IBDY Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2033 CORP (IBDY) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $848.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBDY tracked by InsiderSet, reporting ownership valued at approximately $85.17M in its September 30, 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 $86.56M, representing an estimated gain of +1.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IBDY value among the investors covered in this analysis. Major shareholders include Capital Investment Advisors, Llc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2033 CORP (IBDY).
This page ranks the largest institutional IBDY 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
172
Total Reported Value
$848.14M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$85.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, Llc | 1.12% | 3,479,182 | $85,170,378 | $86,562,048 | +$1,391,670 | +1.63% | |
| Morgan Stanley | 0.00% | 2,336,734 | $60,159,224 | $58,137,942 | -$2,021,282 | -3.36% | |
| Bank Of America Corp | 0.00% | 2,142,584 | $55,160,830 | $53,307,490 | -$1,853,340 | -3.36% | |
| Capital Advisors Inc/Ok | 0.72% | 1,901,100 | $48,943,813 | $47,299,368 | -$1,644,445 | -3.36% | |
| Hengehold Capital Management Llc | 2.93% | 1,567,825 | $38,380,356 | $39,007,486 | +$627,130 | +1.63% | |
| Sigma Investment Counselors Inc | 1.69% | 1,478,685 | $36,198,215 | $36,789,683 | +$591,468 | +1.63% | |
| Summit Financial, Llc | 0.32% | 1,143,222 | $29,432,264 | $28,443,363 | -$988,901 | -3.36% | |
| Summitry Llc | 0.88% | 1,042,372 | $26,835,857 | $25,934,215 | -$901,642 | -3.36% | |
| Mv Capital Management, Inc. | 2.05% | 923,482 | $22,606,841 | $22,976,232 | +$369,391 | +1.63% | |
| Us Bancorp \De\ | 0.02% | 863,835 | $22,239,432 | $21,492,215 | -$747,217 | -3.36% | |
| Raymond James Financial Inc | 0.01% | 738,413 | $19,010,438 | $18,371,715 | -$638,723 | -3.36% | |
| Envision Financial Planning, Llc | 6.18% | 737,993 | $18,999,618 | $18,361,266 | -$638,352 | -3.36% | |
| Ameriprise Financial Inc | 0.00% | 716,884 | $18,456,163 | $17,836,074 | -$620,089 | -3.36% | |
| Wells Fargo & Company/Mn | 0.00% | 679,809 | $17,501,670 | $16,913,648 | -$588,022 | -3.36% | |
| Ubs Group Ag | 0.00% | 616,604 | $15,874,470 | $15,341,108 | -$533,362 | -3.36% | |
| Arrow Financial Corp | 1.35% | 606,324 | $14,842,834 | $15,085,341 | +$242,507 | +1.63% | |
| Rockefeller Capital Management L.P. | 0.02% | 516,077 | $13,286,429 | $12,839,996 | -$446,433 | -3.36% | |
| Sound View Wealth Advisors Group, Llc | 0.78% | 490,589 | $12,630,219 | $12,205,854 | -$424,365 | -3.36% | |
| Mb, Levis & Associates, Llc | 4.41% | 491,019 | $12,020,136 | $12,216,553 | +$196,417 | +1.63% | |
| Cowa, Llc | 2.76% | 462,985 | $11,333,875 | $11,519,067 | +$185,192 | +1.63% | |
| Instrumental Wealth, Llc | 5.24% | 441,279 | $10,802,521 | $10,979,022 | +$176,501 | +1.63% | |
| Commonwealth Equity Services, Llc | 0.01% | 440,294 | $10,778,410 | $10,954,515 | +$176,105 | +1.63% | |
| Janney Montgomery Scott Llc | 0.02% | 415,635 | $10,701,000 | $10,340,999 | -$360,001 | -3.36% | |
| Lpl Financial Llc | 0.00% | 388,876 | $10,011,607 | $9,675,235 | -$336,372 | -3.36% | |
| Royal Bank Of Canada | 0.00% | 372,485 | $9,589,000 | $9,267,427 | -$321,573 | -3.35% | |
| Ironwood Financial, Llc | 1.48% | 389,120 | $9,525,651 | $9,681,306 | +$155,655 | +1.63% | |
| Kestra Advisory Services, Llc | 0.03% | 372,888 | $9,128,307 | $9,277,453 | +$149,146 | +1.63% | |
| Guidance Point Advisors, Llc | 1.62% | 315,793 | $7,730,661 | $7,856,930 | +$126,269 | +1.63% | |
