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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
WP
76
Walleye Partners
Wisconsin
$731K +$733K +27,970 New
SFO
77
Stokes Family Office
Louisiana
$712K
MBT
78
Montecito Bank & Trust
California
$669K +$37.5K +1,431 +6%
JCM
79
Jacobi Capital Management
Pennsylvania
$651K +$653K +24,904 New
CA
80
Clearstead Advisors
Ohio
$639K +$637K +24,309 +20,428%
SIAP
81
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$595K +$122K +4,665 +26%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$593K
NA
83
Nestegg Advisors
New York
$578K +$305K +11,622 +111%
LIA
84
LBMC Investment Advisors
Tennessee
$559K +$159K +6,060 +40%
IAIM
85
International Assets Investment Management
Florida
$517K +$12K +456 +2%
CFO
86
CVA Family Office
Colorado
$514K
Barclays
87
Barclays
United Kingdom
$497K
GT
88
Glenview Trust
Kentucky
$473K +$105K +4,000 +28%
KPWS
89
Kestra Private Wealth Services
Texas
$465K +$69.7K +2,659 +18%
SG
90
StoneX Group
New York
$465K +$82.5K +3,146 +22%
FNT
91
First National Trust
Pennsylvania
$447K +$110K +4,179 +32%
GFP
92
Gryphon Financial Partners
Ohio
$445K +$52 +2 +0%
VA
93
Valmark Advisers
Ohio
$442K +$108K +4,117 +32%
ASN
94
Advisory Services Network
Georgia
$435K +$30.7K +1,172 +8%
GCA
95
Gradient Capital Advisors
California
$427K +$70.1K +2,675 +20%
FFG
96
Frisch Financial Group
New York
$426K -$436K -16,640 -51%
FF
97
Farnam Financial
Arizona
$413K
Osaic Holdings
98
Osaic Holdings
Arizona
$407K +$220K +8,400 +117%
VVP
99
Venture Visionary Partners
Ohio
$377K +$105 +4 +0%
SWP
100
Stratos Wealth Partners
Ohio
$356K -$18.3K -699 -5%

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.