ISHARES IBONDS DEC 2033 CORP (IBDY) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $684.73M in IBDY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IBDY tracked by InsiderSet, reporting ownership valued at approximately $58.46M 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 $57.99M, representing an estimated loss of -0.81% 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 Morgan Stanley, Summit Financial, Llc, First Interstate Bank, 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
158
Total Reported Value
$684.73M
Largest Holder
Morgan Stanley
Largest Position
$58.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
168
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,261,500 | $58,459,795 | $57,987,121 | -$472,674 | -0.81% | |
| Summit Financial, Llc | 0.67% | 2,038,645 | $52,698,976 | $52,272,896 | -$426,080 | -0.81% | |
| First Interstate Bank | 2.82% | 1,940,344 | $50,157,892 | $49,752,361 | -$405,531 | -0.81% | |
| Bank Of America Corp | 0.00% | 1,933,176 | $49,972,598 | $49,568,566 | -$404,032 | -0.81% | |
| Sigma Investment Counselors Inc | 1.89% | 1,385,129 | $35,805,594 | $35,516,093 | -$289,501 | -0.81% | |
| Summitry Llc | 1.17% | 1,033,587 | $26,718,220 | $26,502,204 | -$216,016 | -0.81% | |
| Mv Capital Management, Inc. | 2.38% | 937,221 | $24,227,170 | $24,031,284 | -$195,886 | -0.81% | |
| Envision Financial Planning, Llc | 7.84% | 838,607 | $21,678,003 | $21,502,722 | -$175,281 | -0.81% | |
| Us Bancorp \De\ | 0.03% | 804,020 | $20,783,917 | $20,615,877 | -$168,040 | -0.81% | |
| Ameriprise Financial Inc | 0.00% | 668,866 | $17,287,773 | $17,150,393 | -$137,380 | -0.79% | |
| Wells Fargo & Company/Mn | 0.00% | 645,507 | $16,686,362 | $16,551,445 | -$134,917 | -0.81% | |
| Hightower Advisors, Llc | 0.02% | 623,050 | $16,105,616 | $15,975,625 | -$129,991 | -0.81% | |
| Arrow Financial Corp | 1.53% | 589,794 | $15,246,198 | $15,122,908 | -$123,290 | -0.81% | |
| Raymond James Financial Inc | 0.00% | 556,383 | $14,382,505 | $14,266,217 | -$116,288 | -0.81% | |
| Ubs Group Ag | 0.00% | 534,158 | $13,807,984 | $13,696,345 | -$111,639 | -0.81% | |
| Rockefeller Capital Management L.P. | 0.02% | 508,731 | $13,150,715 | $13,044,372 | -$106,343 | -0.81% | |
| Mb, Levis & Associates, Llc | 5.29% | 490,228 | $12,672,394 | $12,569,936 | -$102,458 | -0.81% | |
| Commonwealth Equity Services, Llc | 0.02% | 423,185 | $10,939,320 | $10,850,887 | -$88,433 | -0.81% | |
| Instrumental Wealth, Llc | 6.62% | 416,784 | $10,773,865 | $10,686,759 | -$87,106 | -0.81% | |
| Lpl Financial Llc | 0.00% | 362,791 | $9,378,152 | $9,302,324 | -$75,828 | -0.81% | |
| Jane Street Group, Llc | 0.01% | 333,588 | $8,623,250 | $8,553,530 | -$69,720 | -0.81% | |
| Kestra Advisory Services, Llc | 0.03% | 332,981 | $8,607,561 | $8,537,966 | -$69,595 | -0.81% | |
| Mariner, Llc | 0.01% | 296,460 | $7,663,492 | $7,601,531 | -$61,961 | -0.81% | |
| Guidance Point Advisors, Llc | 1.70% | 278,279 | $7,193,570 | $7,135,352 | -$58,218 | -0.81% | |
| Susquehanna International Group, Llp | 0.01% | 275,594 | $7,124,105 | $7,066,506 | -$57,599 | -0.81% | |
| Royal Bank Of Canada | 0.00% | 271,146 | $7,009,000 | $6,952,455 | -$56,545 | -0.81% | |
| Lido Advisors, Llc | 0.02% | 234,103 | $6,051,581 | $6,002,635 | -$48,946 | -0.81% | |
| Hancock Whitney Corp | 0.10% | 226,296 | $5,849,752 | $5,802,456 | -$47,296 | -0.81% | |
| Parallel Advisors, Llc | 0.10% | 213,017 | $5,506,498 | $5,461,969 | -$44,529 | -0.81% | |
| Krilogy Financial Llc | 0.17% | 207,771 | $5,388,541 | $5,327,456 | -$61,085 | -1.13% | |
| Probity Advisors, Inc. | 0.78% | 189,326 | $4,894,074 | $4,854,508 | -$39,566 | -0.81% | |
| Lyell Wealth Management, Lp | 0.34% | 181,445 | $4,690,353 | $4,652,431 | -$37,922 | -0.81% | |
| Benjamin Edwards Inc | 0.05% | 178,596 | $4,616,625 | $4,579,380 | -$37,245 | -0.81% | |
| 4Thought Financial Group Inc. | 2.25% | 175,675 | $4,541,207 | $4,504,483 | -$36,724 | -0.81% | |
| Atlantic Union Bankshares Corp | 0.07% | 149,627 | $3,867,858 | $3,836,586 | -$31,272 | -0.81% | |
| James Investment Research, Inc. | 0.40% | 137,551 | $3,555,693 | $3,526,945 | -$28,748 | -0.81% | |
| Evergreen Private Wealth Llc | 1.41% | 135,299 | $3,497,485 | $3,469,202 | -$28,283 | -0.81% | |
| Envestnet Asset Management Inc | 0.00% | 134,074 | $3,465,808 | $3,437,791 | -$28,017 | -0.81% | |
| Gts Securities Llc | 0.12% | 129,668 | $3,351,918 | $3,324,817 | -$27,101 | -0.81% | |
| Precedent Wealth Partners, Llc | 0.67% | 128,541 | $3,322,796 | $3,295,920 | -$26,876 | -0.81% | |
| Cwm, Llc | 0.01% | 128,222 | $3,314,539 | $3,287,740 | -$26,799 | -0.81% | |
| Adirondack Trust Co | 1.03% | 118,919 | $3,072,807 | $3,049,202 | -$23,605 | -0.77% | |
| Mercer Global Advisors Inc | 0.00% | 113,858 | $2,943,241 | $2,919,433 | -$23,808 | -0.81% | |
| Onedigital Investment Advisors Llc | 0.03% | 105,779 | $2,734,380 | $2,712,279 | -$22,101 | -0.81% | |
| Signature Wealth Management Group | 1.03% | 105,106 | $2,716,983 | $2,695,023 | -$21,960 | -0.81% | |
| Marathon Mission, Inc. | 1.52% | 101,044 | $2,611,987 | $2,590,869 | -$21,118 | -0.81% | |
| Seneca House Advisors | 0.97% | 94,840 | $2,451,614 | $2,431,792 | -$19,822 | -0.81% | |
| Stonebrook Private Inc. | 0.51% | 93,038 | $2,405,025 | $2,385,587 | -$19,438 | -0.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 89,743 | $2,318,060 | $2,301,100 | -$16,960 | -0.73% | |
| Citadel Advisors Llc | 0.00% | 89,444 | $2,312,127 | $2,293,434 | -$18,693 | -0.81% |
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.