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iShares iBonds Dec 2033 Term Corporate ETF

142 hedge funds and large institutions have $717M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 15

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $644M → $717M (+$72.3M)

8% more funds holding

Funds holding: 131142 (+11)

0.62% more ownership

Funds ownership: 74.9%75.52% (+0.62%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
86
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$6.45M +$165K +6,282 +3%
Lido Advisors
27
Lido Advisors
California
$5.97M +$154K +5,875 +3%
PA
28
Parallel Advisors
California
$5.51M +$340K +12,966 +7%
HW
29
Hancock Whitney
Mississippi
$5.38M +$187K +7,147 +4%
KF
30
Krilogy Financial
Missouri
$5.29M +$47.6K +1,817 +0.9%
4FG
31
4Thought Financial Group
New York
$4.58M +$97.4K +3,717 +2%
LWM
32
Lyell Wealth Management
California
$4.54M +$1.45M +55,375 +47%
BEI
33
Benjamin Edwards Inc
Missouri
$4.47M -$347K -13,235 -7%
AUB
34
Atlantic Union Bankshares
Virginia
$4.19M -$1.1M -41,956 -21%
JIR
35
James Investment Research
Ohio
$3.69M -$234K -8,931 -6%
PA
36
Probity Advisors
Texas
$3.66M -$27.5K -1,049 -0.7%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.6M +$157K +5,981 +5%
EPW
38
Evergreen Private Wealth
Colorado
$3.49M +$200K +7,612 +6%
PWP
39
Precedent Wealth Partners
Texas
$3.19M +$2.41M +91,978 +306%
SWMG
40
Signature Wealth Management Group
Georgia
$2.74M +$1.13K +43 +0%
OIA
41
OneDigital Investment Advisors
Kansas
$2.74M +$2.75M +104,858 New
LPL Financial
42
LPL Financial
California
$2.72M +$344K +13,122 +14%
SHA
43
Seneca House Advisors
Virginia
$2.58M +$122K +4,650 +5%
MSRI
44
Michael S. Ryan Inc
New York
$2.57M -$12.7K -486 -0.5%
SP
45
Stonebrook Private
Michigan
$2.33M +$58.9K +2,248 +3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$2.31M +$574K +21,887 +33%
MSWM
47
McGlone Suttner Wealth Management
Wisconsin
$2.27M +$35.2K +1,343 +2%
ACS
48
Archford Capital Strategies
Illinois
$2.06M +$33.2K +1,265 +2%
MA
49
MCF Advisors
Kentucky
$2M +$26.9K +1,028 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.89M -$1.23M -46,860 -39%

IBDY Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q4 2025, worth a combined $717M — up 11% from $644M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDY positions and 11 closed out — a net gain of 12 holders — while 86 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.61M sold.

  • 142 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2025, up from 131 in Q3 2025.
  • Funds reported $717M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2025 and 11 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q4 2025 was Morgan Stanley, an estimated $12.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q4 2025 was Citadel Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2025.