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iShares iBonds Dec 2033 Term Corporate ETF

161 hedge funds and large institutions have $780M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 17

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

13% more funds holding

Funds holding: 142161 (+19)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.41% less ownership

Funds ownership: 75.52%74.11% (-1.4%)

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
95
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$80.3M +$4.62M +176,850 +6%
Morgan Stanley
2
Morgan Stanley
New York
$58.5M +$7.04M +269,846 +14%
SF
3
Summit Financial
New Jersey
$52.7M +$2.26M +86,500 +4%
FIB
4
First Interstate Bank
Montana
$50.2M +$990K +37,912 +2%
Bank of America
5
Bank of America
North Carolina
$50M +$3.78M +144,791 +8%
SIC
6
Sigma Investment Counselors
Michigan
$35.8M +$2.57M +98,555 +8%
SL
7
Summitry LLC
California
$26.5M +$66.8K +2,557 +0.3%
MCM
8
MV Capital Management
Maryland
$24.2M +$3.13M +119,921 +15%
EFP
9
Envision Financial Planning
Tennessee
$21.7M +$1.3M +49,816 +6%
US Bancorp
10
US Bancorp
Minnesota
$20.8M +$971K +37,182 +5%
Ameriprise
11
Ameriprise
Minnesota
$17.3M +$1.96M +75,198 +13%
Wells Fargo
12
Wells Fargo
California
$16.7M -$2.38M -91,330 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$16.1M +$2.19M +83,877 +16%
AF
14
Arrow Financial
New York
$15.2M +$885K +33,899 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$14.4M +$1.91M +73,302 +15%
UBS Group
16
UBS Group
Switzerland
$13.8M +$906K +34,709 +7%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$13.2M +$183K +7,020 +1%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.7M +$207K +7,940 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.9M +$899K +34,419 +9%
IW
20
Instrumental Wealth
Florida
$10.8M +$72.3K +2,768 +0.7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$10M +$762K +29,179 +8%
LPL Financial
22
LPL Financial
California
$9.38M +$6.76M +258,924 +249%
Jane Street
23
Jane Street
New York
$8.62M +$8.71M +333,588 New
KAS
24
Kestra Advisory Services
Texas
$8.61M +$1.63M +62,386 +23%
Mariner
25
Mariner
Kansas
$7.66M +$214K +8,204 +3%

IBDY Hedge Fund Activity: Q1 2026 in Review

161 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2026, worth a combined $780M — up 8.8% from $717M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBDY positions and 8 closed out — a net gain of 21 holders — while 95 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.71M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 161 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2026, up from 142 in Q4 2025.
  • Funds reported $780M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2026, up 8.8% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2026 and 8 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2026 was Jane Street, an estimated $8.71M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2026 was PFG Private Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2026.