ISHARES TR (IBDX) is held by 56 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 IBDX?

In Q1 2026, 39 institutions opened or increased positions in ISHARES TR while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBDX?

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 IBDX?

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

Is institutional money flowing into IBDX?

As of Q1 2026, tracked institutions in ISHARES TR show 39 buyers versus 12 sellers — net inflows.

ISHARES TR

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

Holders

Avg rating(20 Elite)

$634.2M

Total Value

76% (56)

Fund Consensus

39 buying - 12 selling

No verdict yet — fewer than 2 funds hold IBDX.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	6.3M(+1.8%)	$160.3M	1.3%	+4.49%	49
MORGAN STANLEY	Increased	2.9M(+11.7%)	$73.5M	0.0%	+2.58%	33
WELLS FARGO & COMPANY/MN	Decreased	2.8M(-7.1%)	$71.1M	0.0%	+9.04%	0
BANK OF AMERICA CORP /DE/	Increased	2.4M(+5.2%)	$61.7M	0.0%	+5.23%	31
UBS Group AG	Increased	1.2M(+21.4%)	$29.6M	0.0%	+6.04%	34
ROYAL BANK OF CANADA	Increased	1M(+2.7%)	$25.7M	0.0%	+0.87%	29
AMERIPRISE FINANCIAL INC	Decreased	1M(-43.4%)	$25.5M	0.0%	+2.11%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	868,522(+13.4%)	$21.9M	0.0%	+4.33%	32
HighTower Advisors, LLC	Increased	854,043(+2.5%)	$21.6M	0.0%	+2.34%	29
NewEdge Advisors, LLC	Decreased	829,662(-3.5%)	$21M	0.1%	+2.89%	0
RAYMOND JAMES FINANCIAL INC	Increased	725,258(+20.5%)	$18.3M	0.0%	+1.27%	34
Rockefeller Capital Management L.P.	Increased	519,723(+1.3%)	$13.1M	0.0%	+13.56%	28
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	510,121(-10.5%)	$12.9M	0.0%	+3.20%	0
LPL Financial LLC	Increased	509,925(+38.5%)	$12.9M	0.0%	+3.14%	37
Lido Advisors, LLC	Increased	241,095(+36.9%)	$6.1M	0.0%	+3.82%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	186,427	$4.7M	0.0%	-2.61%	37
ENVESTNET ASSET MANAGEMENT INC	Increased	182,445(+81.5%)	$4.6M	0.0%	+3.35%	41
BENJAMIN EDWARDS INC	Increased	177,791(+1.3%)	$4.5M	0.0%	+5.51%	27
OneDigital Investment Advisors LLC	Increased	171,018(+3.2%)	$4.3M	0.0%	-1.98%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	168,665(+116.5%)	$4.3M	0.0%	-0.87%	43