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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
113
Holders Change
+17
Holders Change %
+17.71%
% of All Funds
1.52%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
26
Increased
66
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
Sigma Investment Counselors
Michigan
+$13.6M
2
PPWM
PFG Private Wealth Management
Florida
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.08M
4
CIA
Capital Investment Advisors
Georgia
+$4.92M
5
Bank of America
Bank of America
North Carolina
+$4.67M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$70.3M
2
FIB
First Interstate Bank
Montana
-$3.77M
3
JWCA
J.W. Cole Advisors
Florida
-$1.16M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$907K
5
JP Morgan Chase
JP Morgan Chase
New York
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$58M +$4.92M +194,733 +9%
FIB
2
First Interstate Bank
Montana
$48.8M -$3.77M -149,220 -7%
Bank of America
3
Bank of America
North Carolina
$36.5M +$4.67M +184,854 +15%
SL
4
Summitry LLC
California
$24.4M +$1.01M +39,918 +4%
SIC
5
Sigma Investment Counselors
Michigan
$22.2M +$13.6M +536,105 +162%
Morgan Stanley
6
Morgan Stanley
New York
$22.1M +$2.64M +104,515 +14%
MCM
7
MV Capital Management
Maryland
$20.5M +$1.25M +49,557 +7%
US Bancorp
8
US Bancorp
Minnesota
$17.5M +$2.44M +96,351 +16%
EFP
9
Envision Financial Planning
Tennessee
$16.6M +$414K +16,389 +3%
AF
10
Arrow Financial
New York
$14.6M -$45.2K -1,788 -0.3%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$12.9M +$520K +20,557 +4%
Wells Fargo
12
Wells Fargo
California
$12.8M +$74.8K +2,960 +0.6%
MLA
13
MB, Levis & Associates
Pennsylvania
$11.9M +$93.8K +3,711 +0.8%
PPWM
14
PFG Private Wealth Management
Florida
$10.2M +$10.1M +400,847 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.84M +$5.08M +201,053 +109%
UBS Group
16
UBS Group
Switzerland
$9.78M +$967K +38,228 +11%
IW
17
Instrumental Wealth
Florida
$9.06M +$58.1K +2,296 +0.6%
CIM
18
Confluence Investment Management
Missouri
$7.89M -$67.4K -2,665 -0.9%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$7.21M +$1.04M +41,112 +17%
Raymond James Financial
20
Raymond James Financial
Florida
$6.28M +$1.33M +52,547 +27%
GPA
21
Guidance Point Advisors
Massachusetts
$5.97M +$77.8K +3,078 +1%
KAS
22
Kestra Advisory Services
Texas
$5.77M +$47.3K +1,872 +0.8%
SSB
23
Sandy Spring Bank
Maryland
$5.04M +$485K +19,173 +11%
KF
24
Krilogy Financial
Missouri
$4.98M +$457K +18,077 +10%
Lido Advisors
25
Lido Advisors
California
$4.54M +$622K +24,617 +16%
1
2 3 4 5

IBDY Hedge Fund Activity: Q1 2025 in Review

113 of the 7,457 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.