IBDY icon

iShares iBonds Dec 2033 Term Corporate ETF
IBDY

Overview Fund Activity

120 hedge funds and large institutions have $538M 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 8 closing their positions.

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.61%
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
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$65.6M
2
AUB
2
Atlantic Union Bankshares
Virginia
$5.26M
3
HW
3
Hancock Whitney
Mississippi
$4.74M
4
Ameriprise
4
Ameriprise
Minnesota
$4.56M
5
SIC
5
Sigma Investment Counselors
Michigan
$26.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VVP
2
Venture Visionary Partners
Ohio
$369K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
EC
4
Estate Counselors
Wisconsin
$0
5
FIB
5
First Interstate Bank
Montana
$48.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.33M 51,346 +5,499 +12%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.31M 50,686 +4,369 +9%
MIH
53
Meitav Investment House
Israel
$1.24M 47,882 +766 +2%
SWM
54
Segment Wealth Management
Texas
$1.21M 46,715 -385 -0.8%
JWCA
55
J.W. Cole Advisors
Florida
$1.19M 45,900 +45,900 New
RWP
56
Reliant Wealth Planning
Kentucky
$1.15M 44,507 +44,507 New
LHC
57
Little House Capital
Massachusetts
$1.12M 43,419 +29 +0.1%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.12M 43,351 -5,148 -11%
FBB
59
Fulton Breakefield Broenniman
Maryland
$1.11M 42,928 +33,078 +336%
ATC
60
Adirondack Trust Company
New York
$1.09M 42,027 +9,278 +28%
WMWM
61
Wilkins Miller Wealth Management
Alabama
$1.08M 41,502 -24,048 -37%
PSIWM
62
Paradigm Strategies in Wealth Management
Minnesota
$1.03M 39,904 -2,768 -6%
KTM
63
Keeler Thomas Management
Utah
$971K 37,488 +11,457 +44%
NC
64
NovaPoint Capital
Georgia
$958K 36,992 +774 +2%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K 35,168 +35,168 New
ABC
66
Associated Banc-Corp
Wisconsin
$901K 34,770 +870 +3%
FFG
67
Frisch Financial Group
New York
$878K 33,899 +33,899 New
AA
68
Addison Advisors
Vermont
$798K 30,797 +9,865 +47%
SFO
69
Stokes Family Office
Louisiana
$706K 27,250 – –
GHA
70
Granite Harbor Advisors
Texas
$655K 25,274 +25,274 New
IA
71
IFP Advisors
Florida
$600K 23,156 +2,952 +15%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$588K 22,684 – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$578K 22,328 – –
AAS
74
Avantax Advisory Services
Texas
$576K 22,243 +248 +1%
BPA
75
Beacon Pointe Advisors
California
$568K 21,909 -548 -2%
1 2
3
4 5