| Lido Advisors, Llc | 0.02% | 260,996 | $6,719,342 | $6,493,580 | -$225,762 | -3.36% | |
| Probity Advisors, Inc. | 0.92% | 262,108 | $6,416,392 | $6,521,247 | +$104,855 | +1.63% | |
| Klingman & Associates, Llc | 0.26% | 257,103 | $6,293,882 | $6,396,723 | +$102,841 | +1.63% | |
| Concurrent Investment Advisors, Llc | 0.04% | 247,069 | $6,048,249 | $6,147,077 | +$98,828 | +1.63% | |
| Parallel Advisors, Llc | 0.09% | 234,639 | $6,040,797 | $5,837,818 | -$202,979 | -3.36% | |
| Hancock Whitney Corp | 0.10% | 233,766 | $6,018,307 | $5,816,098 | -$202,209 | -3.36% | |
| Mariner, Llc | 0.01% | 227,092 | $5,846,495 | $5,650,049 | -$196,446 | -3.36% | |
| Krilogy Financial Llc | 0.15% | 219,882 | $5,400,302 | $5,470,664 | +$70,362 | +1.30% | |
| Lyell Wealth Management, Lp | 0.32% | 219,945 | $5,384,254 | $5,472,232 | +$87,978 | +1.63% | |
| Susquehanna International Group, Llp | 0.00% | 204,577 | $5,266,835 | $5,089,876 | -$176,959 | -3.36% | |
| Precedent Wealth Partners, Llc | 0.80% | 213,467 | $5,225,683 | $5,311,059 | +$85,376 | +1.63% | |
| Citadel Advisors Llc | 0.00% | 187,684 | $4,831,925 | $4,669,578 | -$162,347 | -3.36% | |
| 4Thought Financial Group Inc. | 2.11% | 185,381 | $4,538,123 | $4,612,279 | +$74,156 | +1.63% | |
| Benjamin Edwards Inc | 0.04% | 152,729 | $3,931,857 | $3,799,898 | -$131,959 | -3.36% | |
| Howland Capital Management Llc | 0.14% | 159,253 | $3,898,514 | $3,962,215 | +$63,701 | +1.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 150,343 | $3,690,930 | $3,740,534 | +$49,604 | +1.34% | |
| Evergreen Private Wealth Llc | 1.34% | 148,971 | $3,646,814 | $3,706,398 | +$59,584 | +1.63% | |
| Mercer Global Advisors Inc | 0.00% | 128,946 | $3,319,716 | $3,208,176 | -$111,540 | -3.36% | |
| Cwm, Llc | 0.01% | 128,222 | $3,314,539 | $3,190,163 | -$124,376 | -3.75% | |
| Envestnet Asset Management Inc | 0.00% | 128,608 | $3,311,004 | $3,199,767 | -$111,237 | -3.36% | |
| Ep Wealth Advisors, Llc | 0.01% | 128,507 | $3,308,417 | $3,197,254 | -$111,163 | -3.36% | |
| James Investment Research, Inc. | 0.33% | 124,570 | $3,049,474 | $3,099,302 | +$49,828 | +1.63% |
Frequently asked questions about IBDY
Who are the largest institutional holders of IBDY?
The largest institutional holders of IBDY reported in the latest SEC Form 13F filings include Capital Investment Advisors, Llc, Morgan Stanley, Bank Of America Corp, Capital Advisors Inc/Ok, and Hengehold Capital Management Llc. InsiderSet ranks institutional holders by their latest reported IBDY position.
What is IBDY institutional ownership?
This page tracks IBDY positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2033 CORP (IBDY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDY?
InsiderSet currently tracks 172 institutional managers reporting IBDY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDY shareholders.
How much IBDY stock do institutions own?
Institutional investment managers disclosed approximately $848.14M in IBDY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDY institutional ownership last updated?
The latest IBDY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDY position after the reporting date.
Are institutions buying or selling IBDY?
Institutional buying and selling can be analyzed by comparing IBDY positions across consecutive 13F reporting periods. InsiderSet's IBDY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDY ownership changes.
How has IBDY institutional ownership changed over time?
InsiderSet tracks IBDY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.