IBDX ISHARES TR: institutional ownership and insider trading

247 funds reported holding $1.38B of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $70.7M, with 18 new positions and 11 funds selling out.

Famous investors holding IBDX

Largest institutional holders of IBDX

  1. Aptus Capital Advisors, LLC — $163M
  2. Capital Investment Advisors, LLC — $88.2M
  3. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $77.8M
  4. CAPITAL ADVISORS INC/OK — $71.1M
  5. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $65.3M
  6. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $64.6M
  7. SIGMA INVESTMENT COUNSELORS INC — $39.9M
  8. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $33.9M
  9. Klingman & Associates, LLC — $32.2M
  10. UBS Group AG (UBS) — $30.5M

All IBDX 13F holders