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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
HI
101
Hendershot Investments
Virginia
$206K
Comerica Bank
102
Comerica Bank
Texas
$204K -$3.83K -151 -2%
BCV
103
Banque Cantonale Vaudoise
Switzerland
$195K
Osaic Holdings
104
Osaic Holdings
Arizona
$166K -$180K -7,092 -53%
KHC
105
Koesten Hirschmann & Crabtree
Kansas
$152K
CTWM
106
Cherry Tree Wealth Management
Minnesota
$131K +$66.1K +2,605 +107%
JWM
107
Jupiter Wealth Management
Colorado
$120K +$117K +4,600 New
SIS
108
Sound Income Strategies
Florida
$117K -$95.5K -3,766 -45%
HWM
109
Hemington Wealth Management
Virginia
$73K
TC
110
Trust Company
Kansas
$49.9K
UCB
111
United Community Bank
South Carolina
$39.8K +$19K +750 +96%
1L
112
10Elms LLP
Oklahoma
$36.3K +$35.5K +1,400 New
Jones Financial Companies
113
Jones Financial Companies
Missouri
$32.3K +$31.8K +1,253 New
CTC
114
Central Trust Company
Missouri
$31.6K -$406 -16 -1%
AGWCA
115
Annis Gardner Whiting Capital Advisors
Florida
$27.5K +$27K +1,063 New
KOCAA
116
Knights of Columbus Asset Advisors
Connecticut
$21.7K
PGAM
117
Princeton Global Asset Management
New Jersey
$11K +$10.8K +425 New
AW
118
Avion Wealth
Texas
$2K +$2.31K +91 New
BlackRock
119
BlackRock
New York
$1.27K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$26 +$25 +1 New
Jane Street
121
Jane Street
New York
-$3.48M -136,191 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$1.79M -70,056 Closed
EC
123
Estate Counselors
Wisconsin
-$1.64M -64,046 Closed
IAIM
124
International Assets Investment Management
Florida
-$464K -18,136 Closed
EWS
125
Evergreen Wealth Solutions
Pennsylvania
-$237K -9,275 Closed

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.