iShares iBonds Dec 2033 Term Corporate ETF
IBDY
133 hedge funds and large institutions have $645M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 19 reducing their positions, and 9 closing their positions.
398% more capital inflows, than outflows
Capital inflows: $123M | Capital outflows: $24.8M
295% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 19
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
9% more funds holding
Funds holding: 122 → 133 (+11)
3.8% more ownership
Funds ownership: 71.23% → 75.03% (+3.8%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Summit Financial
Parsippany,
New Jersey
|
+$48.1M |
| 2 |
Morgan Stanley
New York
|
+$14.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.8M |
| 4 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$5.31M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG Private Wealth Management
Lutz,
Florida
|
-$10.7M |
| 2 |
Confluence Investment Management
St. Louis,
Missouri
|
-$7.96M |
| 3 |
JP Morgan Chase
New York
|
-$959K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$951K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$897K |
IBDY Hedge Fund Activity: Q3 2025 in Review
133 of the 7,652 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 $645M — up 20% from $540M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IBDY positions and 9 closed out — a net gain of 12 holders — while 75 added to existing stakes and 19 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.
- 133 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q3 2025, up from 122 in Q2 2025.
- Funds reported $645M 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.