Who Owns iShares iBonds Dec 2033 Term Corporate ETF (IBDY)?Hedge Fund & Institutional Holders

$25.87+0.11 (+0.42%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$24.74$25.18$25.62$26.06$26.50Sep 24Jun 25Mar 26

IBDY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Capital Investment Advisors, LLCNew Position+2.9M+$76.6B
FIRST INTERSTATE BANKNew Position+1.9M+$49.7B
BANK OF AMERICA CORP /DE/Increased+277K+$46.0B
SIGMA INVESTMENT COUNSELORS INCNew Position+1.3M+$33.6B
MV CAPITAL MANAGEMENT, INC.New Position+806K+$21.1B
ARROW FINANCIAL CORPNew Position+556K+$14.5B
PFG Private Wealth Management, LLCNew Position+463K+$12.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+389K+$10.0B
Krilogy Financial LLCNew Position+202K+$5.3B
4Thought Financial Group Inc.New Position+175K+$4.6B
LYELL WEALTH MANAGEMENT, LPNew Position+174K+$4.5B
RAYMOND JAMES FINANCIAL INCIncreased+219K+$4.1B
Evergreen Private Wealth LLCNew Position+133K+$3.5B
Signature Wealth Management GroupNew Position+105K+$2.7B
UBS Group AGIncreased+95K+$2.4B

IBDY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-138K-$3.6B
JPMORGAN CHASE & COClosed Position-110K-$2.9B
Quantum Financial Advisors, LLCClosed Position-65K-$1.7B
GOLDMAN SACHS GROUP INCClosed Position-29K-$761.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-11K-$286.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-1K-$37.5M
Marathon Mission, Inc.Decreased-486-$21.9M
Stratos Wealth Partners, LTD.Decreased-699-$20.5M
FLOW TRADERS U.S. LLCDecreased-28K-$2.5M
Farther Finance Advisors, LLCClosed Position-68-$1.8M
Frisch Financial Group, Inc.Decreased-17K-$438K
Cambridge Investment Research Advisors, Inc.Decreased-1K-$263K
Banque Cantonale VaudoiseDecreased-349-$209K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Investment Advisors, LLC2,929,934$76.6B1166.56%Share
2FIRST INTERSTATE BANK1,897,260$49.6B2.66%Share
3SIGMA INVESTMENT COUNSELORS INC1,286,574$33.6B1.71%Share
4SUMMITRY LLC1,022,638$26.7B1.11%Share
5BANK OF AMERICA CORP /DE/889,274$23.0B1.67%Share
6BANK OF AMERICA CORP /DE/845,906$22.0B1.60%Share
7MV CAPITAL MANAGEMENT, INC.806,357$21.1B2.03%Share
8Envision Financial Planning, LLC788,791$20.6B7.79%Share
9US BANCORP \DE\711,692$18.6B21.80%Share
10AMERIPRISE FINANCIAL INC590,097$15.0B3.39%Share
11ARROW FINANCIAL CORP542,077$14.2B1.41%Share
12UBS Group AG499,399$13.1B2.12%Share
13Rockefeller Capital Management L.P.501,711$13.0B23.40%Share
14MB, LEVIS & ASSOCIATES, LLC482,288$12.6B5.31%Share
15PFG Private Wealth Management, LLC463,084$12.1B5.30%Share
16WELLS FARGO & COMPANY/MN412,914$10.0B1.82%Share
17COMMONWEALTH EQUITY SERVICES, LLC388,766$10.0B13.33%Share
18RAYMOND JAMES FINANCIAL INC370,972$9.0B2.80%Share
19WELLS FARGO & COMPANY/MN323,923$8.0B1.46%Share
20ROYAL BANK OF CANADA246,026$6.0B0.98%Share
21Krilogy Financial LLC202,110$5.3B0.18%Share
22HANCOCK WHITNEY CORP205,712$5.0B90.16%Share
23Parallel Advisors, LLC210,833$5.0B91.47%Share
244Thought Financial Group Inc.175,251$4.6B2.27%Share
25LYELL WEALTH MANAGEMENT, LP173,645$4.5B0.33%Share
26Evergreen Private Wealth LLC133,371$3.5B1.37%Share
27PRECEDENT WEALTH PARTNERS, LLC122,018$3.2B0.67%Share
28Signature Wealth Management Group104,858$2.7B1.12%Share
29Seneca House Advisors98,764$2.6B0.97%Share
30Marathon Mission, Inc.98,441$2.6B1.49%Share
31Stonebrook Private Inc.89,062$2.3B0.49%Share
32McGlone Suttner Wealth Management, Inc.86,911$2.3B0.31%Share
33MCF Advisors LLC76,699$2.0B0.11%Share
34MERCER GLOBAL ADVISORS INC /ADV88,483$2.0B3.05%Share
35OneDigital Investment Advisors LLC104,858$2.0B19.60%Share
36RAYMOND JAMES FINANCIAL INC112,109$2.0B0.62%Share
37J.W. COLE ADVISORS, INC.59,727$1.6B0.04%Share
38ADIRONDACK TRUST CO59,751$1.6B0.51%Share
39Wilkins Miller Wealth Management, LLC58,231$1.5B0.91%Share
40ASSOCIATED BANC-CORP57,100$1.5B0.04%Share
41US BANCORP \DE\55,146$1.4B1.69%Share
42FULTON BREAKEFIELD BROENNIMAN LLC50,650$1.3B0.08%Share
43Segment Wealth Management, LLC48,035$1.3B0.07%Share
44Paradigm, Strategies in Wealth Management, LLC44,287$1.2B0.76%Share
45LITTLE HOUSE CAPITAL LLC41,316$1.1B0.27%Share
46Keeler Thomas Management LLC41,164$1.1B0.51%Share
47UNITED CAPITAL FINANCIAL ADVISORS, LLC52,781$1.0B6.02%Share
48BANK OF AMERICA CORP /DE/53,205$1.0B0.07%Share
49MEITAV INVESTMENT HOUSE LTD53,750$1.0B11.54%Share
50Reliant Wealth Planning37,010$967.0M0.30%Share

IBDY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025138$494.5B+66
Q3 202572$212.2B-38
Q2 2025110$407.7B+0
Q1 2025110$469.8B+24
Q4 202486$1.3T+17
Q3 202469$10.2T+4
Q2 202465$3.6T+4
Q1 202461$7.5T—

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As of Q4 2025, 50 institutional investors hold IBDY (iShares iBonds Dec 2033 Term Corporate ETF). The largest holder is Capital Investment Advisors, LLC with $76.6B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDY?

As of Q4 2025, 50 institutional investors report holding IBDY (iShares iBonds Dec 2033 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDY?

The largest institutional holder of IBDY is Capital Investment Advisors, LLC with $76.6B in shares.

Is institutional ownership of IBDY increasing or decreasing?

This quarter, 12 institutions opened new positions in IBDY and 6 closed their positions.