ISHARES IBONDS DEC 2031 CORP (IBDW) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2031 CORP (IBDW). 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, Mercer Global Advisors Inc, Jane Street Group, Llc, Bank Of America Corp, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+7,052+2.0%355,795$7.41MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+193+0.4%54,512$1.14MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+1,754+5.7%32,706$681.59KQ2 2026Sep 09, 2026
Mercer Global Advisors IncBuy+980,979+107.9%1,890,508$39.40MQ2 2026Aug 19, 2026
Glenview Trust CoBuy+36,897+9.4%430,124$8.96MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+10,959+7.1%164,663$3.43MQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcBuy+23,491+25.4%115,815$2.41MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+3,190+29.2%14,122$294.30KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,536,466—1,536,466$32.02MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+307,722+136.9%532,424$11.10MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+301,401+5.8%5,468,188$113.96MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+250,549+12.0%2,330,862$48.58MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+122,246—122,246$2.55MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+96,938+858.7%108,227$2.26MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-72,664-2.0%3,493,863$72.81MQ2 2026Aug 14, 2026
10Elms LlpBuy+44,729+67.2%111,263$2.32MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+36,336—36,336$757.25KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+19,547+18.6%124,636$2.60MQ2 2026Aug 14, 2026
Godshalk Welsh Capital Management, Inc.Buy+6,500+10.5%68,550$1.43MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+5,542+2.1%268,177$5.59MQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+3,992+1.4%295,165$6.15MQ2 2026Aug 14, 2026
Coldstream Capital Management IncSell-2,466-3.3%71,316$1.49MQ2 2026Aug 14, 2026
Betterment LlcBuy+2,248+19.5%13,764$287.00KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,049-0.1%2,056,315$42.85MQ2 2026Aug 14, 2026
Envision Financial Planning, LlcBuy+2,031+0.3%641,798$13.38MQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+1,686+1.5%117,475$2.45MQ2 2026Aug 14, 2026
Kintra Wealth, LlcSell-1,274-1.0%125,217$2.59MQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+450—450$9.38KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+158+1.2%13,477$280.86KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+64+0.3%18,991$395.77KQ2 2026Aug 14, 2026
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Frequently asked questions about IBDW activity

  • Which institutional owners are buying IBDW?

    Institutional owners buying IBDW 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 IBDW activity?

    "Buy" means an investor increased their reported position in IBDW compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2031 CORP (IBDW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDW increasing?

    Institutional interest in IBDW 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.