ISHARES IBONDS DEC 2028 ETF (IBDT) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2028 ETF (IBDT). 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, Bank Of America Corp, Mercer Global Advisors Inc, Susquehanna International Group, Llp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+76,972+26.4%368,353$9.30MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+3,679+1.6%237,065$5.99MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+19,652+7.3%289,705$7.32MQ2 2026Sep 09, 2026
Horan Wealth, LlcSell-1,837-5.6%30,863$779.29KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+247,070+4.7%5,532,094$139.69MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+12,266—12,266$309.72KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+16,477+4.5%380,094$9.60MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+15,279+2.7%576,746$14.56MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+1,303—1,303$32.90KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+73,858+38.1%267,703$6.75MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,499+10.2%27,078$683.71KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,688+2.4%70,773$1.79MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,718,025—1,718,025$43.38MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+575,674+6.4%9,526,329$240.54MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-230,811-94.6%13,077$330.19KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-224,819-12.2%1,624,267$41.01MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+207,781+14.2%1,675,867$42.32MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+197,303+6.3%3,315,601$83.72MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-147,738-60.2%97,557$2.46MQ2 2026Aug 14, 2026
10Elms LlpBuy+88,095+82.1%195,400$4.93MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+80,005—80,005$2.02MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+54,735+64.9%139,098$3.51MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+53,843—53,843$1.36MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+50,118—50,118$1.27MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+39,840+17.1%272,590$6.88MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+39,500—39,500$997.38KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,950+18.1%227,792$5.75MQ2 2026Aug 14, 2026
Wick Capital Partners, LlcBuy+33,955+17.9%223,896$5.65MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Buy+30,915+38.0%112,377$2.84MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+25,054—25,054$632.64KQ2 2026Aug 14, 2026
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Frequently asked questions about IBDT activity

  • Which institutional owners are buying IBDT?

    Institutional owners buying IBDT 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 IBDT activity?

    "Buy" means an investor increased their reported position in IBDT compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2028 ETF (IBDT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDT increasing?

    Institutional interest in IBDT 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.