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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

633% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 9

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

18% more funds holding

Funds holding: 96 → 113 (+17)

0% more capital invested

Capital invested by funds: $504M → $505M (+$625K)

2.47% less ownership

Funds ownership: 72.77% → 70.3% (-2.5%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIC
Sigma Investment Counselors
Michigan
+$13.6M
2
PPWM
PFG Private Wealth Management
Florida
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.08M
4
CIA
Capital Investment Advisors
Georgia
+$4.92M
5
Bank of America
Bank of America
North Carolina
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$70.3M
2
FIB
First Interstate Bank
Montana
-$3.77M
3
JWCA
J.W. Cole Advisors
Florida
-$1.16M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$907K
5
JP Morgan Chase
JP Morgan Chase
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
51
Lyell Wealth Management
California
$1.43M +$1.42M +56,120 New
CCM
52
Coldstream Capital Management
Washington
$1.36M – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.33M +$263K +10,401 +25%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.24M +$379 +15 +0%
SWM
55
Segment Wealth Management
Texas
$1.2M +$133K +5,260 +13%
MIH
56
Meitav Investment House
Israel
$1.2M +$701K +27,712 +143%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.18M +$422K +16,708 +56%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$1.17M +$209K +8,271 +22%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.15M +$72.1K +2,851 +7%
LHC
60
Little House Capital
Massachusetts
$1.11M -$38.5K -1,524 -3%
PSIWM
61
Paradigm Strategies in Wealth Management
Minnesota
$1.09M +$41.9K +1,656 +4%
FTUS
62
Flow Traders U.S.
New York
$1.08M +$1.07M +42,415 New
NC
63
NovaPoint Capital
Georgia
$926K +$916K +36,218 New
ABC
64
Associated Banc-Corp
Wisconsin
$866K +$43K +1,700 +5%
ATC
65
Adirondack Trust Company
New York
$837K +$320K +12,672 +63%
MBT
66
Montecito Bank & Trust
California
$701K +$6.93K +274 +1%
SFO
67
Stokes Family Office
Louisiana
$697K +$126K +5,000 +22%
KTM
68
Keeler Thomas Management
Utah
$665K +$658K +26,031 New
FMWA
69
Forvis Mazars Wealth Advisors
Missouri
$580K – – –
BPA
70
Beacon Pointe Advisors
California
$574K +$216K +8,554 +62%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$571K +$565K +22,328 New
AAS
72
Avantax Advisory Services
Texas
$562K +$75.1K +2,970 +16%
AA
73
Addison Advisors
Vermont
$535K +$81K +3,205 +18%
IA
74
IFP Advisors
Florida
$516K +$145K +5,744 +40%
CFO
75
CVA Family Office
Colorado
$503K – – –
1 2
3
4 5

IBDY Hedge Fund Activity: Q1 2025 in Review

113 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2025, worth a combined $505M — up 0.12% from $504M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDY positions and 8 closed out — a net gain of 18 holders — while 66 added to existing stakes and 9 trimmed.

The largest buyer was Sigma Investment Counselors, adding an estimated $13.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $70.3M sold.

  • 113 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2025, up from 96 in Q4 2024.
  • Funds reported $505M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2025, up 0.12% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2025 and 8 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2025 was Sigma Investment Counselors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $70.3M sold.

Based on aggregated 13F filings for Q1 2025.