ISHARES IBONDS DEC 2029 M BD (IBMR) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2029 M BD (IBMR). 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 Bank Of America Corp, Elequin Capital, Lp, Covington Investment Advisors Inc., Citadel Advisors Llc, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+109+0.1%115,242$2.93MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+26,53126,531$673.62KQ2 2026Sep 02, 2026
Horan Wealth, LlcBuy+36+0.4%8,553$217.16KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+20,393+1.2%1,740,491$44.19MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1,1231,123$28.51KQ2 2026Aug 19, 2026
Glenview Trust CoBuy+3,500+22.6%19,019$482.89KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+428+1.0%43,157$1.10MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+17,617+10.5%185,667$4.71MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+169,027+11.0%1,706,589$43.33MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+22,60422,604$573.92KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+17,531+4.2%438,879$11.14MQ2 2026Aug 14, 2026
Wick Capital Partners, LlcBuy+13,42813,428$340.94KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,820+4.2%266,224$6.76MQ2 2026Aug 14, 2026
10Elms LlpBuy+8,600+33.1%34,600$878.49KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+7,235+130.9%12,764$323.76KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,0184,018$102.01KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,285+7.9%44,807$1.14MQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+2,500+5.4%48,500$1.23MQ2 2026Aug 14, 2026
Coldstream Capital Management IncBuy+1,206+0.9%135,517$3.44MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+949+0.8%113,280$2.88MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-222-1.6%13,491$342.54KQ2 2026Aug 14, 2026
Envision Financial Planning, LlcSell-178-0.4%44,351$1.13MQ2 2026Aug 14, 2026
Elequin Capital, LpBuy+46,21646,216$1.17MQ2 2026Aug 13, 2026
Covington Investment Advisors Inc.Buy+34,200+12.0%319,610$8.12MQ2 2026Aug 13, 2026
Morgan StanleyBuy+14,707+8.1%197,333$5.01MQ2 2026Aug 13, 2026
Pgim Custom Harvest LlcSell-13,706-58.2%9,858$250.29KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+13,58313,583$344.87KQ2 2026Aug 13, 2026
Ubs Group AgBuy+9,136+4.1%233,264$5.92MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-5,610-14.6%32,715$830.65KQ2 2026Aug 13, 2026
Fmr LlcBuy+4,111+3186.8%4,240$107.66KQ2 2026Aug 13, 2026
Showing 30 of 128

Frequently asked questions about IBMR activity

  • Which institutional owners are buying IBMR?

    Institutional owners buying IBMR 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 IBMR activity?

    "Buy" means an investor increased their reported position in IBMR compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2029 M BD (IBMR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBMR increasing?

    Institutional interest in IBMR 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.