Who owns IBDX?
iShares iBonds Dec 2032 Term Corporate ETF · iShares
228 institutions reported holding IBDX, worth $1.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $162.6M | 6,456,747 | +113,849 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $88.3M | 3,505,410 | +175,235 shares |
| Wells Fargo & Company | San Francisco, CA | $77.8M | 3,089,226 | +273,891 shares |
| Capital Advisors Inc. | Tulsa, OK | $71.1M | 2,822,834 | +32,118 shares |
| Morgan Stanley | New York, NY | $65.3M | 2,594,159 | −314,883 shares |
| Bank of America Corp. | Charlotte, NC | $64.6M | 2,565,607 | +123,101 shares |
| Sigma Investment Counselors Inc. | Northville, MI | $39.9M | 1,585,690 | +74,050 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $33.9M | 1,345,144 | +327,495 shares |
| UBS Group AG | Zurich, Switzerland | $30.5M | 1,208,903 | +38,023 shares |
| Klingman & Associates, LLC | New York, NY | $29.6M | 1,175,446 | +93,892 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 IBDX?
228 institutional managers reported holding IBDX in Form 13F filings for June 30, 2026, worth $1.4B in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $162.6M.
Did institutions buy or sell IBDX last quarter?
Reported 13F value rose 7.0% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 12 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 IBDX 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.