§ EQUITY
USDIBDY
ISHARES IBONDS DEC 2033 CORP
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
114 increased/new, 30 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Capital Investment Advisors, LLC | 3.1M | n/a | +6% |
| Morgan Stanley | 2.3M | 0.0% | n/a |
| SUMMITRY LLC | 2.1M | n/a | +101% |
| Summit Financial, LLC | 2.0M | 0.7% | +4% |
| First Interstate Bank | 1.9M | 2.8% | +2% |
| Bank of America Corp | 1.9M | 0.0% | +8% |
◇ AC INTELLIGENCE
Top institutional owners for IBDY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER70.4% · 138 holders
DEALER / BANK27.2% · 17 holders
QUALITY / COMPOUNDER2.1% · 2 holders
TACTICAL / MACRO0.3% · 1 holder
INCOME / DEFENSIVE0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBDY in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBDY yet.