Who owns IBDU?
iShares iBonds Dec 2029 Term Corporate ETF · iShares
386 institutions reported holding IBDU, worth $3.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Shufro Rose & Co LLC | New York, NY | $200.8M | 8,668,602 | +4,690,474 shares |
| Bank of America Corp. | Charlotte, NC | $176.7M | 7,630,704 | +317,100 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $150.5M | 6,497,005 | +115,992 shares |
| Morgan Stanley | New York, NY | $150.3M | 6,487,553 | −205,278 shares |
| Mercer Global Advisors Inc. | Denver, CO | $134.1M | 5,791,658 | +757,876 shares |
| Capital Advisors Inc. | Tulsa, OK | $119.0M | 5,140,239 | +56,623 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $93.5M | 4,035,738 | +171,532 shares |
| UBS Group AG | Zurich, Switzerland | $90.0M | 3,887,671 | +206,114 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $83.4M | 3,599,661 | +427,462 shares |
| HM Payson & Co | Portland, ME | $72.8M | 3,142,337 | +314,936 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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Compare what they hold: IBDU vs SHM, IBDU vs NEAR, IBDU vs CMF, IBDU vs CGHM.
Frequently asked questions
Who owns IBDU?
386 institutional managers reported holding IBDU in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Shufro Rose & Co LLC, at $200.8M.
Did institutions buy or sell IBDU last quarter?
Reported 13F value rose 6.7% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 34 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 IBDU 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.