Who Owns IBDY?
iShares iBonds Dec 2033 Term Corporate ETF — Institutional Ownership & 13F Holdings
$25.93
-0.04 (-0.17%)
Market Cap
$1.1B
Shares Outstanding
40,384,107
Institutional Holders
110
Total Inst. Value
$462.4M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
34
Closed Positions
10
Increased
57
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | $58.0M | 2,269,615 |
| 2 | FIRST INTERSTATE BANK | $48.8M | 1,909,062 |
| 3 | BANK OF AMERICA CORP /DE/ | $36.5M | 1,427,392 |
| 4 | SUMMITRY LLC | $24.4M | 955,689 |
| 5 | SIGMA INVESTMENT COUNSELORS INC | $22.2M | 866,769 |
| 6 | MORGAN STANLEY | $22.1M | 862,944 |
| 7 | MV CAPITAL MANAGEMENT, INC. | $20.5M | 801,952 |
| 8 | US BANCORP \DE\ | $17.5M | 683,823 |
| 9 | Envision Financial Planning, LLC | $16.6M | 650,671 |
| 10 | ARROW FINANCIAL CORP | $14.6M | 570,865 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Investment Advisors, LLC | +195K | $58.0M |
| BANK OF AMERICA CORP /DE/ | +185K | $36.5M |
| SUMMITRY LLC | +40K | $24.4M |
| SIGMA INVESTMENT COUNSELORS INC | +536K | $22.2M |
| MORGAN STANLEY | +105K | $22.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| FIRST INTERSTATE BANK | -149K | $48.8M |
| Venture Visionary Partners LLC | -118K | $3.1M |
| JPMORGAN CHASE & CO | -27K | $20K |
| Parallel Advisors, LLC | -21K | $4.4M |
| OSAIC HOLDINGS, INC. | -14K | $345K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold IBDY?
As of Q1 2025, 110 institutional investors report holding IBDY (iShares iBonds Dec 2033 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDY?
The largest institutional holder of IBDY is Capital Investment Advisors, LLC with $58.0M in shares.
Are institutions buying or selling IBDY?
This quarter, 34 institutions opened new positions in IBDY and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.