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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
IAIM
76
International Assets Investment Management
Florida
$464K +$459K +18,136 New
JCM
77
Jacobi Capital Management
Pennsylvania
$425K +$37.3K +1,475 +10%
FF
78
Farnam Financial
Arizona
$404K – – –
ASN
79
Advisory Services Network
Georgia
$394K +$390K +15,419 New
Stifel Financial
80
Stifel Financial
Missouri
$366K +$1.14K +45 +0.3%
MOS
81
MGO One Seven
Ohio
$350K +$76.3K +3,016 +28%
Osaic Holdings
82
Osaic Holdings
Arizona
$345K -$353K -13,948 -51%
MA
83
Mutual Advisors
Nebraska
$330K +$45.2K +1,786 +16%
PAG
84
Private Advisor Group
New Jersey
$321K – – –
SG
85
StoneX Group
New York
$317K +$314K +12,402 New
GT
86
Glenview Trust
Kentucky
$303K +$300K +11,862 New
GCA
87
Gradient Capital Advisors
California
$273K – – –
Ameriprise
88
Ameriprise
Minnesota
$259K +$256K +10,125 New
FBB
89
Fulton Breakefield Broenniman
Maryland
$252K +$37.7K +1,490 +18%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$243K +$19.6K +775 +9%
UCFA
91
United Capital Financial Advisors
Texas
$241K +$26.1K +1,032 +12%
EWS
92
Evergreen Wealth Solutions
Pennsylvania
$237K +$235K +9,275 New
VA
93
Valmark Advisers
Ohio
$219K +$217K +8,580 New
SIS
94
Sound Income Strategies
Florida
$212K +$209K +8,280 New
FNT
95
First National Trust
Pennsylvania
$210K +$208K +8,219 New
Comerica Bank
96
Comerica Bank
Texas
$205K +$17.3K +686 +9%
CWMK
97
Caliber Wealth Management (Kansas)
Kansas
$204K +$202K +7,974 New
HI
98
Hendershot Investments
Virginia
$203K – – –
BCV
99
Banque Cantonale Vaudoise
Switzerland
$192K +$190K +7,512 New
KHC
100
Koesten Hirschmann & Crabtree
Kansas
$150K – – –
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.