ISHARES IBONDS OCT 2026 TT (IBIC) Institutional Ownership Changes & 13F Activity
ISHARES IBONDS OCT 2026 TT (IBIC). 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 Raymond James Financial Inc, Blackrock, Inc., Quantum Financial Advisors, Llc, Addison Advisors Llc, and Collaborative Fund Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +4,505 | +11.9% | 42,348 | $1.10M | Q2 2026 | Sep 02, 2026 |
| Raymond James Financial Inc | Buy | +349,268 | +226.4% | 503,540 | $13.14M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +20,648 | — | 20,648 | $538.71K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,690 | +6.3% | 45,376 | $1.18M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +1,223 | +11.1% | 12,210 | $318.56K | Q2 2026 | Aug 14, 2026 |
| Fmr Llc | Buy | +690 | — | 690 | $18.00K | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +5,931 | +77.1% | 13,623 | $355.42K | Q2 2026 | Aug 11, 2026 |
| Addison Advisors Llc | Sell | -47,358 | -46.1% | 55,385 | $1.44M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +11,299 | +22.7% | 61,051 | $1.59M | Q2 2026 | Aug 07, 2026 |
| Collaborative Fund Advisors, Llc | Buy | +45,094 | — | 45,094 | $1.18M | Q2 2026 | Jul 31, 2026 |
| Central Trust Co | Buy | +2,578 | +5.5% | 49,388 | $1.29M | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, Llc | Buy | +771 | — | 771 | $20.12K | Q2 2026 | Jul 30, 2026 |
| Jim Saulnier & Associates, Llc | Buy | +1,369 | +12.5% | 12,356 | $322.37K | Q2 2026 | Jul 28, 2026 |
| 4Thought Financial Group Inc. | Buy | +371 | +2.7% | 14,113 | $368.20K | Q2 2026 | Jul 28, 2026 |
| Cohalo Advisory Llc | Buy | +8,089 | — | 8,089 | $211.07K | Q2 2026 | Jul 24, 2026 |
| High Note Wealth, Llc | Buy | +3 | +0.0% | 143,180 | $3.74M | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, Llc | Sell | -162 | -100.0% | 0 | $4.00 | Q2 2026 | Jul 17, 2026 |
| Davenport & Co Llc | Buy | +30,269 | +342.3% | 39,113 | $1.02M | Q2 2026 | Jul 13, 2026 |
| Mkt Advisors Llc | Buy | +1,426 | +7.8% | 19,760 | $504.97K | Q2 2026 | Jul 09, 2026 |
| Quantum Financial Advisors, Llc | Sell | -65,480 | -19.8% | 264,637 | $6.90M | Q2 2026 | Jul 08, 2026 |
| Blackrock, Inc. | Sell | -102,178 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -25,059 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Sigma Planning Corp | Sell | -8,784 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
Frequently asked questions about IBIC activity
Which institutional owners are buying IBIC?
Institutional owners buying IBIC 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 IBIC activity?
"Buy" means an investor increased their reported position in IBIC compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS OCT 2026 TT (IBIC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBIC increasing?
Institutional interest in IBIC 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.