ISHARES TR (IBDV): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in IBDV. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
4
13F filers
Aggregate Value
$19.6M
Across holders
Last Price
$21.47
2026-09-04
Sector
—
GICS
Quarterly fund activity1 increased1 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 644K | $14.0M | 71.7% | 0.0% | Added | +$474K | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 181K | $3.9M | 20.1% | 0.0% | Unchanged | +$0 | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 70K | $1.5M | 7.7% | 0.0% | Reduced | $-716K | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 4K | $89K | 0.5% | 0.0% | Unchanged | +$0 | Q2 2026 |
Added
Hedge Fund
$14.0M· 71.7% of total· 0.0% port· 644K sh· +$474K QoQ· Q2 2026
Unchanged
Hedge Fund
$3.9M· 20.1% of total· 0.0% port· 181K sh· +$0 QoQ· Q2 2026
Reduced
Hedge Fund
$1.5M· 7.7% of total· 0.0% port· 70K sh· $-716K QoQ· Q2 2026
Unchanged
Hedge Fund
$89K· 0.5% of total· 0.0% port· 4K sh· +$0 QoQ· Q2 2026
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