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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Sell | -1,096 | -0.6% | 170,097 | $4.12M | Q2 2026 | Sep 15, 2026 |
| Citadel Advisors Llc | Buy | +59,523 | — | 59,523 | $1.44M | Q2 2026 | Sep 02, 2026 |
| Horan Wealth, Llc | Sell | -1,880 | -5.5% | 32,276 | $781.72K | Q2 2026 | Aug 26, 2026 |
| Mercer Global Advisors Inc | Buy | +365,673 | +7.0% | 5,566,800 | $134.83M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +17,674 | — | 17,674 | $428.06K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +15,587 | +3.2% | 499,403 | $12.10M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +15,205 | +2.1% | 754,877 | $18.28M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +1,362 | — | 1,362 | $32.99K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -170,052 | -66.1% | 87,155 | $2.11M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +85,910 | +30.8% | 365,074 | $8.83M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +2,608 | +10.1% | 28,431 | $688.59K | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +1,260 | +4.4% | 30,206 | $731.59K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,906,529 | — | 1,906,529 | $46.18M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +422,757 | +4.6% | 9,690,105 | $234.69M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +381,178 | +11.3% | 3,756,955 | $90.99M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -170,411 | -10.5% | 1,457,509 | $35.30M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -155,807 | -60.4% | 102,219 | $2.48M | Q2 2026 | Aug 14, 2026 |
| Wick Capital Partners, Llc | Buy | +127,821 | +14.3% | 1,021,785 | $24.75M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +86,968 | — | 86,968 | $2.11M | Q2 2026 | Aug 14, 2026 |
| 10Elms Llp | Buy | +85,935 | +87.6% | 183,989 | $4.46M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +75,182 | — | 75,182 | $1.82M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -55,896 | -3.3% | 1,654,457 | $40.07M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +51,486 | +21.2% | 293,807 | $7.12M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +46,211 | +18.8% | 292,591 | $7.09M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +31,190 | +18.3% | 201,638 | $4.88M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +29,317 | — | 29,317 | $710.09K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +26,249 | — | 26,249 | $635.75K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +23,624 | — | 23,624 | $572.00K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -17,540 | -29.2% | 42,435 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +16,325 | — | 16,325 | $395.39K | Q2 2026 | Aug 14, 2026 |
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.