IBDY · iShares iBonds Dec 2033 Term Corporate ETF ETF
$25.15
+0.01 (+0.02%)
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.
Holders: 2
Total Value: $5,205,998
Total Shares: 202,214
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
92.8%
+82.5 pts
Top 5
100.0%
+62.6 pts
Top 10
100.0%
+46.1 pts
HHI
8,666
Highly concentrated+8,269
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
160
Unchanged
0
Holder count:
-159
Institutional value:
-99.3%
Shares held:
-99.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +98,240 | 187,684 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 14,530 | $374,074 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Capital Investment Advisors, LLC | 3,106,784 | $80,310,366 | |
| Mega MORGAN STANLEY | 2,261,500 | $58,459,774 | |
| Mid Summit Financial, LLC | 2,038,645 | $52,698,973 | |
| Small First Interstate Bank | 1,940,344 | $50,157,892 | |
| Mega BANK OF AMERICA CORP /DE/ | 1,933,176 | $49,972,598 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBDY | $4,831,924 | 92.81% | 187,684 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC IBDY | $374,074 | 7.19% | 14,530 | Shares | 2026-08-27 |