ISHARES IBONDS DEC 2033 CORP (IBDY) Institutional Shareholders
ISHARES IBONDS DEC 2033 CORP (IBDY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $790.61M in IBDY holdings during the latest filing period.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBDY tracked by InsiderSet, reporting ownership valued at approximately $84.96M in its June 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 $82.40M, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% 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
165
Total Reported Value
$790.61M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$84.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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% | 3,299,900 | $84,955,944 | $82,398,503 | -$2,557,441 | -3.01% | |
| Morgan Stanley | 0.00% | 2,336,734 | $60,159,224 | $58,348,248 | -$1,810,976 | -3.01% | |
| Bank Of America Corp | 0.00% | 2,142,584 | $55,160,830 | $53,500,322 | -$1,660,508 | -3.01% | |
| Capital Advisors Inc/Ok | 0.72% | 1,901,100 | $48,943,813 | $47,470,467 | -$1,473,346 | -3.01% | |
| Sigma Investment Counselors Inc | 1.86% | 1,478,526 | $38,064,640 | $36,918,794 | -$1,145,846 | -3.01% | |
| Summit Financial, Llc | 0.32% | 1,143,222 | $29,432,264 | $28,546,253 | -$886,011 | -3.01% | |
| Summitry Llc | 0.88% | 1,042,372 | $26,835,857 | $26,028,029 | -$807,828 | -3.01% | |
| Mv Capital Management, Inc. | 2.16% | 944,849 | $24,325,133 | $23,592,880 | -$732,253 | -3.01% | |
| Us Bancorp \De\ | 0.02% | 863,835 | $22,239,432 | $21,569,960 | -$669,472 | -3.01% | |
| Raymond James Financial Inc | 0.01% | 738,413 | $19,010,438 | $18,438,173 | -$572,265 | -3.01% | |
| Envision Financial Planning, Llc | 6.18% | 737,993 | $18,999,618 | $18,427,685 | -$571,933 | -3.01% | |
| Ameriprise Financial Inc | 0.00% | 716,884 | $18,456,163 | $17,900,593 | -$555,570 | -3.01% | |
| Wells Fargo & Company/Mn | 0.00% | 679,809 | $17,501,670 | $16,974,831 | -$526,839 | -3.01% | |
| Ubs Group Ag | 0.00% | 616,604 | $15,874,470 | $15,396,602 | -$477,868 | -3.01% | |
| Arrow Financial Corp | 1.41% | 610,058 | $15,706,061 | $15,233,148 | -$472,913 | -3.01% | |
| Rockefeller Capital Management L.P. | 0.02% | 516,077 | $13,286,429 | $12,886,443 | -$399,986 | -3.01% | |
| Mb, Levis & Associates, Llc | 4.70% | 495,495 | $12,756,511 | $12,372,510 | -$384,001 | -3.01% | |
| Sound View Wealth Advisors Group, Llc | 0.78% | 490,589 | $12,630,219 | $12,250,007 | -$380,212 | -3.01% | |
| Commonwealth Equity Services, Llc | 0.01% | 434,894 | $11,196,357 | $10,859,303 | -$337,054 | -3.01% | |
| Instrumental Wealth, Llc | 5.46% | 418,536 | $10,775,213 | $10,450,844 | -$324,369 | -3.01% | |
| Janney Montgomery Scott Llc | 0.02% | 415,635 | $10,701,000 | $10,378,406 | -$322,594 | -3.01% | |
| Lpl Financial Llc | 0.00% | 388,876 | $10,011,607 | $9,710,234 | -$301,373 | -3.01% | |
| Royal Bank Of Canada | 0.00% | 372,485 | $9,589,000 | $9,300,950 | -$288,050 | -3.00% | |
