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iShares iBonds Dec 2033 Term Corporate ETF

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: 120131 (+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: 53 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$71.8M +$5.31M +204,676 +8%
FIB
2
First Interstate Bank
Montana
$49.6M +$646K +24,882 +1%
SF
3
Summit Financial
New Jersey
$48.7M +$48.1M +1,854,861 New
Morgan Stanley
4
Morgan Stanley
New York
$39.7M +$14.3M +552,741 +58%
Bank of America
5
Bank of America
North Carolina
$39.6M +$3.19M +123,047 +9%
SIC
6
Sigma Investment Counselors
Michigan
$30.6M +$3.89M +149,979 +15%
SL
7
Summitry LLC
California
$26.2M +$273K +10,500 +1%
MCM
8
MV Capital Management
Maryland
$21.2M +$328K +12,636 +2%
EFP
9
Envision Financial Planning
Tennessee
$20.7M +$2.87M +110,499 +16%
US Bancorp
10
US Bancorp
Minnesota
$19.6M -$897K -34,566 -4%
Wells Fargo
11
Wells Fargo
California
$17.9M +$5.12M +197,145 +41%
Ameriprise
12
Ameriprise
Minnesota
$14.5M +$9.81M +377,989 +215%
AF
13
Arrow Financial
New York
$14.5M -$389K -15,000 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$13M +$31.8K +1,226 +0.2%
MLA
15
MB, Levis & Associates
Pennsylvania
$12.5M +$79.7K +3,070 +0.6%
UBS Group
16
UBS Group
Switzerland
$10.6M +$877K +33,794 +9%
IW
17
Instrumental Wealth
Florida
$10.1M +$482K +18,558 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.8M -$77.7K -2,993 -0.8%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.76M +$773K +29,766 +10%
HighTower Advisors
20
HighTower Advisors
Illinois
$8.2M +$4.98M +191,862 +159%
Raymond James Financial
21
Raymond James Financial
Florida
$6.92M +$532K +20,508 +8%
GPA
22
Guidance Point Advisors
Massachusetts
$6.57M +$185K +7,146 +3%
KAS
23
Kestra Advisory Services
Texas
$6.51M -$26.7K -1,030 -0.4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.3M +$1.74M +67,148 +39%
Lido Advisors
25
Lido Advisors
California
$5.84M +$827K +31,874 +17%

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.