Who Owns IBMS?
ISHARES IBONDS — Institutional Ownership & 13F Holdings
$25.98
+0.01 (+0.04%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
199
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+127
Institutional data as of Q1 2025
New Positions
69
Closed Positions
9
Increased
89
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $388.8M | 154,099 |
| 2 | UBS Group AG | $54.5M | 2,421,583 |
| 3 | Krilogy Financial LLC | $46.4M | 2,027,301 |
| 4 | WELLS FARGO & COMPANY/MN | $35.3M | 1,610,442 |
| 5 | TRUE Private Wealth AdvisorsNew | $32.8M | 1,508,488 |
| 6 | RAYMOND JAMES FINANCIAL INC | $29.7M | 1,334,973 |
| 7 | ATWOOD & PALMER INC | $24.8M | 1,138,479 |
| 8 | Parcion Private Wealth LLCNew | $21.4M | 937,088 |
| 9 | BANK OF AMERICA CORP /DE/ | $19.9M | 904,170 |
| 10 | STIFEL FINANCIAL CORP | $18.0M | 825,015 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +81K | $54.5M |
| Krilogy Financial LLC | +376K | $46.4M |
| WELLS FARGO & COMPANY/MN | +432K | $35.3M |
| TRUE Private Wealth AdvisorsNew | +1.5M | $32.8M |
| RAYMOND JAMES FINANCIAL INC | +159K | $29.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Stratos Wealth Partners, LTD. | -652K | $718K |
| NewEdge Advisors, LLC | -459K | $11.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -78K | $782K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -62K | $404K |
| OSAIC HOLDINGS, INC. | -31K | $2.5M |
Frequently Asked Questions
How many institutional investors hold IBMS?
As of Q1 2025, 199 institutional investors report holding IBMS (ISHARES IBONDS) in their 13F filings.
Which hedge fund owns the most IBMS?
The largest institutional holder of IBMS is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $388.8M in shares.
Are institutions buying or selling IBMS?
This quarter, 69 institutions opened new positions in IBMS and 9 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.