Who owns IBDS?
iShares iBonds Dec 2027 Term Corporate ETF · iShares
418 institutions reported holding IBDS, worth $2.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $234.7M | 9,690,105 | +422,757 shares |
| Mercer Global Advisors Inc. | Denver, CO | $134.8M | 5,566,800 | +365,673 shares |
| Morgan Stanley | New York, NY | $110.7M | 4,571,915 | +171,910 shares |
| UBS Group AG | Zurich, Switzerland | $102.2M | 4,219,212 | −44,178 shares |
| HM Payson & Co | Portland, ME | $100.6M | 4,152,438 | +18,754 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $91.0M | 3,756,955 | +381,178 shares |
| LPL Financial LLC | Fort Mill, SC | $88.5M | 3,652,706 | +215,097 shares |
| Sound View Wealth Advisors Group, LLC | Savannah, GA | $52.1M | 2,150,618 | +101,644 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $46.5M | 1,918,973 | +156,524 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $46.2M | 1,906,529 | +87,288 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBDS?
418 institutional managers reported holding IBDS in Form 13F filings for June 30, 2026, worth $2.6B in total. The largest reported position was held by Bank of America Corp., at $234.7M.
Did institutions buy or sell IBDS last quarter?
Reported 13F value rose 1.4% from March 31, 2026, which includes price moves as well as buying and selling. 39 firms reported a new position and 40 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBDS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.