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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
PAG
101
Private Advisor Group
New Jersey
$338K +$9.99K +381 +3%
HCM
102
Howland Capital Management
Massachusetts
$332K +$333K +12,710 New
RPC
103
Rossmore Private Capital
Connecticut
$310K +$11.3K +430 +4%
XF
104
XML Financial
Maryland
$308K +$308K +11,766 New
CTWM
105
Cherry Tree Wealth Management
Minnesota
$304K +$70.6K +2,692 +30%
AWP
106
Accretive Wealth Partners
New Jersey
$298K
GVAG
107
Great Valley Advisor Group
Delaware
$292K +$292K +11,160 New
SVWA
108
Sarver Vrooman Wealth Advisors
Missouri
$262K
MOS
109
MGO One Seven
Ohio
$254K -$19K -725 -7%
MA
110
Mutual Advisors
Nebraska
$253K
Cambridge Investment Research Advisors
111
Cambridge Investment Research Advisors
Iowa
$236K -$26.7K -1,020 -10%
Truist Financial
112
Truist Financial
North Carolina
$221K +$26 +1 +0%
IF
113
Ironwood Financial
Arizona
$216K +$216K +8,244 New
KHC
114
Koesten Hirschmann & Crabtree
Kansas
$213K +$213K +8,140 New
AWM
115
Apollon Wealth Management
South Carolina
$211K +$212K +8,071 New
HI
116
Hendershot Investments
Virginia
$208K
DP
117
Dearborn Partners
Illinois
$206K +$207K +7,883 New
SVWAG
118
Sound View Wealth Advisors Group
Georgia
$201K +$202K +7,689 New
BCV
119
Banque Cantonale Vaudoise
Switzerland
$200K -$9.15K -349 -4%
Comerica Bank
120
Comerica Bank
Texas
$192K
Jones Financial Companies
121
Jones Financial Companies
Missouri
$192K +$127K +4,841 +192%
1L
122
10Elms LLP
Oklahoma
$154K +$17K +650 +12%
CTC
123
Central Trust Company
Missouri
$148K +$76.4K +2,914 +106%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$132K +$94.9K +3,619 +253%
RBC
125
Roble Belko & Company
Pennsylvania
$125K +$125K +4,786 New

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.