Who Owns IBDR?
iShares iBonds Dec 2026 Term Corporate ETF — Institutional Ownership & 13F Holdings
$24.25
-0.01 (-0.04%)
Market Cap
$3.7B
Shares Outstanding
151,757,939
Institutional Holders
401
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+190
Institutional data as of Q1 2025
New Positions
118
Closed Positions
20
Increased
167
Decreased
72
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $217.0M | 8,961,930 |
| 2 | GAMMA Investing LLC | $199.7M | 4,833,527 |
| 3 | MORGAN STANLEY | $101.2M | 4,180,253 |
| 4 | MERCER GLOBAL ADVISORS INC /ADV | $62.3M | 2,573,674 |
| 5 | RAYMOND JAMES FINANCIAL INC | $58.0M | 2,394,660 |
| 6 | AMERIPRISE FINANCIAL INC | $51.7M | 2,136,606 |
| 7 | ROYAL BANK OF CANADA | $35.8M | 1,477,727 |
| 8 | Sound View Wealth Advisors Group, LLC | $34.1M | 1,409,703 |
| 9 | WELLS FARGO & COMPANY/MN | $32.3M | 1,334,759 |
| 10 | Gratus Wealth Advisors, LLC | $31.4M | 1,297,632 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +560K | $217.0M |
| GAMMA Investing LLC | +4.7M | $199.7M |
| MORGAN STANLEY | +211K | $101.2M |
| MERCER GLOBAL ADVISORS INC /ADV | +371K | $62.3M |
| RAYMOND JAMES FINANCIAL INC | +337K | $58.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -2.1M | $51.7M |
| WELLS FARGO & COMPANY/MN | -1.6M | $32.3M |
| Venture Visionary Partners LLC | -829K | $19.6M |
| PFG Private Wealth Management, LLC | -576K | $784K |
| Corient Private Wealth LLC | -541K | $3K |
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Frequently Asked Questions
How many institutional investors hold IBDR?
As of Q1 2025, 401 institutional investors report holding IBDR (iShares iBonds Dec 2026 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDR?
The largest institutional holder of IBDR is BANK OF AMERICA CORP /DE/ with $217.0M in shares.
Are institutions buying or selling IBDR?
This quarter, 118 institutions opened new positions in IBDR and 20 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.