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iShares iBonds Dec 2033 Term Corporate ETF

120 hedge funds and large institutions have $539M 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 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 26

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $505M → $539M (+$33.7M)

6% more funds holding

Funds holding: 113120 (+7)

1.04% more ownership

Funds ownership: 70.3%71.34% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
120
Holders Change
+7
Holders Change %
+6.19%
% of All Funds
1.58%
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
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$1.33M +$139K +5,499 +12%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$1.31M +$111K +4,369 +9%
MIH
53
Meitav Investment House
Israel
$1.24M +$19.4K +766 +2%
SWM
54
Segment Wealth Management
Texas
$1.21M -$9.76K -385 -0.8%
JWCA
55
J.W. Cole Advisors
Florida
$1.19M +$1.16M +45,900 New
RWP
56
Reliant Wealth Planning
Kentucky
$1.15M +$1.13M +44,507 New
LHC
57
Little House Capital
Massachusetts
$1.12M +$736 +29 +0.1%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.12M -$131K -5,148 -11%
FBB
59
Fulton Breakefield Broenniman
Maryland
$1.11M +$839K +33,078 +336%
ATC
60
Adirondack Trust Company
New York
$1.09M +$235K +9,278 +28%
WMWM
61
Wilkins Miller Wealth Management
Alabama
$1.08M -$610K -24,048 -37%
PSIWM
62
Paradigm Strategies in Wealth Management
Minnesota
$1.03M -$70.2K -2,768 -6%
KTM
63
Keeler Thomas Management
Utah
$971K +$291K +11,457 +44%
NC
64
NovaPoint Capital
Georgia
$958K +$19.6K +774 +2%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$911K +$892K +35,168 New
ABC
66
Associated Banc-Corp
Wisconsin
$901K +$22.1K +870 +3%
FFG
67
Frisch Financial Group
New York
$878K +$860K +33,899 New
AA
68
Addison Advisors
Vermont
$798K +$250K +9,865 +47%
SFO
69
Stokes Family Office
Louisiana
$706K
GHA
70
Granite Harbor Advisors
Texas
$655K +$641K +25,274 New
IA
71
IFP Advisors
Florida
$600K +$74.9K +2,952 +15%
FMWA
72
Forvis Mazars Wealth Advisors
Missouri
$588K
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$578K
AAS
74
Avantax Advisory Services
Texas
$576K +$6.29K +248 +1%
BPA
75
Beacon Pointe Advisors
California
$568K -$13.9K -548 -2%

IBDY Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q2 2025, worth a combined $539M — up 6.7% from $505M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDY positions and 9 closed out — a net gain of 11 holders — while 60 added to existing stakes and 26 trimmed.

The largest buyer was Capital Investment Advisors, adding an estimated $6.64M. The largest seller was Jane Street, exiting entirely with an estimated $3.48M sold.

  • 120 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q2 2025, up from 113 in Q1 2025.
  • Funds reported $539M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q2 2025 and 9 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q2 2025 was Capital Investment Advisors, an estimated $6.64M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q2 2025 was Jane Street, an estimated $3.48M sold.

Based on aggregated 13F filings for Q2 2025.