We are live on ! Find out more
IBDY icon

iShares iBonds Dec 2033 Term Corporate ETF

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: 142161 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$2.32M +$579K +22,197 +33%
Citadel Advisors
52
Citadel Advisors
Florida
$2.31M +$2.33M +89,444 New
MSWM
53
McGlone Suttner Wealth Management
Wisconsin
$2.31M +$65.4K +2,507 +3%
HCM
54
Howland Capital Management
Massachusetts
$2.3M +$2M +76,439 +601%
ACS
55
Archford Capital Strategies
Illinois
$2M -$37K -1,419 -2%
MA
56
MCF Advisors
Kentucky
$2M +$13.3K +511 +0.7%
SWM
57
Segment Wealth Management
Texas
$1.81M +$575K +22,030 +46%
ABC
58
Associated Banc-Corp
Wisconsin
$1.76M +$282K +10,813 +19%
CL
59
COWA LLC
Oklahoma
$1.73M +$866K +33,175 +99%
JWCA
60
J.W. Cole Advisors
Florida
$1.62M +$74.4K +2,850 +5%
BFO
61
Boston Family Office
Massachusetts
$1.61M +$1.73M +66,187 New
UCFA
62
United Capital Financial Advisors
Texas
$1.6M +$239K +9,138 +17%
WMWM
63
Wilkins Miller Wealth Management
Alabama
$1.59M +$85.8K +3,286 +6%
FBB
64
Fulton Breakefield Broenniman
Maryland
$1.52M +$213K +8,153 +16%
RBC
65
Roble Belko & Company
Pennsylvania
$1.38M +$1.27M +48,610 +1,016%
MIH
66
Meitav Investment House
Israel
$1.31M -$76.9K -2,945 -5%
CCM
67
Coldstream Capital Management
Washington
$1.31M
NC
68
NovaPoint Capital
Georgia
$1.27M +$1.28M +48,982 New
PSIWM
69
Paradigm Strategies in Wealth Management
Minnesota
$1.21M +$69.7K +2,671 +6%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.11M +$4.88K +187 +0.4%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M +$40.5K +1,551 +4%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$1.01M -$272K -10,435 -21%
LHC
73
Little House Capital
Massachusetts
$986K -$82.5K -3,159 -8%
GC
74
Gilbert & Cook
Iowa
$983K +$35.9K +1,376 +4%
SVWAG
75
Sound View Wealth Advisors Group
Georgia
$962K +$771K +29,526 +384%

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.