ISHARES IBONDS DEC 2032 TC (IBDX) Top Institutional Shareholders
ISHARES IBONDS DEC 2032 TC (IBDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.25B in IBDX holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of IBDX tracked by InsiderSet, reporting ownership valued at approximately $160.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $158.70M, representing an estimated loss of -0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed IBDX value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Capital Investment Advisors, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2032 TC (IBDX).
This page ranks the largest institutional IBDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
219
Total Reported Value
$1.25B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$160.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.35% | 6,342,898 | $160,285,032 | $158,699,308 | -$1,585,724 | -0.99% | |
| Capital Investment Advisors, Llc | 1.35% | 3,330,175 | $84,153,520 | $83,320,979 | -$832,542 | -0.99% | |
| Morgan Stanley | 0.00% | 2,909,042 | $73,511,502 | $72,784,231 | -$727,271 | -0.99% | |
| Wells Fargo & Company/Mn | 0.01% | 2,815,335 | $71,143,503 | $70,439,682 | -$703,821 | -0.99% | |
| Capital Advisors Inc/Ok | 1.13% | 2,790,716 | $70,521,398 | $69,823,714 | -$697,684 | -0.99% | |
| Bank Of America Corp | 0.00% | 2,442,506 | $61,722,127 | $61,111,500 | -$610,627 | -0.99% | |
| Summit Financial, Llc | 0.51% | 1,584,574 | $40,042,186 | $39,646,041 | -$396,145 | -0.99% | |
| Sigma Investment Counselors Inc | 2.02% | 1,511,640 | $38,199,148 | $37,821,233 | -$377,915 | -0.99% | |
| Ubs Group Ag | 0.01% | 1,170,880 | $29,588,138 | $29,295,418 | -$292,720 | -0.99% | |
| Klingman & Associates, Llc | 1.31% | 1,081,554 | $27,330,862 | $27,060,481 | -$270,381 | -0.99% | |
| Seven Springs Wealth Group, Llc | 6.20% | 1,061,550 | $26,825,377 | $26,559,981 | -$265,396 | -0.99% | |
| Royal Bank Of Canada | 0.00% | 1,017,649 | $25,716,000 | $25,461,578 | -$254,422 | -0.99% | |
| Ameriprise Financial Inc | 0.01% | 1,009,242 | $25,514,531 | $25,251,235 | -$263,296 | -1.03% | |
| Sound View Wealth Advisors Group, Llc | 1.56% | 905,660 | $22,886,035 | $22,659,613 | -$226,422 | -0.99% | |
| Us Bancorp \De\ | 0.03% | 868,522 | $21,947,550 | $21,730,420 | -$217,130 | -0.99% | |
| Hightower Advisors, Llc | 0.02% | 854,043 | $21,581,591 | $21,368,156 | -$213,435 | -0.99% | |
| Advisors Capital Management, Llc | 0.25% | 840,219 | $21,232,342 | $21,022,279 | -$210,063 | -0.99% | |
| Mv Capital Management, Inc. | 1.92% | 773,344 | $19,542,404 | $19,349,067 | -$193,337 | -0.99% | |
| Cowa, Llc | 4.97% | 729,002 | $18,421,885 | $18,239,630 | -$182,255 | -0.99% | |
| Raymond James Financial Inc | 0.01% | 725,258 | $18,327,258 | $18,145,955 | -$181,303 | -0.99% | |
| Arrow Financial Corp | 1.56% | 614,512 | $15,528,721 | $15,375,090 | -$153,631 | -0.99% | |
| Pfg Private Wealth Management, Llc | 5.89% | 549,790 | $13,893,193 | $13,755,746 | -$137,447 | -0.99% | |
