iShares iBonds Dec 2033 Term Corporate ETF
IBDY
168 hedge funds and large institutions have $805M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2026 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 89 increasing their positions, 29 reducing their positions, and 14 closing their positions.
207% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 29
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
4% more funds holding
Funds holding: 161 → 168 (+7)
3% more capital invested
Capital invested by funds: $780M → $805M (+$24.9M)
1.09% less ownership
Funds ownership: 74.11% → 73.02% (-1.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$49M |
| 2 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$11.7M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$6.37M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.4M |
| 5 |
IF
Ironwood Financial
Tucson,
Arizona
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIB
First Interstate Bank
Billings,
Montana
|
-$46.9M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$23.1M |
| 3 |
Jane Street
New York
|
-$6.9M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$3.35M |
| 5 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$2.59M |
IBDY Hedge Fund Activity: Q2 2026 in Review
168 institutional investors reported a position in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) for Q2 2026, worth a combined $805M — up 3.2% from $780M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new IBDY positions and 14 closed out — a net gain of 11 holders — while 89 added to existing stakes and 29 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $49M. The largest seller was First Interstate Bank, cutting an estimated $46.9M.
- 168 institutional investors held iShares iBonds Dec 2033 Term Corporate ETF (IBDY) as of Q2 2026, up from 161 in Q1 2026.
- Funds reported $805M of iShares iBonds Dec 2033 Term Corporate ETF stock for Q2 2026, up 3.2% quarter-over-quarter.
- 25 funds opened new iShares iBonds Dec 2033 Term Corporate ETF positions in Q2 2026 and 14 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2033 Term Corporate ETF buyer in Q2 2026 was Capital Advisors Inc, an estimated $49M added.
- The largest iShares iBonds Dec 2033 Term Corporate ETF seller in Q2 2026 was First Interstate Bank, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2026.