iShares iBonds Dec 2033 Term Corporate ETF

IBDY • ARCA

iShares iBonds Dec 2033 Term Corporate ETF is an exchange-traded fund on ARCA. As of Q3 2025, 130 institutional investors hold shares in this ETF, with total holdings valued at $623.2M. Capital Investment Advisors, LLC is the largest holder with a position valued at $71.8M.

Overview

Overview of institutional ownership in IBDY as of Q3 2025

All Institutions

Institutions: 130
Value Held: $623.2M
Shares Held: 23.8M
Avg Position: $4.8M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 1
Value Held: $3.6M
Shares Held: 137.8K
Avg Position: $3.6M
Median Position: $3.6M

Biggest Investors

Institutions with the largest positions in IBDY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$71.8M 1.18% of portfolio	2.7M shares	Q3 2023 Held for 2y 2m	$6.1B
F FIRST INTERSTATE BANK Institution	-	$49.6M 2.74% of portfolio	1.9M shares	Q4 2023 Held for 1y 11m	$1.8B
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	$48.7M 0.75% of portfolio	1.9M shares	Q3 2025 Held for 2 months	$6.5B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$39.7M 0.00% of portfolio	1.5M shares	Q3 2023 Held for 2y 2m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$39.6M 0.00% of portfolio	1.5M shares	Q4 2023 Held for 1y 11m	$1.33T
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	Robert Michael Bilkie CEO	$30.6M 1.59% of portfolio	1.2M shares	Q4 2024 Held for 11 months	$1.9B
GOLUB GROUP LLC RIA/Wealth	Colin Matthew Higgins CEO	$26.2M 1.12% of portfolio	999.0K shares	Q1 2024 Held for 1y 8m	$2.3B
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	$20.7M 8.86% of portfolio	788.1K shares	Q3 2023 Held for 2y 2m	$233.2M
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$19.6M 0.02% of portfolio	746.8K shares	Q1 2024 Held for 1y 8m	$84.3B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$17.9M 0.00% of portfolio	683.3K shares	Q2 2023 Held for 2y 5m	$488.50B

Net Capital Flow

Institutional buying and selling activity for IBDY in Q3 2025

Traded: +$98.7M
Buyers: 93
Sellers: 28
Total Bought: +$123.6M
Total Sold: −$24.9M
Avg Position: $4.5M

Biggest Buyers

Institution	Net Bought	Current Position
Summit Financial, LLC RIA/Wealth	+$48.7M +1.9M shares	$48.7M 1.9M shares
MORGAN STANLEY RIA/Wealth	+$14.5M +552.7K shares	$39.7M 1.5M shares
AMERIPRISE FINANCIAL INC Institution	+$9.9M +378.0K shares	$14.5M 553.9K shares
Capital Investment Advisors, LLC RIA/Wealth	+$5.4M +204.7K shares	$71.8M 2.7M shares
WELLS FARGO & COMPANY/MN Institution	+$5.2M +197.1K shares	$17.9M 683.3K shares
HighTower Advisors, LLC RIA/Wealth	+$5.0M +191.9K shares	$8.2M 312.4K shares
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	+$3.9M +150.0K shares	$30.6M 1.2M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$3.6M +137.8K shares	$3.6M 137.8K shares
BANK OF AMERICA CORP /DE/ Institution	+$3.2M +123.0K shares	$39.6M 1.5M shares
Envision Financial Planning, LLC RIA/Wealth	+$2.9M +110.5K shares	$20.7M 788.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
PFG Private Wealth Management, LLC RIA/Wealth	−$10.7M −412.6K shares	Sold Off 0 shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	−$8.0M −307.3K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$969.1K −36.9K shares	$2.9M 109.7K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$961.0K −36.6K shares	$3.1M 119.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$906.7K −34.6K shares	$19.6M 746.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$561.3K −21.7K shares	Sold Off 0 shares
S STIFEL FINANCIAL CORP Long Only Manager	−$507.2K −19.6K shares	Sold Off 0 shares
Jacobi Capital Management LLC RIA/Wealth	−$459.7K −17.7K shares	Sold Off 0 shares
ARROW FINANCIAL CORP Institution	−$393.5K −15.0K shares	$14.5M 551.4K shares
CALIBER WEALTH MANAGEMENT, LLC / KS RIA/Wealth	−$209.2K −8.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBDY in Q3 2025

