IBDY ISHARES TR: institutional ownership and insider trading

183 funds reported holding $875M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $34.1M, with 22 new positions and 14 funds selling out.

Famous investors holding IBDY

Largest institutional holders of IBDY

  1. Capital Investment Advisors, LLC — $85.2M
  2. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $60.2M
  3. 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) — $55.2M
  4. CAPITAL ADVISORS INC/OK — $48.9M
  5. HENGEHOLD CAPITAL MANAGEMENT LLC — $38.4M
  6. SIGMA INVESTMENT COUNSELORS INC — $38.1M
  7. Summit Financial, LLC — $29.4M
  8. SUMMITRY LLC — $26.8M
  9. MV CAPITAL MANAGEMENT, INC. — $24.3M
  10. US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) — $22.2M

Who owns the most IBDY stock?

The largest institutional holders of ISHARES TR in the latest 13F filings are Capital Investment Advisors, LLC ($85.2M), MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($60.2M), 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) ($55.2M).

Which famous investors own IBDY?

Ken Griffin.

All IBDY 13F holders