IBDX · iShares iBonds Dec 2032 Term Corporate ETF ETF

Alerts for IBDX

$24.63 -0.03 (-0.10%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $290,037

Total Shares: 11,514

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+84.0 pts

Top 5

100.0%

+50.1 pts

Top 10

100.0%

+26.2 pts

HHI

10,000

Highly concentrated+9,265

Quarterly Activity

vs Mar 31, 2026

New

0

Increased

0

Decreased

1

Sold Out

66

Unchanged

0

Holder count: -66

Institutional value: -99.9%

Shares held: -99.9%

Top Buyers

vs Mar 31, 2026

No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds	Open
Mega CITADEL ADVISORS LLC	−19,646	11,514

Top New Positions

vs Mar 31, 2026

No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega MORGAN STANLEY	2,909,042	$73,511,491
Mega BANK OF AMERICA CORP /DE/	2,442,506	$61,722,125
Mid Summit Financial, LLC	1,584,574	$40,042,184
Small Klingman & Associates, LLC	1,081,554	$27,330,869
Small Seven Springs Wealth Group, LLC	1,061,550	$26,825,368

Filter: New 0 Increased 0 Reduced 1 Sold out 66 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBDX

$290,037

100.00%

11,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	11,514	$290,037	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	2,909,042	$73,511,491	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	124,749	$3,152,407	5.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	1,393,691	$35,218,571	57.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	924,066	$23,351,147	37.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	1,016,228	$25,680,081	99.9%	Defined
RBC Dominion Securities Inc.	621	$15,692	0.1%	Defined
RBC Private Counsel (USA) Inc.	800	$20,216	0.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	1,008,678	$25,489,293	99.9%	Defined
Ameriprise Bank, FSB	564	$14,252	0.1%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	868,522	$21,947,550	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	540,530	$13,659,193	74.5%	Defined
Raymond James Financial Services Advisors, Inc.	174,728	$4,415,376	24.1%	Defined
RAYMOND JAMES TRUST N.A.	10,000	$252,700	1.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	519,723	$13,133,400	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bank	348,200	$8,799,014	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	186,427	$4,711,010	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	148,363	$3,749,133	83.4%	Defined
Benjamin F. Edwards Wealth Management, LLC	29,428	$743,645	16.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	95,718	$2,418,793	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mariner Independent Advisor Network, LLC	78,363	$1,980,233	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	71,366	$1,803,418	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	70,964	$1,793,260	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FREESTONE CAPITAL MANAGEMENT LLC	37,245	$941,181	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	33,442	$845,079	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	16,799	$424,510	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LPL FINANCIAL LLC	16,000	$404,320	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	9,254	$233,848	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	3,177	$80,282	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Barclays Bank (Suisse) SA	805	$20,342	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS SECURITIES LTD.	589	$14,884	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	51	$1,288	100.0%	Sole