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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
PGAM
126
Princeton Global Asset Management
New Jersey
$11.1K – – –
HBW
127
Hazlett, Burt & Watson
West Virginia
$4K +$3.89K +150 New
CA
128
Clearstead Advisors
Ohio
$3.12K +$3.09K +119 New
FFA
129
Farther Finance Advisors
California
$1.78K +$1.76K +68 New
BlackRock
130
BlackRock
New York
$1.31K +$26 +1 +2%
OSAM
131
O'Shaughnessy Asset Management
Connecticut
$26 – – –
PPWM
132
PFG Private Wealth Management
Florida
– -$10.7M -412,568 Closed
CIM
133
Confluence Investment Management
Missouri
– -$7.96M -307,307 Closed
MML Investors Services
134
MML Investors Services
Massachusetts
– -$561K -21,667 Closed
Stifel Financial
135
Stifel Financial
Missouri
– -$507K -19,580 Closed
JCM
136
Jacobi Capital Management
Pennsylvania
– -$460K -17,747 Closed
CWMK
137
Caliber Wealth Management (Kansas)
Kansas
– -$209K -8,074 Closed
KHC
138
Koesten Hirschmann & Crabtree
Kansas
– -$152K -5,870 Closed
AGWCA
139
Annis Gardner Whiting Capital Advisors
Florida
– -$27.5K -1,063 Closed
AW
140
Avion Wealth
Texas
– -$2K -91 Closed
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.