ISHRS IBNDS DEC 27 CORP ETF (IBDS) Institutional Ownership Changes & 13F Activity

ISHRS IBNDS DEC 27 CORP ETF (IBDS). 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, Raymond James Financial Inc, Mercer Global Advisors Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcSell-1,096-0.6%170,097$4.12MQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+59,52359,523$1.44MQ2 2026Sep 02, 2026
Horan Wealth, LlcSell-1,880-5.5%32,276$781.72KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+365,673+7.0%5,566,800$134.83MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+17,67417,674$428.06KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+15,587+3.2%499,403$12.10MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+15,205+2.1%754,877$18.28MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,3621,362$32.99KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-170,052-66.1%87,155$2.11MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+85,910+30.8%365,074$8.83MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,608+10.1%28,431$688.59KQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+1,260+4.4%30,206$731.59KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,906,5291,906,529$46.18MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+422,757+4.6%9,690,105$234.69MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+381,178+11.3%3,756,955$90.99MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-170,411-10.5%1,457,509$35.30MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-155,807-60.4%102,219$2.48MQ2 2026Aug 14, 2026
Wick Capital Partners, LlcBuy+127,821+14.3%1,021,785$24.75MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+86,96886,968$2.11MQ2 2026Aug 14, 2026
10Elms LlpBuy+85,935+87.6%183,989$4.46MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+75,18275,182$1.82MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-55,896-3.3%1,654,457$40.07MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+51,486+21.2%293,807$7.12MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+46,211+18.8%292,591$7.09MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+31,190+18.3%201,638$4.88MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+29,31729,317$710.09KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+26,24926,249$635.75KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+23,62423,624$572.00KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-17,540-29.2%42,435$1.03MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+16,32516,325$395.39KQ2 2026Aug 14, 2026
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Frequently asked questions about IBDS activity

  • Which institutional owners are buying IBDS?

    Institutional owners buying IBDS 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 IBDS activity?

    "Buy" means an investor increased their reported position in IBDS compared to the prior reporting period. This reflects growing exposure to ISHRS IBNDS DEC 27 CORP ETF (IBDS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDS increasing?

    Institutional interest in IBDS 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.