| Mb, Levis & Associates, Llc | 5.50% | 521,224 | $13,171,341 | $13,041,024 | -$130,317 | -0.99% | |
| Rockefeller Capital Management L.P. | 0.02% | 519,723 | $13,133,420 | $13,003,469 | -$129,951 | -0.99% | |
| Commonwealth Equity Services, Llc | 0.02% | 510,121 | $12,890,761 | $12,763,227 | -$127,534 | -0.99% | |
| Lpl Financial Llc | 0.00% | 509,925 | $12,885,808 | $12,758,324 | -$127,485 | -0.99% | |
| Parkway Wealth Management Group, Llc | 1.28% | 397,851 | $10,085,521 | $9,954,232 | -$131,289 | -1.30% | |
| Ironwood Financial, Llc | 1.68% | 379,700 | $9,595,007 | $9,500,094 | -$94,913 | -0.99% | |
| Cornerstone Planning, Llc | 2.12% | 370,140 | $9,372,361 | $9,260,903 | -$111,458 | -1.19% | |
| Atlantic Union Bankshares Corp | 0.17% | 348,200 | $8,799,014 | $8,711,964 | -$87,050 | -0.99% | |
| Guidance Point Advisors, Llc | 1.89% | 315,676 | $7,977,217 | $7,898,214 | -$79,003 | -0.99% | |
| Probity Advisors, Inc. | 1.22% | 304,095 | $7,684,487 | $7,608,457 | -$76,030 | -0.99% | |
| Snowden Capital Advisors Llc | 0.20% | 293,424 | $7,414,828 | $7,341,468 | -$73,360 | -0.99% | |
| Lyell Wealth Management, Lp | 0.49% | 264,515 | $6,684,294 | $6,618,165 | -$66,129 | -0.99% | |
| Mcf Advisors Llc | 0.28% | 254,984 | $6,443,446 | $6,379,700 | -$63,746 | -0.99% | |
| Parallel Advisors, Llc | 0.11% | 244,230 | $6,171,707 | $6,110,635 | -$61,072 | -0.99% | |
| Lido Advisors, Llc | 0.02% | 241,095 | $6,092,479 | $6,032,197 | -$60,282 | -0.99% | |
| Hancock Whitney Corp | 0.11% | 239,660 | $6,056,209 | $5,996,293 | -$59,916 | -0.99% | |
| Krilogy Financial Llc | 0.18% | 220,939 | $5,604,118 | $5,527,894 | -$76,224 | -1.36% | |
| Marathon Mission, Inc. | 3.19% | 216,708 | $5,476,211 | $5,422,034 | -$54,177 | -0.99% | |
| 4Thought Financial Group Inc. | 2.56% | 205,076 | $5,182,281 | $5,131,002 | -$51,279 | -0.99% | |
| Susquehanna International Group, Llp | 0.01% | 186,427 | $4,711,010 | $4,664,404 | -$46,606 | -0.99% | |
| Howland Capital Management Llc | 0.19% | 185,999 | $4,700,195 | $4,653,695 | -$46,500 | -0.99% | |
| Envestnet Asset Management Inc | 0.00% | 182,445 | $4,610,384 | $4,564,774 | -$45,610 | -0.99% | |
| Kintra Wealth, Llc | 0.32% | 178,356 | $4,507,055 | $4,462,467 | -$44,588 | -0.99% | |
| Benjamin Edwards Inc | 0.04% | 177,791 | $4,492,662 | $4,448,331 | -$44,331 | -0.99% | |
| Onedigital Investment Advisors Llc | 0.04% | 171,018 | $4,321,621 | $4,278,870 | -$42,751 | -0.99% | |
| Signature Wealth Management Group | 1.63% | 169,983 | $4,295,467 | $4,252,975 | -$42,492 | -0.99% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 168,665 | $4,262,159 | $4,219,998 | -$42,161 | -0.99% | |
| Rwa Wealth Partners, Llc | 0.05% | 163,459 | $4,130,609 | $4,089,744 | -$40,865 | -0.99% |
Frequently asked questions about IBDX
Who owns the most IBDX stock?
The largest holders of IBDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2032 TC (IBDX).
Is IBDX widely held by superinvestors?
Many widely followed stocks like IBDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.