ISHARES IBNDS DEC 2032 TT (IBTM) Institutional Ownership Changes & 13F Activity
ISHARES IBNDS DEC 2032 TT (IBTM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Cetera Investment Advisers, Citadel Advisors Llc, United Capital Financial Advisors, Llc, Raymond James Financial Inc, and Verus Capital Partners, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Verus Capital Partners, Llc | Sell | -31,875 | -100.0% | 0 | $0.00 | Q1 2026 | Jul 09, 2026 |
| Wells Fargo & Company/Mn | Buy | +23,942 | +7.3% | 351,071 | $8.05M | Q1 2026 | Jul 08, 2026 |
| Mcilrath & Eck, Llc | Buy | +3,162 | — | 3,162 | $72.52K | Q1 2026 | May 19, 2026 |
| Strait & Sound Wealth Management Llc | Buy | +9,554 | — | 9,554 | $219.08K | Q1 2026 | May 18, 2026 |
| Bank Of America Corp | Sell | -1,260 | -0.7% | 187,988 | $4.31M | Q1 2026 | May 18, 2026 |
| Citadel Advisors Llc | Buy | +94,266 | +95.6% | 192,879 | $4.42M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +55,238 | +22.2% | 304,411 | $6.97M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +22,538 | +2.7% | 848,984 | $19.47M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +22,086 | +36.2% | 83,123 | $1.91M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +14,364 | — | 14,364 | $329.37K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +12,899 | +6.9% | 199,069 | $4.56M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +10,147 | +49.5% | 30,666 | $703.17K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +4,132 | +1.1% | 369,187 | $8.47M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -2,229 | -14.1% | 13,602 | $311.81K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +2,109 | +1.5% | 145,272 | $3.33M | Q1 2026 | May 15, 2026 |
| Headinvest, Llc | Sell | -1,954 | -8.6% | 20,779 | $476.47K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +1,745 | — | 1,745 | $40.01K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,512 | — | 1,512 | $34.67K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +907 | — | 907 | $20.80K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +226 | +14.6% | 1,774 | $40.70K | Q1 2026 | May 15, 2026 |
| L2 Asset Management, Llc | Buy | +171 | +0.6% | 27,862 | $638.89K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +110 | +0.4% | 29,520 | $676.91K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +35,269 | +7.2% | 527,222 | $12.09M | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Buy | +8,826 | — | 8,826 | $202.00K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +781 | +1.5% | 53,034 | $1.22M | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +691 | +2.7% | 26,658 | $611.28K | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +650 | +6.0% | 11,464 | $262.87K | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management Llc | Buy | +346 | +2.0% | 17,456 | $400.28K | Q1 2026 | May 14, 2026 |
| Hazlett, Burt & Watson, Inc. | Buy | +1 | +0.6% | 173 | $4.00K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -119,109 | -60.3% | 78,498 | $1.80M | Q1 2026 | May 13, 2026 |
Frequently asked questions about IBTM activity
Which institutional owners are buying IBTM?
Institutional owners buying IBTM 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 IBTM activity?
"Buy" means an investor increased their reported position in IBTM compared to the prior reporting period. This reflects growing exposure to ISHARES IBNDS DEC 2032 TT (IBTM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBTM increasing?
Institutional interest in IBTM 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.