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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

161 hedge funds and large institutions have $780M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 95 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 17

263% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 8

13% more funds holding

Funds holding: 142 → 161 (+19)

9% more capital invested

Capital invested by funds: $717M → $780M (+$62.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.41% less ownership

Funds ownership: 75.52% → 74.11% (-1.4%)

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
95
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$8.71M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.19M
3
Morgan Stanley
Morgan Stanley
New York
+$7.04M
4
LPL Financial
LPL Financial
California
+$6.76M
5
CIA
Capital Investment Advisors
Georgia
+$4.62M

Top Sellers

1
PPWM
PFG Private Wealth Management
Florida
-$12.1M
2
Wells Fargo
Wells Fargo
California
-$2.38M
3
FTUS
Flow Traders U.S.
New York
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.08M
5
WP
Walleye Partners
Wisconsin
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$435K +$439K +16,809 New
IF
102
Ironwood Financial
Arizona
$432K +$221K +8,463 +103%
GCA
103
Gradient Capital Advisors
California
$422K – – –
FF
104
Farnam Financial
Arizona
$409K – – –
RFN
105
Redwood Financial Network
Ohio
$387K +$391K +14,959 New
VVP
106
Venture Visionary Partners
Ohio
$366K -$7.39K -283 -2%
PAG
107
Private Advisor Group
New Jersey
$352K +$17.2K +659 +5%
XF
108
XML Financial
Maryland
$344K +$39.8K +1,525 +13%
RBC
109
Romano Brothers & Co
Illinois
$328K +$331K +12,694 New
LIM
110
Leavell Investment Management
Alabama
$316K +$319K +12,235 New
SWP
111
Stratos Wealth Partners
Ohio
$311K -$40.9K -1,567 -12%
CTWM
112
Cherry Tree Wealth Management
Minnesota
$300K – – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$300K +$303K +11,615 New
BAM
114
Belpointe Asset Management
Nevada
$298K +$301K +11,521 New
GVAG
115
Great Valley Advisor Group
Delaware
$291K +$2.3K +88 +0.8%
VHAM
116
Van Hulzen Asset Management
California
$290K +$293K +11,234 New
CTC
117
Central Trust Company
Missouri
$271K +$126K +4,813 +85%
AWP
118
Accretive Wealth Partners
New Jersey
$269K -$26.1K -1,000 -9%
HF
119
HRT Financial
New York
$265K +$268K +10,258 New
ST
120
Spinnaker Trust
Maine
$261K +$263K +10,083 New
SVWA
121
Sarver Vrooman Wealth Advisors
Missouri
$259K – – –
RPC
122
Rossmore Private Capital
Connecticut
$254K -$53.3K -2,043 -17%
MOS
123
MGO One Seven
Ohio
$252K +$1.1K +42 +0.4%
MA
124
Mutual Advisors
Nebraska
$251K +$522 +20 +0.2%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$243K +$55.7K +2,135 +29%
3 4
5
6 7

IBDY Hedge Fund Activity: Q1 2026 in Review

161 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2026, worth a combined $780M — up 8.8% from $717M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBDY positions and 8 closed out — a net gain of 21 holders — while 95 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.71M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 161 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2026, up from 142 in Q4 2025.
  • Funds reported $780M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2026, up 8.8% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2026 and 8 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2026 was Jane Street, an estimated $8.71M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2026 was PFG Private Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2026.