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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $539M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $505M → $539M (+$33.7M)

6% more funds holding

Funds holding: 113120 (+7)

1.04% more ownership

Funds ownership: 70.3%71.34% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
60
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
26
Krilogy Financial
Missouri
$4.78M -$252K -9,954 -5%
HW
27
Hancock Whitney
Mississippi
$4.74M +$4.64M +182,942 New
BEI
28
Benjamin Edwards Inc
Missouri
$4.56M +$241K +9,488 +6%
Ameriprise
29
Ameriprise
Minnesota
$4.56M +$4.21M +165,821 +1,638%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$4.49M +$3.07M +121,193 +233%
4FG
31
4Thought Financial Group
New York
$4.37M +$99.7K +3,933 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.04M +$218K +8,614 +6%
JIR
33
James Investment Research
Ohio
$4.02M -$41K -1,616 -1%
JP Morgan Chase
34
JP Morgan Chase
New York
$3.8M +$3.7M +145,847 +18,185%
PA
35
Probity Advisors
Texas
$3.63M +$316K +12,473 +10%
EPW
36
Evergreen Private Wealth
Colorado
$3.29M +$209K +8,251 +7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.15M +$31.6K +1,246 +1%
HighTower Advisors
38
HighTower Advisors
Illinois
$3.12M +$519K +20,468 +20%
MSRI
39
Michael S. Ryan Inc
New York
$2.54M +$147K +5,802 +6%
SHA
40
Seneca House Advisors
Virginia
$2.48M +$148K +5,840 +7%
LWM
41
Lyell Wealth Management
California
$2.34M +$865K +34,125 +61%
SWMG
42
Signature Wealth Management Group
Georgia
$2.29M +$47.3K +1,865 +2%
SP
43
Stonebrook Private
Michigan
$2.22M +$47.5K +1,874 +2%
MSWM
44
McGlone Suttner Wealth Management
Wisconsin
$2.17M +$19.8K +780 +0.9%
Mariner
45
Mariner
Kansas
$2.07M +$62.8K +2,475 +3%
MA
46
MCF Advisors
Kentucky
$1.94M +$69.8K +2,753 +4%
ACS
47
Archford Capital Strategies
Illinois
$1.91M -$89.5K -3,528 -5%
LPL Financial
48
LPL Financial
California
$1.84M +$115K +4,520 +7%
QFA
49
Quantum Financial Advisors
California
$1.65M +$75.1K +2,963 +5%
CCM
50
Coldstream Capital Management
Washington
$1.4M +$20.9K +823 +2%

IBDY Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q2 2025, worth a combined $539M — up 6.7% from $505M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDY positions and 9 closed out — a net gain of 11 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $6.64M. The largest seller was Jane Street, exiting entirely with an estimated $3.48M sold.

  • 120 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q2 2025, up from 113 in Q1 2025.
  • Funds reported $539M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q2 2025 was Capital Investment Advisors, an estimated $6.64M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q2 2025 was Jane Street, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2025.