ISHARES IBONDS DEC 2026 TERM (IBDR) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2026 TERM (IBDR). 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, Jane Street Group, Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcSell-781-2.7%28,589$692.71KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+90,827+37.3%334,081$8.09MQ2 2026Sep 02, 2026
Horan Wealth, LlcSell-1,842-5.4%32,266$781.82KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+40,576+0.9%4,313,634$104.52MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+20,96220,962$507.91KQ2 2026Aug 19, 2026
Glenview Trust CoBuy+18,129+2.5%729,084$17.67MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-12,901-2.2%574,362$13.92MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,2481,248$30.24KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+69,032+18.5%441,512$10.70MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,601+9.3%30,719$744.32KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,150+0.7%155,842$3.78MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+650+2.1%32,225$780.81KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,068,1721,068,172$25.89MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+220,120+128.6%391,318$9.48MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-186,945-18.3%837,009$20.28MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-181,732-6.8%2,484,975$60.21MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-156,319-60.6%101,525$2.46MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-151,241-10.4%1,305,406$31.63MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-108,767-36.6%188,573$4.57MQ2 2026Aug 14, 2026
10Elms LlpBuy+96,961+90.6%203,963$4.94MQ2 2026Aug 14, 2026
Syon Capital LlcBuy+89,570+146.4%150,764$3.65MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+79,27279,272$1.92MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+79,01279,012$1.91MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+61,19861,198$1.48MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+49,321+16.4%350,589$8.49MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+48,09648,096$1.17MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+44,360+0.5%9,829,831$238.18MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+39,79539,795$964.00KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+36,177+18.3%233,838$5.67MQ2 2026Aug 14, 2026
Wick Capital Partners, LlcSell-26,154-5.4%457,123$11.08MQ2 2026Aug 14, 2026
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Frequently asked questions about IBDR activity

  • Which institutional owners are buying IBDR?

    Institutional owners buying IBDR 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 IBDR activity?

    "Buy" means an investor increased their reported position in IBDR compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2026 TERM (IBDR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDR increasing?

    Institutional interest in IBDR 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.