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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

131 hedge funds and large institutions have $644M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 18

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $539M → $644M (+$106M)

9% more funds holding

Funds holding: 120 → 131 (+11)

3.56% more ownership

Funds ownership: 71.34% → 74.9% (+3.6%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
21
Increased
74
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$48.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.3M
3
Ameriprise
Ameriprise
Minnesota
+$9.81M
4
CIA
Capital Investment Advisors
Georgia
+$5.31M
5
Wells Fargo
Wells Fargo
California
+$5.12M

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$10.7M
2
CIM
Confluence Investment Management
Missouri
-$7.96M
3
JP Morgan Chase
JP Morgan Chase
New York
-$959K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$951K
5
US Bancorp
US Bancorp
Minnesota
-$897K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$1.7M +$368K +14,174 +28%
QFA
52
Quantum Financial Advisors
California
$1.69M +$24.6K +946 +1%
JWCA
53
J.W. Cole Advisors
Florida
$1.51M +$300K +11,566 +25%
MIH
54
Meitav Investment House
Israel
$1.44M +$179K +6,901 +14%
WMWM
55
Wilkins Miller Wealth Management
Alabama
$1.43M +$343K +13,217 +32%
ATC
56
Adirondack Trust Company
New York
$1.36M +$253K +9,738 +23%
CCM
57
Coldstream Capital Management
Washington
$1.3M -$115K -4,442 -8%
PSIWM
58
Paradigm Strategies in Wealth Management
Minnesota
$1.27M +$220K +8,492 +21%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.26M +$665K +25,619 +115%
FBB
60
Fulton Breakefield Broenniman
Maryland
$1.24M +$112K +4,315 +10%
SWM
61
Segment Wealth Management
Texas
$1.24M +$13K +500 +1%
LHC
62
Little House Capital
Massachusetts
$1.16M +$24.9K +960 +2%
NC
63
NovaPoint Capital
Georgia
$1.08M +$104K +4,008 +11%
KTM
64
Keeler Thomas Management
Utah
$1.04M +$59.3K +2,285 +6%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1.02M -$111K -4,291 -10%
ABC
66
Associated Banc-Corp
Wisconsin
$1.02M +$108K +4,165 +12%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$985K +$62.1K +2,391 +7%
RWP
68
Reliant Wealth Planning
Kentucky
$971K -$195K -7,497 -17%
FFG
69
Frisch Financial Group
New York
$864K -$25.2K -969 -3%
AA
70
Addison Advisors
Vermont
$812K +$4.15K +160 +0.5%
PWP
71
Precedent Wealth Partners
Texas
$788K +$460K +17,739 +144%
Goldman Sachs
72
Goldman Sachs
New York
$761K +$753K +29,019 New
SFO
73
Stokes Family Office
Louisiana
$715K – – –
BPA
74
Beacon Pointe Advisors
California
$697K +$121K +4,666 +21%
GHA
75
Granite Harbor Advisors
Texas
$663K – – –
1 2
3
4 5

IBDY Hedge Fund Activity: Q3 2025 in Review

131 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q3 2025, worth a combined $644M — up 20% from $539M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDY positions and 9 closed out — a net gain of 12 holders — while 74 added to existing stakes and 18 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $48.1M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 131 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $644M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q3 2025 and 9 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q3 2025 was Summit Financial, an estimated $48.1M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q3 2025 was PFG Private Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2025.