Who Owns IBDQ?
ISHARES TR — Institutional Ownership & 13F Holdings
$0.00
+0.00 (+0.00%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
407
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+173
Institutional data as of Q1 2025
New Positions
110
Closed Positions
19
Increased
140
Decreased
103
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GAMMA Investing LLC | $201.3M | 5,063,575 |
| 2 | BANK OF AMERICA CORP /DE/ | $181.9M | 7,232,531 |
| 3 | MORGAN STANLEY | $95.2M | 3,785,376 |
| 4 | UBS Group AG | $72.8M | 2,894,587 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $62.0M | 2,464,751 |
| 6 | RAYMOND JAMES FINANCIAL INC | $58.3M | 2,318,731 |
| 7 | Sound View Wealth Advisors Group, LLC | $52.4M | 2,082,429 |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $34.9M | 1,388,265 |
| 9 | Gratus Wealth Advisors, LLC | $31.1M | 1,236,860 |
| 10 | ROYAL BANK OF CANADA | $28.9M | 1,150,568 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GAMMA Investing LLC | +4.9M | $201.3M |
| BANK OF AMERICA CORP /DE/ | +345K | $181.9M |
| MERCER GLOBAL ADVISORS INC /ADV | +293K | $62.0M |
| RAYMOND JAMES FINANCIAL INC | +113K | $58.3M |
| Sound View Wealth Advisors Group, LLC | +58K | $52.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ashton Thomas Private Wealth, LLC | -570K | $347K |
| AMERIPRISE FINANCIAL INC | -496K | $27.2M |
| MORGAN STANLEY | -325K | $95.2M |
| PFG Private Wealth Management, LLC | -293K | $906K |
| UBS Group AG | -285K | $72.8M |
Famous Fund Managers
Frequently Asked Questions
How many institutional investors hold IBDQ?
As of Q1 2025, 407 institutional investors report holding IBDQ (ISHARES TR) in their 13F filings.
Which hedge fund owns the most IBDQ?
The largest institutional holder of IBDQ is GAMMA Investing LLC with $201.3M in shares.
Are institutions buying or selling IBDQ?
This quarter, 110 institutions opened new positions in IBDQ and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.