ETF Holders

Who owns IBDV?

Bond

iShares iBonds Dec 2030 Term Corporate ETF · iShares

349 institutions reported holding IBDV, worth $2.5B, in Form 13F filings for June 30, 2026.

13F holders
349
Institutional value
$2.5B
Change from prior quarter
+7.9%
+$181.0M, with price moves
New and sold-out firms
33 / 13
208 added, 61 trimmed

Top 10 institutional holders of IBDV

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$209.6M9,615,369+546,774 shares
Aptus Capital Advisors, LLCFairhope, AL$134.1M6,150,150+108,447 shares
Mercer Global Advisors Inc.Denver, CO$132.6M6,081,902+707,670 shares
Morgan StanleyNew York, NY$97.5M4,474,434−263,790 shares
Raymond James Financial Inc.St. Petersburg, FL$95.4M4,375,104+70,545 shares
Capital Investment Advisors, LLCAtlanta, GA$93.0M4,264,875+191,892 shares
Capital Advisors Inc.Tulsa, OK$70.9M3,253,303+38,072 shares
UBS Group AGZurich, Switzerland$66.0M3,026,804+909,716 shares
Wells Fargo & CompanySan Francisco, CA$65.8M3,017,703+88,578 shares
HM Payson & CoPortland, ME$59.4M2,726,515+272,104 shares
339 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IBDV?

349 institutional managers reported holding IBDV in Form 13F filings for June 30, 2026, worth $2.5B in total. The largest reported position was held by Bank of America Corp., at $209.6M.

Did institutions buy or sell IBDV last quarter?

Reported 13F value rose 7.9% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 13 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IBDV ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.