ISHARES TR (IBDX) is held by 52 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Aptus Capital Advisors, LLC as of Q2 2026.

Are institutions buying or selling IBDX?

In Q2 2026, 36 institutions opened or increased positions in ISHARES TR while 11 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBDX?

HoldingsIntel scores ISHARES TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for IBDX. In Q2 2026, the institutional leg showed net inflows: 36 buying versus 11 selling.

How many hedge funds hold IBDX?

52 institutional investors report holding ISHARES TR (IBDX) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into IBDX?

As of Q2 2026, tracked institutions in ISHARES TR show 36 buyers versus 11 sellers — net inflows.

ISHARES TR

IBDX·46436E312·US·ETF·Unknown - Unknown

Holders

(11 Elite)

$656.9M

Total Value

77% (47)

Consensus

36 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 52 funds

11 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IBDX.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	6.5M(+1.8%)	$162.6M	1.1%	+6.28%	49
WELLS FARGO & COMPANY/MN	Increased	3.1M(+9.7%)	$77.8M	0.0%	+9.84%	33
MORGAN STANLEY	Decreased	2.6M(-10.8%)	$65.3M	0.0%	+4.53%	0
BANK OF AMERICA CORP /DE/	Increased	2.6M(+5.0%)	$64.6M	0.0%	+6.94%	31
ROYAL BANK OF CANADA	Increased	1.3M(+32.2%)	$33.9M	0.0%	+1.45%	37
UBS Group AG	Increased	1.2M(+3.3%)	$30.5M	0.0%	+7.75%	30
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+60.2%)	$29.3M	0.0%	+1.82%	41
AMERIPRISE FINANCIAL INC	Decreased	943,449(-6.5%)	$23.8M	0.0%	+3.98%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	908,163(+4.6%)	$22.9M	0.0%	+6.02%	30
NewEdge Advisors, LLC	Increased	876,466(+5.6%)	$22.1M	0.1%	+1.82%	30
HighTower Advisors, LLC	Increased	860,425(+0.8%)	$21.7M	0.0%	+4.24%	29
LPL Financial LLC	Increased	563,924(+10.6%)	$14.2M	0.0%	+4.67%	31
COMMONWEALTH EQUITY SERVICES, LLC	Increased	528,252(+3.5%)	$13.3M	0.0%	+4.85%	29
Rockefeller Capital Management L.P.	Increased	527,541(+1.5%)	$13.3M	0.0%	+9.14%	28
Lido Advisors, LLC	Increased	245,637(+1.9%)	$6.2M	0.0%	+5.98%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	193,616(+6.1%)	$4.9M	0.0%	+5.30%	29
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	181,414(+7.6%)	$4.6M	0.0%	+1.35%	29
RWA WEALTH PARTNERS, LLC	Increased	165,231(+1.1%)	$4.2M	0.0%	+7.45%	27
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	164,660(+39.1%)	$4.1M	0.0%	+2.49%	35
BENJAMIN EDWARDS INC	Decreased	152,965(-14.0%)	$3.9M	0.0%	+7.56%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ISHARES TR

Smart Money Verdict

Who's Trading

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