| Kestra Advisory Services, Llc | 0.03% | 335,084 | $8,626,740 | $8,367,047 | -$259,693 | -3.01% | |
| Guidance Point Advisors, Llc | 1.57% | 289,080 | $7,442,402 | $7,218,328 | -$224,074 | -3.01% | |
| Lido Advisors, Llc | 0.02% | 260,996 | $6,719,342 | $6,517,070 | -$202,272 | -3.01% | |
| Concurrent Investment Advisors, Llc | 0.05% | 247,004 | $6,359,118 | $6,167,690 | -$191,428 | -3.01% | |
| Parallel Advisors, Llc | 0.09% | 234,639 | $6,040,797 | $5,858,936 | -$181,861 | -3.01% | |
| Hancock Whitney Corp | 0.10% | 233,766 | $6,018,307 | $5,837,137 | -$181,170 | -3.01% | |
| Probity Advisors, Inc. | 0.85% | 231,197 | $5,952,176 | $5,772,989 | -$179,187 | -3.01% | |
| Mariner, Llc | 0.01% | 227,092 | $5,846,495 | $5,670,487 | -$176,008 | -3.01% | |
| Ironwood Financial, Llc | 0.84% | 210,239 | $5,340,060 | $5,249,668 | -$90,392 | -1.69% | |
| Krilogy Financial Llc | 0.16% | 204,922 | $5,275,717 | $5,116,902 | -$158,815 | -3.01% | |
| Lyell Wealth Management, Lp | 0.32% | 204,795 | $5,272,447 | $5,113,731 | -$158,716 | -3.01% | |
| Susquehanna International Group, Llp | 0.00% | 204,577 | $5,266,835 | $5,108,288 | -$158,547 | -3.01% | |
| Citadel Advisors Llc | 0.00% | 187,684 | $4,831,925 | $4,686,469 | -$145,456 | -3.01% | |
| 4Thought Financial Group Inc. | 2.25% | 185,959 | $4,787,505 | $4,643,396 | -$144,109 | -3.01% | |
| Benjamin Edwards Inc | 0.04% | 152,729 | $3,931,857 | $3,813,643 | -$118,214 | -3.01% | |
| Precedent Wealth Partners, Llc | 0.65% | 151,321 | $3,895,756 | $3,778,485 | -$117,271 | -3.01% | |
| Evergreen Private Wealth Llc | 1.35% | 142,119 | $3,658,855 | $3,548,711 | -$110,144 | -3.01% | |
| James Investment Research, Inc. | 0.34% | 130,105 | $3,349,554 | $3,248,722 | -$100,832 | -3.01% | |
| Mercer Global Advisors Inc | 0.00% | 128,946 | $3,319,716 | $3,219,782 | -$99,934 | -3.01% | |
| Cwm, Llc | 0.01% | 128,222 | $3,314,539 | $3,201,703 | -$112,836 | -3.40% | |
| Envestnet Asset Management Inc | 0.00% | 128,608 | $3,311,004 | $3,211,342 | -$99,662 | -3.01% | |
| Ep Wealth Advisors, Llc | 0.01% | 128,507 | $3,308,417 | $3,208,820 | -$99,597 | -3.01% | |
| Adirondack Trust Co | 0.98% | 128,140 | $3,298,253 | $3,199,656 | -$98,597 | -2.99% | |
| Howland Capital Management Llc | 0.12% | 126,693 | $3,261,712 | $3,163,524 | -$98,188 | -3.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 125,678 | $3,206,057 | $3,138,180 | -$67,877 | -2.12% | |
| First Interstate Bank | 0.16% | 119,680 | $3,081,162 | $2,988,410 | -$92,752 | -3.01% | |
| Atlantic Union Bankshares Corp | 0.05% | 112,702 | $2,901,514 | $2,814,169 | -$87,345 | -3.01% |
Frequently asked questions about IBDY
Who owns the most IBDY stock?
The largest holders of IBDY 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 2033 CORP (IBDY).
Is IBDY widely held by superinvestors?
Many widely followed stocks like IBDY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDY 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.