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

ISHARES IBONDS DEC 2026 TERM (IBMO). 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 Mercer Global Advisors Inc, Ubs Group Ag, Bank Of America Corp, Ameriprise Financial Inc, and Morgan Stanley.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-35,068-9.6%331,427$8.50MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+4,629+41.1%15,887$407.34KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+117,543+7.4%1,695,538$43.47MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-5,411-3.9%135,041$3.46MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+14,820+8.9%182,111$4.67MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+68,879+3.5%2,056,461$52.73MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+61,67261,672$1.58MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+29,487+215.8%43,148$1.11MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-27,132-37.0%46,282$1.19MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-10,655-28.1%27,199$697.39KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,617+175.2%10,393$266.37KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-6,363-10.5%54,053$1.39MQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+3,000+8.0%40,500$1.04MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,722-1.5%175,525$4.50MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-2,238-0.5%461,392$11.83MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-671-0.5%127,207$3.26MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+451+0.6%76,419$1.96MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+450+0.8%59,884$1.54MQ2 2026Aug 14, 2026
&PartnersSell-448-3.0%14,397$369.15KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-162-0.3%54,360$1.39MQ2 2026Aug 14, 2026
Ubs Group AgSell-69,227-18.2%312,081$8.00MQ2 2026Aug 13, 2026
Morgan StanleyBuy+35,255+10.6%367,257$9.42MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+28,543+143.0%48,501$1.24MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-5,247-44.9%6,450$165.38KQ2 2026Aug 13, 2026
Fmr LlcBuy+4,773+1082.3%5,214$133.68KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-3,111-50.0%3,114$79.84KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+499+0.5%105,460$2.70MQ2 2026Aug 13, 2026
Covington Investment Advisors Inc.Buy+480+0.1%324,415$8.32MQ2 2026Aug 13, 2026
Summitpoint Capital ManagementBuy+458+1.0%46,448$1.19MQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+6+0.1%6,159$157.92KQ2 2026Aug 13, 2026
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Frequently asked questions about IBMO activity

  • Which institutional owners are buying IBMO?

    Institutional owners buying IBMO 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 IBMO activity?

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

  • Is institutional interest in IBMO increasing?

    Institutional interest in IBMO 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.