ISHARES TR (IBDW) is held by 59 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Aptus Capital Advisors, LLC as of Q1 2026.

Are institutions buying or selling IBDW?

In Q1 2026, 41 institutions opened or increased positions in ISHARES TR while 15 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBDW?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

How many hedge funds hold IBDW?

59 institutional investors report holding ISHARES TR (IBDW) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into IBDW?

As of Q1 2026, tracked institutions in ISHARES TR show 41 buyers versus 15 sellers — net inflows.

ISHARES TR

IBDW·46436E486·US·ETF·Unknown - Unknown

Holders

Avg rating(21 Elite)

$880.7M

Total Value

73% (59)

Fund Consensus

41 buying - 15 selling

No verdict yet — fewer than 2 funds hold IBDW.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	7.4M(+1.8%)	$154.7M	1.2%	+7.31%	49
BANK OF AMERICA CORP /DE/	Increased	5.2M(+23.5%)	$108.1M	0.0%	+2.53%	36
MORGAN STANLEY	Increased	5.1M(+8.2%)	$105.9M	0.0%	+4.01%	32
RAYMOND JAMES FINANCIAL INC	Increased	3.6M(+40.4%)	$74.6M	0.0%	+1.07%	39
WELLS FARGO & COMPANY/MN	Decreased	2.1M(-8.9%)	$43.5M	0.0%	+8.97%	0
ROYAL BANK OF CANADA	Increased	2.1M(+5.6%)	$43.1M	0.0%	+2.50%	31
UBS Group AG	Increased	1.9M(+13.8%)	$39.7M	0.0%	+6.88%	33
HighTower Advisors, LLC	Increased	1.8M(+46.4%)	$37.1M	0.0%	+1.31%	40
AMERIPRISE FINANCIAL INC	Decreased	1.6M(-27.5%)	$33.7M	0.0%	+3.72%	0
NewEdge Advisors, LLC	Decreased	1.2M(-2.1%)	$24.5M	0.1%	+14.23%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	909,529(-53.1%)	$19M	0.0%	-1.69%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	891,295(+5.0%)	$18.7M	0.0%	+5.52%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	769,745(-9.8%)	$16.1M	0.0%	+8.02%	0
EP Wealth Advisors, LLC	Decreased	731,129(-2.0%)	$15.3M	0.1%	+1.47%	0
Lido Advisors, LLC	Decreased	696,445(-2.2%)	$14.6M	0.0%	+14.04%	0
LPL Financial LLC	Increased	649,780(+8.5%)	$13.6M	0.0%	+4.45%	30
Mariner, LLC	Increased	649,578(+7.2%)	$13.6M	0.0%	-0.68%	30
Rockefeller Capital Management L.P.	Increased	632,154(+1.7%)	$13.2M	0.0%	+14.06%	28
TRUIST FINANCIAL CORP	Increased	423,036(+4.6%)	$8.9M	0.0%	-1.96%	29
Kestra Advisory Services, LLC	Increased	414,526(+28.5%)	$8.7M	0.0%	+4.26%	34