New Positions: 16
New Value: $52.3M
Exited Positions: 9
Exited Value: $20.6M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$48.7M 1.9M shares
GOLDMAN SACHS GROUP INC Institution	$761.2K 29.0K shares
BARCLAYS PLC Institution	$498.9K 19.0K shares
S Sterling Investment Advisors, Ltd. RIA/Wealth	$474.8K 18.1K shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	$455.2K 17.4K shares
Stratos Wealth Partners, LTD. RIA/Wealth	$375.5K 14.3K shares
NESTEGG ADVISORS, INC. RIA/Wealth	$275.3K 10.5K shares
Sarver Vrooman Wealth Advisors RIA/Wealth	$263.1K 10.0K shares
BB&T CORP Institution	$221.3K 8.4K shares
OPPENHEIMER & CO INC RIA/Wealth	$212.7K 8.1K shares

Exited Positions

Institution	Previous Position
PFG Private Wealth Management, LLC RIA/Wealth	$10.7M 412.6K shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	$8.0M 307.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$561.3K 21.7K shares
S STIFEL FINANCIAL CORP Long Only Manager	$507.2K 19.6K shares
Jacobi Capital Management LLC RIA/Wealth	$459.7K 17.7K shares
CALIBER WEALTH MANAGEMENT, LLC / KS RIA/Wealth	$209.2K 8.1K shares
Koesten, Hirschmann & Crabtree, INC. RIA/Wealth	$152.1K 5.9K shares
Annis Gardner Whiting Capital Advisors, LLC RIA/Wealth	$27.5K 1.1K shares
Efficient Wealth Management LLC RIA/Wealth	$2.4K 91.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBDY as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBDY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	8.86% $20.7M	788.1K shares	Q3 2023 Held for 2y 2m	$233.2M
I INSTRUMENTAL WEALTH, LLC RIA/Wealth	David Scott Silver CEO	7.10% $10.1M	385.7K shares	Q4 2023 Held for 1y 11m	$142.6M
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	5.74% $12.5M	477.8K shares	Q3 2023 Held for 2y 2m	$218.4M
F FIRST INTERSTATE BANK Institution	-	2.74% $49.6M	1.9M shares	Q4 2023 Held for 1y 11m	$1.8B
4Thought Financial Group Inc. RIA/Wealth	Jesse Brian Mackey CEO	2.27% $4.5M	171.5K shares	Q4 2023 Held for 1y 11m	$197.8M
Guidance Point Advisors, LLC RIA/Wealth	Wesley Austin Delcol Managing Partner	1.62% $6.6M	250.6K shares	Q1 2024 Held for 1y 8m	$405.7M
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	Robert Michael Bilkie CEO	1.59% $30.6M	1.2M shares	Q4 2024 Held for 11 months	$1.9B
Michael S. Ryan, Inc. RIA/Wealth	Michael Sean Ryan President	1.55% $2.6M	98.9K shares	Q1 2025 Held for 8 months	$167.6M
ARROW FINANCIAL CORP Institution	David S. DeMarco CEO	1.48% $14.5M	551.4K shares	Q3 2023 Held for 2y 2m	$978.0M
Evergreen Private Wealth LLC RIA/Wealth	Dustin Kyle Schick CCO	1.34% $3.3M	125.8K shares	Q1 2024 Held for 1y 8m	$246.7M

Hedge Fund Spotlight

Discover hedge funds investing in IBDY

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Dec 2033 Term Corporate ETF

Market Value: $3.6M
Shares Held: 137.8K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%