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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
JWM
126
Jupiter Wealth Management
Colorado
$121K
SIS
127
Sound Income Strategies
Florida
$120K +$891 +34 +0.7%
HA
128
Hyposwiss Advisors
$83.4K +$83.6K +3,190 New
CB
129
CNB Bank
Pennsylvania
$79.5K +$79.7K +3,042 New
MB
130
MidFirst Bank
Oklahoma
$56.2K +$56.4K +2,151 New
TC
131
Trust Company
Kansas
$50.4K +$26 +1 +0.1%
Fidelity Investments
132
Fidelity Investments
Massachusetts
$33.8K +$33.9K +1,293 New
BC
133
Barrett & Company
Rhode Island
$26.1K
KOCAA
134
Knights of Columbus Asset Advisors
Connecticut
$21.9K
BWL
135
Bogart Wealth LLC
Virginia
$15K +$15K +572 New
KFI
136
Key Financial Inc
Pennsylvania
$14.7K
PGAM
137
Princeton Global Asset Management
New Jersey
$11.2K +$52 +2 +0.5%
BONH
138
Bank of New Hampshire
New Hampshire
$10.5K +$10.5K +400 New
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$8.23K +$8.26K +315 New
HBW
140
Hazlett, Burt & Watson
West Virginia
$4K +$52 +2 +1%
BlackRock
141
BlackRock
New York
$1.31K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$26
Citadel Advisors
143
Citadel Advisors
Florida
-$3.61M -137,772 Closed
JP Morgan Chase
144
JP Morgan Chase
New York
-$2.88M -109,702 Closed
QFA
145
Quantum Financial Advisors
California
-$1.69M -64,572 Closed
NC
146
NovaPoint Capital
Georgia
-$1.08M -41,000 Closed
Goldman Sachs
147
Goldman Sachs
New York
-$761K -29,019 Closed
GHA
148
Granite Harbor Advisors
Texas
-$663K -25,274 Closed
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
-$286K -10,915 Closed
OC
150
Oppenheimer & Co
New York
-$213K -8,110 Closed

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.