ISHARES IBONDS DEC 2035 TC (IBCA) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2035 TC (IBCA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Addison Advisors Llc, Morgan Stanley, and Hancock Whitney Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mercer Global Advisors IncBuy+25,29925,299$647.91KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,456+11.6%14,014$358.89KQ2 2026Aug 18, 2026
Dearborn Partners LlcSell-9,065-43.8%11,640$298.10KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+2,428+22.4%13,264$339.16KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+392,949392,949$10.06MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+128,883+16.0%935,348$23.95MQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+45,214+43.1%150,100$3.84MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+31,97331,973$818.83KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+28,75228,752$736.34KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+18,97318,973$485.90KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+13,776+20.7%80,457$2.06MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+3,960+1.5%269,611$6.90MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+1,524+1.7%93,687$2.40MQ2 2026Aug 14, 2026
10Elms LlpBuy+1,4001,400$35.85KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+974+10.6%10,180$260.71KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+655+7.0%10,011$256.38KQ2 2026Aug 14, 2026
Morgan StanleyBuy+80,184+18.0%526,169$13.48MQ2 2026Aug 13, 2026
Ubs Group AgBuy+33,934+17.6%226,928$5.81MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-445-3.2%13,554$347.12KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+40+1.2%3,264$83.60KQ2 2026Aug 13, 2026
Us Bancorp \De\Buy+31,376+35.2%120,419$3.08MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+10,832+95.3%22,193$568.36KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+2,741+16.3%19,553$500.75KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpSell-20,855-25.5%60,871$1.56MQ2 2026Aug 11, 2026
Stokes Family Office, LlcBuy+18,950+72.9%44,950$1.15MQ2 2026Aug 11, 2026
Addison Advisors LlcSell-84,679-45.5%101,327$2.59MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+30,238+53.4%86,839$2.22MQ2 2026Aug 07, 2026
Lido Advisors, LlcSell-1,946-0.8%249,475$6.39MQ2 2026Aug 07, 2026
Reliant Wealth PlanningSell-1,567-10.3%13,580$347.78KQ2 2026Aug 07, 2026
Little House Capital LlcBuy+1,118+3.5%32,669$836.64KQ2 2026Aug 07, 2026
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Frequently asked questions about IBCA activity

  • Which institutional owners are buying IBCA?

    Institutional owners buying IBCA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBCA activity?

    "Buy" means an investor increased their reported position in IBCA compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2035 TC (IBCA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBCA increasing?

    Institutional interest in IBCA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.