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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
MBT
76
Montecito Bank & Trust
California
$634K +$627K +24,167 New
IA
77
IFP Advisors
Florida
$626K +$18.7K +719 +3%
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$595K – – –
CFO
79
CVA Family Office
Colorado
$516K – – –
Barclays
80
Barclays
United Kingdom
$499K +$494K +19,019 New
IAIM
81
International Assets Investment Management
Florida
$499K +$502K +19,336 New
SIAP
82
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$475K +$470K +18,100 New
FWIA
83
Fort Washington Investment Advisors
Ohio
$455K +$450K +17,355 New
GFP
84
Gryphon Financial Partners
Ohio
$446K -$15.2K -585 -3%
FF
85
Farnam Financial
Arizona
$415K – – –
ASN
86
Advisory Services Network
Georgia
$406K +$4.59K +177 +1%
LIA
87
LBMC Investment Advisors
Tennessee
$402K – – –
UCFA
88
United Capital Financial Advisors
Texas
$399K +$8.38K +323 +2%
KPWS
89
Kestra Private Wealth Services
Texas
$397K +$71.2K +2,743 +22%
SG
90
StoneX Group
New York
$384K +$52.5K +2,022 +16%
VVP
91
Venture Visionary Partners
Ohio
$378K +$5.09K +196 +1%
SWP
92
Stratos Wealth Partners
Ohio
$376K +$372K +14,316 New
GT
93
Glenview Trust
Kentucky
$370K +$32.2K +1,242 +10%
GCA
94
Gradient Capital Advisors
California
$358K – – –
FNT
95
First National Trust
Pennsylvania
$338K +$7.92K +305 +2%
VA
96
Valmark Advisers
Ohio
$335K +$109K +4,210 +49%
PAG
97
Private Advisor Group
New Jersey
$329K – – –
RPC
98
Rossmore Private Capital
Connecticut
$300K – – –
AWP
99
Accretive Wealth Partners
New Jersey
$299K – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$286K +$283K +10,915 New
2 3
4
5 6

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.