Who owns IBDY?
iShares iBonds Dec 2033 Term Corporate ETF · iShares
168 institutions reported holding IBDY, worth $805.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | Atlanta, GA | $85.0M | 3,299,900 | +193,116 shares |
| Morgan Stanley | New York, NY | $60.2M | 2,336,734 | +75,234 shares |
| Bank of America Corp. | Charlotte, NC | $55.2M | 2,142,584 | +209,408 shares |
| Capital Advisors Inc. | Tulsa, OK | $48.9M | 1,901,100 | New position |
| Sigma Investment Counselors Inc. | Northville, MI | $38.1M | 1,478,526 | +93,397 shares |
| Summit Financial, LLC | Parsippany, NJ | $29.4M | 1,143,222 | −895,423 shares |
| Summitry LLC | Foster City, CA | $26.8M | 1,042,372 | +17,177 shares |
| MV Capital Management, Inc. | Bethesda, MD | $24.3M | 944,849 | +7,628 shares |
| US Bancorp | Minneapolis, MN | $22.2M | 863,835 | +59,815 shares |
| HighTower Advisors, LLC | Chicago, IL | $19.0M | 738,622 | +115,572 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 IBDY?
168 institutional managers reported holding IBDY in Form 13F filings for June 30, 2026, worth $805.0M in total. The largest reported position was held by Capital Investment Advisors, LLC, at $85.0M.
Did institutions buy or sell IBDY last quarter?
Reported 13F value rose 4.2% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 14 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 IBDY 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.