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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+14,229+35.0%54,886$1.39MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+18,228+14.0%148,450$3.77MQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+13,568+14.3%108,728$2.76MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,559+28.0%11,682$304.32KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+37+0.2%20,802$528.06KQ2 2026Aug 17, 2026
Royal Bank Of CanadaSell-298,012-70.5%124,529$3.16MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+170,974170,974$4.36MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+9,0839,083$230.56KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+8,547+20.5%50,182$1.27MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,557+7.4%80,546$2.04MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,2953,295$83.67KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+1,797+8.2%23,805$604.29KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,295-5.9%20,796$527.90KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,000+54.4%2,839$72.05KQ2 2026Aug 14, 2026
Mariner, LlcBuy+55,14955,149$1.40MQ2 2026Aug 13, 2026
Morgan StanleyBuy+30,832+20.2%183,785$4.67MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,470+1.1%134,267$3.41MQ2 2026Aug 13, 2026
L2 Asset Management, LlcBuy+1,153+4.6%26,125$663.18KQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+218,560+38.6%784,592$19.92MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+41+0.1%58,292$1.48MQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+418,936+29.3%1,849,299$46.94MQ2 2026Aug 11, 2026
Thoroughbred Financial Services, LlcBuy+23,132+115.5%43,166$1.09MQ2 2026Aug 11, 2026
Atlantic Private Wealth, LlcSell-8,868-3.8%222,302$5.64MQ2 2026Aug 11, 2026
Arax Advisory PartnersBuy+34,63534,635$879.21KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+3,892+11.3%38,362$973.83KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+3,408+21.8%19,060$483.85KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+10,79010,790$273.91KQ2 2026Aug 06, 2026
Cnb BankBuy+244+5.1%5,054$128.29KQ2 2026Aug 06, 2026
Fifth Third BancorpBuy+9+0.3%2,736$69.45KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+14,857+14.9%114,247$2.90MQ2 2026Aug 03, 2026
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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.