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iShares iBonds Dec 2033 Term Corporate ETF

142 hedge funds and large institutions have $717M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 15

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $644M → $717M (+$72.3M)

8% more funds holding

Funds holding: 131142 (+11)

0.62% more ownership

Funds ownership: 74.9%75.52% (+0.62%)

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
23
Increased
86
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$76.6M +$5.08M +193,950 +7%
Morgan Stanley
2
Morgan Stanley
New York
$52.1M +$12.6M +479,160 +32%
SF
3
Summit Financial
New Jersey
$51M +$2.55M +97,284 +5%
FIB
4
First Interstate Bank
Montana
$49.7M +$279K +10,632 +0.6%
Bank of America
5
Bank of America
North Carolina
$46.7M +$7.27M +277,330 +18%
SIC
6
Sigma Investment Counselors
Michigan
$33.6M +$3.13M +119,405 +10%
SL
7
Summitry LLC
California
$26.7M +$621K +23,683 +2%
MCM
8
MV Capital Management
Maryland
$21.4M +$287K +10,943 +1%
EFP
9
Envision Financial Planning
Tennessee
$20.6M +$18.2K +696 +0.1%
US Bancorp
10
US Bancorp
Minnesota
$20M +$526K +20,069 +3%
Wells Fargo
11
Wells Fargo
California
$19.3M +$1.4M +53,527 +8%
Ameriprise
12
Ameriprise
Minnesota
$15.5M +$1.04M +39,733 +7%
AF
13
Arrow Financial
New York
$14.5M +$119K +4,543 +0.8%
HighTower Advisors
14
HighTower Advisors
Illinois
$14.1M +$5.94M +226,727 +73%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$13.1M +$198K +7,566 +2%
UBS Group
16
UBS Group
Switzerland
$13.1M +$2.48M +94,577 +23%
Raymond James Financial
17
Raymond James Financial
Florida
$12.6M +$5.74M +219,186 +83%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.6M +$118K +4,511 +0.9%
PPWM
19
PFG Private Wealth Management
Florida
$12.1M +$12.1M +463,084 New
IW
20
Instrumental Wealth
Florida
$10.9M +$742K +28,299 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.2M +$397K +15,158 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$9.39M +$660K +25,176 +8%
Mariner
23
Mariner
Kansas
$7.54M +$5.32M +203,002 +238%
KAS
24
Kestra Advisory Services
Texas
$7.07M +$591K +22,562 +9%
GPA
25
Guidance Point Advisors
Massachusetts
$6.93M +$376K +14,364 +6%

IBDY Hedge Fund Activity: Q4 2025 in Review

142 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q4 2025, worth a combined $717M — up 11% from $644M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDY positions and 11 closed out — a net gain of 12 holders — while 86 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.61M sold.

  • 142 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q4 2025, up from 131 in Q3 2025.
  • Funds reported $717M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q4 2025 and 11 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q4 2025 was Morgan Stanley, an estimated $12.6M added.
  • The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q4 2025 was Citadel Advisors, an estimated $3.61M sold.

Based on aggregated 13F filings for Q4 2025.