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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

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

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
NA
101
Nestegg Advisors
New York
$275K +$272K +10,494 New
MOS
102
MGO One Seven
Ohio
$274K -$119K -4,595 -31%
SVWA
103
Sarver Vrooman Wealth Advisors
Missouri
$263K +$260K +10,031 New
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$263K +$52 +2 +0%
MA
105
Mutual Advisors
Nebraska
$256K -$86.3K -3,325 -26%
CTWM
106
Cherry Tree Wealth Management
Minnesota
$234K +$101K +3,877 +77%
Truist Financial
107
Truist Financial
North Carolina
$221K +$219K +8,438 New
OC
108
Oppenheimer & Co
New York
$213K +$210K +8,110 New
BCV
109
Banque Cantonale Vaudoise
Switzerland
$209K +$12.3K +472 +6%
HI
110
Hendershot Investments
Virginia
$209K – – –
Comerica Bank
111
Comerica Bank
Texas
$193K -$13.2K -507 -6%
Osaic Holdings
112
Osaic Holdings
Arizona
$188K +$19.7K +760 +12%
1L
113
10Elms LLP
Oklahoma
$138K +$99.9K +3,850 +275%
JWM
114
Jupiter Wealth Management
Colorado
$121K – – –
SIS
115
Sound Income Strategies
Florida
$119K +$1.14K +44 +1%
HWM
116
Hemington Wealth Management
Virginia
$74K – – –
CTC
117
Central Trust Company
Missouri
$72.4K +$40K +1,542 +127%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$66K +$32.9K +1,268 +101%
TC
119
Trust Company
Kansas
$50.5K – – –
UCB
120
United Community Bank
South Carolina
$40.3K – – –
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$37.5K +$37.1K +1,430 New
BC
122
Barrett & Company
Rhode Island
$26.2K +$26K +1,000 New
KOCAA
123
Knights of Columbus Asset Advisors
Connecticut
$22K – – –
NB
124
NBT Bank
New York
$18.4K +$18.2K +700 New
KFI
125
Key Financial Inc
Pennsylvania
$14.8K +$14.6K +564 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.