ISHARES TR (IBDZ) is held by 39 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 IBDZ?

In Q2 2026, 25 institutions opened or increased positions in ISHARES TR while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on IBDZ?

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 IBDZ. In Q2 2026, the institutional leg showed net inflows: 25 buying versus 10 selling.

How many hedge funds hold IBDZ?

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

Is institutional money flowing into IBDZ?

As of Q2 2026, tracked institutions in ISHARES TR show 25 buyers versus 10 sellers — net inflows.

ISHARES TR

IBDZ·46438G653·US·ETF·Unknown - Unknown

Holders

(8 Elite)

$287.8M

Total Value

71% (35)

Consensus

25 buying - 10 selling

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

Smart Money Verdict

View all

Held by 39 funds

8 elite

Who's Trading

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

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

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	2.4M(+71.0%)	$61.3M	0.4%	-0.38%	53
MORGAN STANLEY	Increased	1.5M(+1.1%)	$39.5M	0.0%	+0.95%	29
BANK OF AMERICA CORP /DE/	Increased	1.4M(+12.1%)	$35.4M	0.0%	+3.90%	32
ROYAL BANK OF CANADA	Increased	745,780(+6.3%)	$19.4M	0.0%	+5.09%	30
WELLS FARGO & COMPANY/MN	Increased	662,018(+5.9%)	$17.2M	0.0%	+0.01%	30
HighTower Advisors, LLC	Increased	504,014(+30.8%)	$13.1M	0.0%	+0.89%	35
AMERIPRISE FINANCIAL INC	Decreased	496,658(-1.5%)	$12.9M	0.0%	+0.20%	0
RAYMOND JAMES FINANCIAL INC	Increased	411,323(+6.3%)	$10.7M	0.0%	+2.07%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	386,053(+17.4%)	$10.1M	0.0%	+2.10%	32
$US BANCORP \DE\$ US BANCORP \DE\	Increased	382,108(+9.3%)	$10M	0.0%	+3.44%	30
UBS Group AG	Decreased	368,529(-0.3%)	$9.6M	0.0%	+6.08%	0
Kestra Advisory Services, LLC	Increased	290,450(+8.8%)	$7.6M	0.0%	+3.33%	30
CITADEL ADVISORS LLC	New	278,288	$7.2M	0.0%	-1.05%	38
Lido Advisors, LLC	Increased	266,373(+2.1%)	$6.9M	0.0%	+5.03%	28
BENJAMIN EDWARDS INC	Decreased	152,066(-14.5%)	$4M	0.0%	+7.38%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	129,750(+9.9%)	$3.4M	0.0%	+1.15%	29
EP Wealth Advisors, LLC	New	126,985	$3.3M	0.0%	-1.05%	37
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	118,097(+39.2%)	$3M	0.0%	-0.13%	35
LPL Financial LLC	Increased	84,655(+29.7%)	$2.2M	0.0%	+1.99%	33
ENVESTNET ASSET MANAGEMENT INC	Decreased	79,505(-6.1%)	$2.1M	0.0%	+5.33%	0

Showing 1-20 of 40

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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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