iShares iBonds Dec 2033 Term Corporate ETF
IBDY
116 hedge funds and large institutions have $507M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 9 reducing their positions, and 8 closing their positions.
667% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 9
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more funds holding
Funds holding: 99 → 116 (+17)
5% less capital inflows, than outflows
Capital inflows: $75.2M | Capital outflows: $79.4M
2.46% less ownership
Funds ownership: 73.02% → 70.56% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Investment Counselors
Northville,
Michigan
|
+$13.6M |
| 2 |
PFG Private Wealth Management
Lutz,
Florida
|
+$10.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.08M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$70.3M |
| 2 |
First Interstate Bank
Billings,
Montana
|
-$3.77M |
| 3 |
J.W. Cole Advisors
Tampa,
Florida
|
-$1.16M |
| 4 |
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$907K |
| 5 |
JP Morgan Chase
New York
|
-$682K |
IBDY Hedge Fund Activity: Q1 2025 in Review
116 of the 7,487 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q1 2025, worth a combined $507M — up 0.16% from $506M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBDY positions and 8 closed out — a net gain of 18 holders — while 69 added to existing stakes and 9 trimmed.
The largest buyer was Sigma Investment Counselors, adding an estimated $13.6M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $70.3M sold.
- 116 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2025, up from 99 in Q4 2024.
- Funds reported $507M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2025, up 0.16% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q1 2025 and 8 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q1 2025 was Sigma Investment Counselors, an estimated $13.6M added.
- The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q1 2025 was Aptus Capital Advisors, an estimated $70.3M sold.
Based on aggregated 13F filings for Q1 2025.