ISHARES IBONDS DEC 2032 TC (IBDX) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2032 TC (IBDX). 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, Raymond James Financial Inc, Royal Bank Of Canada, Morgan Stanley, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+19,824+96.8%40,295$1.02MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+761+6.1%13,276$334.43KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-19,646-63.0%11,514$290.04KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+46,322+39.1%164,660$4.15MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+33,298+23.6%174,361$4.39MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+4,218+11.5%40,927$1.03MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+18,205+25.7%89,169$2.24MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,635+28.1%12,022$302.83KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+943,449943,449$23.77MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+436,626+60.2%1,161,884$29.27MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+327,495+32.2%1,345,144$33.88MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+273,891+9.7%3,089,226$77.82MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-148,762-79.8%37,665$948.78KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+123,101+5.0%2,565,607$64.63MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+101,538101,538$2.56MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+31,249+337.7%40,503$1.02MQ2 2026Aug 14, 2026
10Elms LlpBuy+21,448+49.9%64,472$1.62MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,614+13.5%80,980$2.04MQ2 2026Aug 14, 2026
Betterment LlcBuy+9,4619,461$238.00KQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+6,273+2.6%245,933$6.20MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+4,816+28.7%21,615$545.35KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,5443,544$89.27KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+1,909+1.1%180,265$4.49MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+1,367+1.4%96,344$2.43MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-910-1.7%53,736$1.35MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+413+2.6%16,040$404.05KQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+390390$9.82KQ2 2026Aug 14, 2026
Headinvest, LlcSell-177-0.7%24,859$626.20KQ2 2026Aug 14, 2026
Morgan StanleySell-314,883-10.8%2,594,159$65.35MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+71,601+171.6%113,325$2.72MQ2 2026Aug 13, 2026
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Frequently asked questions about IBDX activity

  • Which institutional owners are buying IBDX?

    Institutional owners buying IBDX 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 IBDX activity?

    "Buy" means an investor increased their reported position in IBDX compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2032 TC (IBDX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDX increasing?

    Institutional interest in IBDX 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.