ISHARES IBONDS DEC 2034 ETF (IBTP) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS DEC 2034 ETF (IBTP). 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 Atlantic Union Bankshares Corp, Royal Bank Of Canada, Stifel Financial Corp, Ameriprise Financial Inc, and Mariner, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +14,229 | +35.0% | 54,886 | $1.39M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +18,228 | +14.0% | 148,450 | $3.77M | Q2 2026 | Aug 19, 2026 |
| United Capital Financial Advisors, Llc | Buy | +13,568 | +14.3% | 108,728 | $2.76M | Q2 2026 | Aug 17, 2026 |
| Dearborn Partners Llc | Buy | +2,559 | +28.0% | 11,682 | $304.32K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +37 | +0.2% | 20,802 | $528.06K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Sell | -298,012 | -70.5% | 124,529 | $3.16M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +170,974 | — | 170,974 | $4.36M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +9,083 | — | 9,083 | $230.56K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +8,547 | +20.5% | 50,182 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,557 | +7.4% | 80,546 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,295 | — | 3,295 | $83.67K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +1,797 | +8.2% | 23,805 | $604.29K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,295 | -5.9% | 20,796 | $527.90K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,000 | +54.4% | 2,839 | $72.05K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +55,149 | — | 55,149 | $1.40M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +30,832 | +20.2% | 183,785 | $4.67M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,470 | +1.1% | 134,267 | $3.41M | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, Llc | Buy | +1,153 | +4.6% | 26,125 | $663.18K | Q2 2026 | Aug 13, 2026 |
| Stifel Financial Corp | Buy | +218,560 | +38.6% | 784,592 | $19.92M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +41 | +0.1% | 58,292 | $1.48M | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | Buy | +418,936 | +29.3% | 1,849,299 | $46.94M | Q2 2026 | Aug 11, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +23,132 | +115.5% | 43,166 | $1.09M | Q2 2026 | Aug 11, 2026 |
| Atlantic Private Wealth, Llc | Sell | -8,868 | -3.8% | 222,302 | $5.64M | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +34,635 | — | 34,635 | $879.21K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +3,892 | +11.3% | 38,362 | $973.83K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +3,408 | +21.8% | 19,060 | $483.85K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +10,790 | — | 10,790 | $273.91K | Q2 2026 | Aug 06, 2026 |
| Cnb Bank | Buy | +244 | +5.1% | 5,054 | $128.29K | Q2 2026 | Aug 06, 2026 |
| Fifth Third Bancorp | Buy | +9 | +0.3% | 2,736 | $69.45K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +14,857 | +14.9% | 114,247 | $2.90M | Q2 2026 | Aug 03, 2026 |
Frequently asked questions about IBTP activity
Which institutional owners are buying IBTP?
Institutional owners buying IBTP 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 IBTP activity?
"Buy" means an investor increased their reported position in IBTP compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2034 ETF (IBTP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBTP increasing?
Institutional interest in IBTP 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.