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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

131 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $539M → $644M (+$106M)

9% more funds holding

Funds holding: 120 → 131 (+11)

3.56% more ownership

Funds ownership: 71.34% → 74.9% (+3.6%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
74
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$48.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.3M
3
Ameriprise
Ameriprise
Minnesota
+$9.81M
4
CIA
Capital Investment Advisors
Georgia
+$5.31M
5
Wells Fargo
Wells Fargo
California
+$5.12M

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.7M
2
CIM
Confluence Investment Management
Missouri
-$7.96M
3
JP Morgan Chase
JP Morgan Chase
New York
-$959K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$951K
5
US Bancorp
US Bancorp
Minnesota
-$897K
Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
26
Atlantic Union Bankshares
Virginia
$5.3M -$26.2K -1,008 -0.5%
HW
27
Hancock Whitney
Mississippi
$5.21M +$410K +15,784 +9%
KF
28
Krilogy Financial
Missouri
$5.21M +$405K +15,602 +8%
PA
29
Parallel Advisors
California
$5.19M +$246K +9,461 +5%
BEI
30
Benjamin Edwards Inc
Missouri
$4.83M +$213K +8,192 +5%
4FG
31
4Thought Financial Group
New York
$4.5M +$77.7K +2,995 +2%
JIR
32
James Investment Research
Ohio
$3.94M -$129K -4,970 -3%
PA
33
Probity Advisors
Texas
$3.7M +$26.8K +1,033 +0.7%
Citadel Advisors
34
Citadel Advisors
Florida
$3.61M +$3.58M +137,772 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3.46M +$270K +10,387 +9%
EPW
36
Evergreen Private Wealth
Colorado
$3.3M -$33.9K -1,307 -1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.13M -$951K -36,638 -23%
LWM
38
Lyell Wealth Management
California
$3.1M +$727K +28,025 +31%
JP Morgan Chase
39
JP Morgan Chase
New York
$2.88M -$959K -36,947 -25%
SWMG
40
Signature Wealth Management Group
Georgia
$2.75M +$428K +16,478 +19%
MSRI
41
Michael S. Ryan Inc
New York
$2.59M +$21.3K +822 +0.8%
FTUS
42
Flow Traders U.S.
New York
$2.49M +$2.14M +82,530 +660%
SHA
43
Seneca House Advisors
Virginia
$2.47M -$40.8K -1,570 -2%
LPL Financial
44
LPL Financial
California
$2.38M +$513K +19,772 +28%
SP
45
Stonebrook Private
Michigan
$2.28M +$27.7K +1,068 +1%
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$2.24M +$44K +1,696 +2%
Mariner
47
Mariner
Kansas
$2.24M +$142K +5,457 +7%
ACS
48
Archford Capital Strategies
Illinois
$2.03M +$95.7K +3,689 +5%
MA
49
MCF Advisors
Kentucky
$1.98M +$19.9K +767 +1%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.75M +$396K +15,250 +30%
1
2
3 4 5

IBDY Hedge Fund Activity: Q3 2025 in Review

131 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q3 2025, worth a combined $644M — up 20% from $539M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDY positions and 9 closed out — a net gain of 12 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $48.1M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 131 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $644M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q3 2025 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q3 2025 was Summit Financial, an estimated $48.1M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q3 2025 was PFG Private Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.