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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
MML Investors Services
76
MML Investors Services
Massachusetts
$561K -$589K -23,236 -52%
CFO
77
CVA Family Office
Colorado
$509K
Stifel Financial
78
Stifel Financial
Missouri
$507K +$133K +5,247 +37%
JCM
79
Jacobi Capital Management
Pennsylvania
$460K +$28.7K +1,132 +7%
GFP
80
Gryphon Financial Partners
Ohio
$456K +$446K +17,595 New
FF
81
Farnam Financial
Arizona
$410K
LIA
82
LBMC Investment Advisors
Tennessee
$397K +$388K +15,310 New
ASN
83
Advisory Services Network
Georgia
$395K -$3.45K -136 -0.9%
MOS
84
MGO One Seven
Ohio
$390K +$34K +1,342 +10%
UCFA
85
United Capital Financial Advisors
Texas
$385K +$138K +5,437 +58%
VVP
86
Venture Visionary Partners
Ohio
$369K -$2.75M -108,582 -88%
GCA
87
Gradient Capital Advisors
California
$354K +$75K +2,959 +28%
MA
88
Mutual Advisors
Nebraska
$335K +$1.45K +57 +0.4%
GT
89
Glenview Trust
Kentucky
$333K +$25.4K +1,000 +8%
SG
90
StoneX Group
New York
$327K +$5.22K +206 +2%
FNT
91
First National Trust
Pennsylvania
$326K +$111K +4,380 +53%
PAG
92
Private Advisor Group
New Jersey
$325K
FTUS
93
Flow Traders U.S.
New York
$324K -$759K -29,914 -71%
KPWS
94
Kestra Private Wealth Services
Texas
$321K +$314K +12,384 New
PWP
95
Precedent Wealth Partners
Texas
$319K +$312K +12,301 New
RPC
96
Rossmore Private Capital
Connecticut
$296K +$290K +11,428 New
AWP
97
Accretive Wealth Partners
New Jersey
$295K +$289K +11,387 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$260K +$13.7K +540 +6%
VA
99
Valmark Advisers
Ohio
$222K
CWMK
100
Caliber Wealth Management (Kansas)
Kansas
$209K +$2.54K +100 +1%

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.