ISHARES IBONDS DEC 2033 CORP (IBDY) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2033 CORP (IBDY). 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, Bank Of America Corp, Raymond James Financial Inc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+1,149+9.9%12,765$328.63KQ2 2026Sep 15, 2026
Citadel Advisors LlcBuy+98,240+109.8%187,684$4.83MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+14,53014,530$374.07KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+15,088+13.3%128,946$3.32MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+26,784+86.1%57,888$1.49MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-2,428-8.7%25,385$653.53KQ2 2026Aug 18, 2026
Dearborn Partners LlcBuy+2,585+28.1%11,795$303.66KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+647+1.0%62,566$1.61MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+716,884716,884$18.46MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-267,588-80.2%66,000$1.70MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+209,408+10.8%2,142,584$55.16MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+182,030+32.7%738,413$19.01MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+101,339+37.4%372,485$9.59MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcSell-100,614-12.0%737,993$19.00MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-71,017-25.8%204,577$5.27MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+34,302+5.3%679,809$17.50MQ2 2026Aug 14, 2026
Lifeworks Advisors, LlcBuy+12,52812,528$322.53KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+12,06012,060$310.49KQ2 2026Aug 14, 2026
10Elms LlpBuy+9,930+44.4%32,320$832.08KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,366+29.5%41,073$1.06MQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+7,470+3.3%233,766$6.02MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+2,5842,584$66.51KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+2,347+24.7%11,844$305.93KQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+1,272+1.4%94,310$2.43MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-887-1.7%49,874$1.28MQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+270270$6.95KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+12+0.1%9,720$250.24KQ2 2026Aug 14, 2026
Ubs Group AgBuy+82,446+15.4%616,604$15.87MQ2 2026Aug 13, 2026
Morgan StanleyBuy+75,234+3.3%2,336,734$60.16MQ2 2026Aug 13, 2026
Mariner, LlcSell-69,368-23.4%227,092$5.85MQ2 2026Aug 13, 2026
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Frequently asked questions about IBDY activity

  • Which institutional owners are buying IBDY?

    Institutional owners buying IBDY 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 IBDY activity?

    "Buy" means an investor increased their reported position in IBDY compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2033 CORP (IBDY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDY increasing?

    Institutional interest in IBDY 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.