ISHARES IBONDS DEC 2030 CORP (IBDV) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2030 CORP (IBDV). 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 Mercer Global Advisors Inc, Ameriprise Financial Inc, Bank Of America Corp, Jane Street Group, Llc, and Modern Wealth Management, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+77,772+20.1%464,538$10.13MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+6,973+9.3%81,593$1.78MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+2,888+7.2%43,045$938.39KQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-32,833-32.1%69,577$1.52MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+10,622—10,622$231.56KQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+707,670+13.2%6,081,902$132.59MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+25,508+5.3%506,320$11.04MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+11,993+6.5%196,779$4.29MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+3,079—3,079$67.12KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+82,426+41.3%281,940$6.14MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,917+10.2%31,413$684.80KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,526+3.9%40,210$876.58KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+682,341—682,341$14.88MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+546,774+6.0%9,615,369$209.62MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+121,498+225.3%175,422$3.82MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+112,734—112,734$2.46MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+88,578+3.0%3,017,703$65.79MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+70,545+1.6%4,375,104$95.38MQ2 2026Aug 14, 2026
10Elms LlpBuy+55,368+62.6%143,793$3.13MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+21,667—21,667$472.34KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+21,182+13.7%176,186$3.84MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+15,108—15,108$329.35KQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+14,934+12.3%136,150$2.95MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+11,307—11,307$246.49KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-7,549-0.3%2,504,175$54.59MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+6,837+31.3%28,692$626.00KQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+6,750+7.1%101,850$2.22MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,384+3.7%179,334$3.91MQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-3,977-6.8%54,513$1.19MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+3,111+2.1%153,239$3.34MQ2 2026Aug 14, 2026
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Frequently asked questions about IBDV activity

  • Which institutional owners are buying IBDV?

    Institutional owners buying IBDV 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 IBDV activity?

    "Buy" means an investor increased their reported position in IBDV compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2030 CORP (IBDV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDV increasing?

    Institutional interest in IBDV 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.