iShares iBonds Dec 2033 Term Corporate ETF
IBDY
113 hedge funds and large institutions have $505M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 9 reducing their positions, and 8 closing their positions.
633% more repeat investments, than reductions
Existing positions increased: 66 | 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)
18% more funds holding
Funds holding: 96 → 113 (+17)
0% more capital invested
Capital invested by funds: $504M → $505M (+$625K)
2.47% less ownership
Funds ownership: 72.77% → 70.3% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$13.6M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
+$10.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.08M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.92M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$70.3M |
| 2 |
FIB
First Interstate Bank
Billings,
Montana
|
-$3.77M |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$1.16M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$907K |
| 5 |
JP Morgan Chase
New York
|
-$682K |
IBDY Hedge Fund Activity: Q1 2025 in Review
113 of the 7,472 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 $505M — up 0.12% from $504M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBDY positions and 8 closed out — a net gain of 18 holders — while 66 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.
- 113 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q1 2025, up from 96 in Q4 2024.
- Funds reported $505M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q1 2025, up 0.12% 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.