ISHARES IBONDS OCT 2027 TT (IBID) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS OCT 2027 TT (IBID). 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, Lpl Financial Llc, Blackrock, Inc., Osaic Holdings, Inc., and Addison Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+1,148+11.1%11,484$301.33KQ2 2026Aug 18, 2026
Raymond James Financial IncBuy+376,722+230.6%540,076$14.17MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+61,694+318.5%81,062$2.13MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+29,677+70.0%72,071$1.89MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+17,278+116.6%32,093$842.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+16,925—16,925$444.11KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+14,624+38.4%52,708$1.38MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+32+0.2%17,550$460.50KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcSell-93-9.6%876$22.98KQ2 2026Aug 13, 2026
Tower Research Capital Llc (Trc)Sell-37,105-80.0%9,291$243.80KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+7,782+391.1%9,772$256.42KQ2 2026Aug 11, 2026
Addison Advisors LlcSell-48,388-44.5%60,275$1.58MQ2 2026Aug 10, 2026
Bradley & Co. Private Wealth Management, LlcBuy+31+0.1%22,855$599.73KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+88,910+55.6%248,800$6.53MQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+69,992+69.2%171,192$4.49MQ2 2026Aug 07, 2026
Quent Capital, LlcBuy+400—400$10.50KQ2 2026Aug 07, 2026
Central Trust CoBuy+5,960+31.3%24,999$655.97KQ2 2026Jul 31, 2026
First National Trust CoBuy+9,515—9,515$249.67KQ2 2026Jul 30, 2026
Asset Dedication, LlcBuy+2,683—2,683$70.40KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+13,334—13,334$349.88KQ2 2026Jul 29, 2026
Jim Saulnier & Associates, LlcBuy+2,570+20.5%15,126$396.91KQ2 2026Jul 28, 2026
4Thought Financial Group Inc.Buy+469+3.5%13,964$366.41KQ2 2026Jul 28, 2026
High Note Wealth, LlcBuy+3+0.0%51,499$1.35MQ2 2026Jul 23, 2026
Farther Finance Advisors, LlcBuy+1,150—1,150$30.18KQ2 2026Jul 17, 2026
Davenport & Co LlcBuy+30,008+342.2%38,778$1.02MQ2 2026Jul 13, 2026
Mkt Advisors LlcBuy+1,431+8.2%18,880$484.84KQ2 2026Jul 09, 2026
Quantum Financial Advisors, LlcBuy+22,856+6.7%365,365$9.59MQ2 2026Jul 08, 2026
Mcilrath & Eck, LlcSell-1,535-100.0%0$0.00Q2 2026May 19, 2026
Creative PlanningSell-32,493-100.0%0$0.00Q2 2026May 12, 2026
Ubs Group AgSell-743-100.0%0$0.00Q2 2026May 05, 2026
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Frequently asked questions about IBID activity

  • Which institutional owners are buying IBID?

    Institutional owners buying IBID 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 IBID activity?

    "Buy" means an investor increased their reported position in IBID compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS OCT 2027 TT (IBID) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBID increasing?

    Institutional interest in IBID 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.

IBID Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet