iShares Ibonds DEC 2033 ETF (IBDY): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 170

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.75

-0.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBDY (all 13F filers)

Capital Investment Advisors3.3 MType not verified+193 K
Morgan Stanley2.3 MBank or trading desk+75 K
Bank of America2.1 MBank or trading desk+209 K
Capital Advisors1.9 MType not verified+1.9 M
Sigma Investment Counselors1.5 MType not verified+93 K
Summit Financial1.1 MType not verified−895 K
Summitry1.0 MWealth adviser+17 K
MV Capital Management945 KType not verified+7,628
US Bancorp864 KBank or trading desk+60 K
HighTower Advisors739 KWealth adviser+116 K

Filer	Type
Capital Investment Advisors	Type not verified	3.3 M	+193 K	$85.0M
Morgan Stanley	Bank or trading desk	2.3 M	+75 K	$60.2M
Bank of America	Bank or trading desk	2.1 M	+209 K	$55.2M
Capital Advisors	Type not verified	1.9 M	+1.9 M	$48.9M
Sigma Investment Counselors	Type not verified	1.5 M	+93 K	$38.1M
Summit Financial	Type not verified	1.1 M	−895 K	$29.4M
Summitry	Wealth adviser	1.0 M	+17 K	$26.8M
MV Capital Management	Type not verified	945 K	+7,628	$24.3M
US Bancorp	Bank or trading desk	864 K	+60 K	$22.2M
HighTower Advisors	Wealth adviser	739 K	+116 K	$19.0M

Capital Investment Advisors
Shares
3.3 M
Change
+193 K
See more
Type
Type not verified
Value
$85.0M
Morgan Stanley
Shares
2.3 M
Change
+75 K
See more
Type
Bank or trading desk
Value
$60.2M
Bank of America
Shares
2.1 M
Change
+209 K
See more
Type
Bank or trading desk
Value
$55.2M
Capital Advisors
Shares
1.9 M
Change
+1.9 M
See more
Type
Type not verified
Value
$48.9M
Sigma Investment Counselors
Shares
1.5 M
Change
+93 K
See more
Type
Type not verified
Value
$38.1M
Summit Financial
Shares
1.1 M
Change
−895 K
See more
Type
Type not verified
Value
$29.4M
Summitry
Shares
1.0 M
Change
+17 K
See more
Type
Wealth adviser
Value
$26.8M
MV Capital Management
Shares
945 K
Change
+7,628
See more
Type
Type not verified
Value
$24.3M
US Bancorp
Shares
864 K
Change
+60 K
See more
Type
Bank or trading desk
Value
$22.2M
HighTower Advisors
Shares
739 K
Change
+116 K
See more
Type
Wealth adviser
Value
$19.0M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