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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

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: 142 → 161 (+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: 4 → 4 (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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.19M
3
Morgan Stanley
Morgan Stanley
New York
+$7.04M
4
LPL Financial
LPL Financial
California
+$6.76M
5
CIA
Capital Investment Advisors
Georgia
+$4.62M

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$12.1M
2
Wells Fargo
Wells Fargo
California
-$2.38M
3
FTUS
Flow Traders U.S.
New York
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.08M
5
WP
Walleye Partners
Wisconsin
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$7.19M +$348K +13,318 +5%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$7.12M +$7.19M +275,594 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7.01M +$640K +24,515 +10%
Lido Advisors
29
Lido Advisors
California
$6.05M +$150K +5,745 +3%
HW
30
Hancock Whitney
Mississippi
$5.85M +$533K +20,423 +10%
PA
31
Parallel Advisors
California
$5.51M +$57K +2,184 +1%
KF
32
Krilogy Financial
Missouri
$5.39M +$148K +5,661 +3%
PA
33
Probity Advisors
Texas
$4.89M +$1.29M +49,306 +35%
LWM
34
Lyell Wealth Management
California
$4.69M +$204K +7,800 +4%
BEI
35
Benjamin Edwards Inc
Missouri
$4.62M +$196K +7,503 +4%
4FG
36
4Thought Financial Group
New York
$4.54M +$11.1K +424 +0.2%
AUB
37
Atlantic Union Bankshares
Virginia
$3.87M -$278K -10,650 -7%
JIR
38
James Investment Research
Ohio
$3.56M -$99.2K -3,799 -3%
EPW
39
Evergreen Private Wealth
Colorado
$3.5M +$50.3K +1,928 +1%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.47M +$1.61M +61,617 +85%
GS
41
GTS Securities
New York
$3.35M +$3.39M +129,668 New
PWP
42
Precedent Wealth Partners
Texas
$3.32M +$170K +6,523 +5%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$3.31M -$249K -9,535 -7%
ATC
44
Adirondack Trust Company
New York
$3.07M +$1.54M +59,168 +99%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.94M +$662K +25,375 +29%
OIA
46
OneDigital Investment Advisors
Kansas
$2.73M +$24K +921 +0.9%
SWMG
47
Signature Wealth Management Group
Georgia
$2.72M +$6.47K +248 +0.2%
MSRI
48
Michael S. Ryan Inc
New York
$2.61M +$68K +2,603 +3%
SHA
49
Seneca House Advisors
Virginia
$2.45M -$102K -3,924 -4%
SP
50
Stonebrook Private
Michigan
$2.41M +$104K +3,976 +4%
1
2
3 4 5

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.