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iShares iBonds Dec 2033 Term Corporate ETF

142 hedge funds and large institutions have $717M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 15

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $644M → $717M (+$72.3M)

8% more funds holding

Funds holding: 131142 (+11)

0.62% more ownership

Funds ownership: 74.9%75.52% (+0.62%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
86
Reduced
15
Closed
11
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
$1.77M +$70.4K +2,686 +4%
FTUS
52
Flow Traders U.S.
New York
$1.76M -$726K -27,688 -29%
JWCA
53
J.W. Cole Advisors
Florida
$1.56M +$59.3K +2,261 +4%
ATC
54
Adirondack Trust Company
New York
$1.56M +$209K +7,986 +15%
WMWM
55
Wilkins Miller Wealth Management
Alabama
$1.52M +$92K +3,512 +6%
ABC
56
Associated Banc-Corp
Wisconsin
$1.49M +$476K +18,165 +47%
MIH
57
Meitav Investment House
Israel
$1.4M -$27.1K -1,033 -2%
UCFA
58
United Capital Financial Advisors
Texas
$1.38M +$985K +37,581 +247%
CCM
59
Coldstream Capital Management
Washington
$1.33M +$33K +1,261 +3%
FBB
60
Fulton Breakefield Broenniman
Maryland
$1.32M +$89.3K +3,407 +7%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.3M +$44K +1,680 +4%
SWM
62
Segment Wealth Management
Texas
$1.26M +$21.5K +820 +2%
PSIWM
63
Paradigm Strategies in Wealth Management
Minnesota
$1.16M -$108K -4,109 -8%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1.12M +$101K +3,835 +10%
LHC
65
Little House Capital
Massachusetts
$1.08M -$80.3K -3,063 -7%
KTM
66
Keeler Thomas Management
Utah
$1.08M +$36.5K +1,391 +3%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$996K +$14.2K +542 +1%
RWP
68
Reliant Wealth Planning
Kentucky
$967K
GC
69
Gilbert & Cook
Iowa
$958K +$960K +36,642 New
CL
70
COWA LLC
Oklahoma
$829K +$881K +33,615 New
AA
71
Addison Advisors
Vermont
$809K
BPA
72
Beacon Pointe Advisors
California
$792K +$97.5K +3,719 +14%
CCM
73
CFO Capital Management
Connecticut
$758K +$760K +28,991 New
IA
74
IFP Advisors
Florida
$747K +$124K +4,715 +20%
FWIA
75
Fort Washington Investment Advisors
Ohio
$739K +$286K +10,915 +63%

IBDY Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q4 2025, worth a combined $717M — up 11% from $644M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDY positions and 11 closed out — a net gain of 12 holders — while 86 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.61M sold.

  • 142 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2025, up from 131 in Q3 2025.
  • Funds reported $717M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2025 and 11 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q4 2025 was Morgan Stanley, an estimated $12.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q4 2025 was Citadel Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2025.