ISHARES IBONDS DEC 2035 TT (IBTQ) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2035 TT (IBTQ). 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 Stifel Financial Corp, Atlantic Union Bankshares Corp, Ameriprise Financial Inc, Mariner, Llc, and Atlantic Private Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+19,630+68.5%48,272$1.21MQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+34,678—34,678$869.90KQ2 2026Aug 19, 2026
United Capital Financial Advisors, LlcBuy+18,450+20.4%108,778$2.73MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+158,478—158,478$3.99MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+30,231+594.2%35,319$885.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+17,464+209.6%25,798$647.14KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+9,204—9,204$230.88KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,346—3,346$83.90KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,025-2.4%42,294$1.06MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,000—1,000$25.09KQ2 2026Aug 14, 2026
Mariner, LlcBuy+72,516—72,516$1.82MQ2 2026Aug 13, 2026
Morgan StanleySell-34,752-14.7%200,933$5.04MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,525+1.1%136,155$3.42MQ2 2026Aug 13, 2026
L2 Asset Management, LlcBuy+1,181+2.3%53,430$1.34MQ2 2026Aug 13, 2026
Stifel Financial CorpBuy+904,167+756.1%1,023,757$25.68MQ2 2026Aug 12, 2026
Focus Partners WealthSell-4,120-32.5%8,570$214.98KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,312+3.7%36,413$913.42KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+775,439—775,439$19.45MQ2 2026Aug 11, 2026
Atlantic Private Wealth, LlcBuy+41,406+200.1%62,095$1.56MQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+21,955+7.9%298,976$7.50MQ2 2026Aug 07, 2026
Reliant Wealth PlanningSell-1,589-10.3%13,818$346.62KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+14,320—14,320$359.22KQ2 2026Aug 06, 2026
Cnb BankBuy+292+5.1%6,049$151.74KQ2 2026Aug 06, 2026
Fifth Third BancorpBuy+10+0.4%2,771$69.51KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+26,434+28.7%118,518$2.97MQ2 2026Aug 03, 2026
Probity Advisors, Inc.Buy+39,291+28.4%177,711$4.46MQ2 2026Jul 31, 2026
Accretive Wealth Partners, LlcBuy+31,911+25.3%157,881$3.96MQ2 2026Jul 29, 2026
Commonwealth Equity Services, LlcBuy+355+2.6%14,061$352.72KQ2 2026Jul 29, 2026
Atria Investments, IncBuy+11,917—11,917$298.94KQ2 2026Jul 28, 2026
Parcion Private Wealth LlcBuy+9,943—9,943$249.42KQ2 2026Jul 27, 2026
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Frequently asked questions about IBTQ activity

  • Which institutional owners are buying IBTQ?

    Institutional owners buying IBTQ 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 IBTQ activity?

    "Buy" means an investor increased their reported position in IBTQ compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2035 TT (IBTQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBTQ increasing?

    Institutional interest in IBTQ 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.

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