ISHARES IBONDS DEC 2031 TERM (IBTL) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2031 TERM (IBTL). 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, Wells Fargo & Company/Mn, Mercer Global Advisors Inc, Bank Of America Corp, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+54,017+92.5%112,419$2.27MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+28,38828,388$573.15KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+251,979+108.2%484,813$9.79MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+32,931+9.1%396,107$7.99MQ2 2026Aug 17, 2026
Wealth Management Strategies, Inc.Buy+19,96019,960$402.99KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+655,984655,984$13.24MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-414,766-14.0%2,544,060$51.36MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+124,770+15.8%913,630$18.45MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+78,269+21.3%445,255$8.99MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+59,200+53.6%169,612$3.42MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-39,914-13.6%253,349$5.12MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+26,95226,952$544.16KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+14,059+44.5%45,658$921.84KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+13,11013,110$264.69KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,448+41.6%25,373$512.23KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+6,000+25.4%29,637$598.37KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+4,1494,149$83.76KQ2 2026Aug 14, 2026
Shelton Capital ManagementSell-1,150-2.0%56,771$1.15MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-1,121-9.9%10,246$206.87KQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+1,006+1.8%58,450$1.18MQ2 2026Aug 14, 2026
Cerity Partners LlcSell-755-2.3%32,467$655.51KQ2 2026Aug 14, 2026
Logan Capital Management IncBuy+682682$13.77KQ2 2026Aug 14, 2026
Morgan StanleyBuy+13,759+1.9%730,848$14.76MQ2 2026Aug 13, 2026
Ubs Group AgBuy+13,578+6.4%224,307$4.53MQ2 2026Aug 13, 2026
Mariner, LlcBuy+11,07011,070$223.50KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcBuy+6,267+1.6%406,659$8.21MQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+4,155+20.1%24,834$501.40KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+3,518+24.1%18,108$365.61KQ2 2026Aug 13, 2026
Eight 31 Financial, LlcBuy+3,377+5.2%68,555$1.38MQ2 2026Aug 13, 2026
L2 Asset Management, LlcBuy+1,470+2.3%66,158$1.34MQ2 2026Aug 13, 2026
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Frequently asked questions about IBTL activity

  • Which institutional owners are buying IBTL?

    Institutional owners buying IBTL 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 IBTL activity?

    "Buy" means an investor increased their reported position in IBTL compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2031 TERM (IBTL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTL increasing?

    Institutional interest in IBTL 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.