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iShares iBonds Dec 2033 Term Corporate ETF (IBDY) Institutional Ownership

iShares iBonds Dec 2033 Term Corporate ETF logo
$25.65 +0.05 (+0.20%)
As of 07/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$47.51M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.91M
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IBDY Institutional Buying and Selling by Quarter

iShares iBonds Dec 2033 Term Corporate ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025 Janney Montgomery Scott LLC304,136$7.88M0.0%+7.8%1.010%
7/17/2025 Sound Income Strategies LLC4,514$117K0.0%-45.5%0.015%
7/16/2025 Gradient Capital Advisors LLC13,658$354K0.1%+27.7%0.045%
7/11/2025 Adirondack Trust Co.42,027$1.09M0.4%+28.3%0.141%
7/9/2025 Lbmc Investment Advisors LLC15,310$397K0.0%N/A0.051%
7/8/2025 Parallel Advisors LLC188,406$4.88M0.1%+9.5%0.630%
7/1/2025 Confluence Investment Management LLC307,307$7.96M0.1%-0.4%1.054%
5/14/2025Flow Traders U.S. LLC42,415$1.08M0.0%N/A0.150%
5/8/2025Lyell Wealth Management LP56,120$1.43M0.1%N/A0.198%
5/5/2025Arrow Financial Corp570,865$14.59M1.6%-0.3%2.017%
4/22/2025Cambridge Investment Research Advisors Inc.9,493$243K0.0%+8.9%0.034%
4/17/2025 Janney Montgomery Scott LLC282,148$7.21M0.0%+17.1%0.997%
4/17/2025 Sound Income Strategies LLC8,280$212K0.0%N/A0.029%
4/8/2025 Parallel Advisors LLC172,033$4.40M0.1%-10.8%0.616%
4/3/2025 Adirondack Trust Co.32,749$837K0.3%+63.1%0.117%
4/1/2025 Confluence Investment Management LLC308,505$7.89M0.1%-0.9%1.104%
2/17/2025Captrust Financial Advisors48,484$1.22M0.0%+73.9%0.289%
2/14/2025Arrow Financial Corp572,653$14.37M1.4%+4.7%3.419%
2/13/2025United Capital Financial Advisors LLC8,408$211K0.0%N/A0.050%
2/12/2025JPMorgan Chase & Co.27,762$697K0.0%-62.0%0.166%
2/11/2025Sandy Spring Bank178,121$4.47M0.2%+4.0%1.063%
2/10/2025 Parallel Advisors LLC192,922$4.84M0.1%+24.1%1.152%
1/29/2025 Gradient Capital Advisors LLC10,699$269K0.1%+27.6%0.064%
1/21/2025 Archford Capital Strategies LLC75,589$1.90M0.3%+3.1%0.451%
1/17/2025 Adirondack Trust Co.20,077$504K0.2%+183.7%0.120%
1/17/2025 Janney Montgomery Scott LLC241,036$6.05M0.0%+1,587.6%1.439%
1/16/2025First United Bank & Trust1,855$47K0.0%N/A0.011%
1/2/2025 Confluence Investment Management LLC311,170$7.81M0.1%+0.8%1.858%
12/26/2024JPMorgan Chase & Co.73,124$1.93M0.0%N/A0.437%
11/14/2024Flow Traders U.S. LLC56,310$1.49M0.1%N/A0.336%
11/14/2024Captrust Financial Advisors27,888$736K0.0%+7.1%0.166%
11/4/2024Arrow Financial Corp546,730$14.43M1.3%+6.4%3.264%
10/31/2024Montecito Bank & Trust27,155$717K0.1%+53.0%0.162%
10/29/2024First Interstate Bank2,023,694$53.43M3.2%+1.7%12.082%
10/9/2024 Adirondack Trust Co.7,077$187K0.1%+20.6%0.042%
10/8/2024 First PREMIER Bank1,736$46K0.0%N/A0.010%
8/8/2024 Parallel Advisors LLC95,713$2.41M0.1%+6.2%0.571%
8/7/2024First Interstate Bank1,989,718$50.14M3.3%+103.9%11.879%
7/30/2024Arrow Financial Corp513,854$12.95M1.3%+15.0%3.068%
7/17/2024Montecito Bank & Trust17,743$447K0.1%+51.1%0.106%
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7/17/2024 Archford Capital Strategies LLC74,863$1.89M0.3%+7.3%0.447%
7/9/2024 Adirondack Trust Co.5,868$148K0.1%+78.8%0.035%
7/1/2024 Confluence Investment Management LLC318,866$8.04M0.1%-0.8%1.904%
5/21/2024Arrow Financial Corp446,848$11.39M1.1%+87.4%2.668%
5/17/2024Comerica Bank7,099$181K0.0%+84.1%0.042%
4/9/2024Montecito Bank & Trust11,742$299K0.1%N/A2.348%
4/9/2024 Adirondack Trust Co.3,282$84K0.0%+5,462.7%0.656%
4/1/2024 Confluence Investment Management LLC321,458$8.19M0.1%N/A64.292%
2/12/2024Arrow Financial Corp238,444$6.16M0.6%+3,081.8%47.689%
2/12/2024 Parallel Advisors LLC50,849$1.31M0.0%N/A10.170%
1/30/2024First Interstate Bank753,418$19.48M1.4%N/A150.684%
1/26/2024Sandy Spring Bank67,367$1.74M0.1%+119.4%13.473%
1/12/2024 Archford Capital Strategies LLC70,139$1.81M0.3%N/A14.028%
10/30/2023Sandy Spring Bank30,700$736K0.0%N/A6.140%
(Data available from 1/1/2016 forward)

IBDY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDY shares?

During the previous two years, 21 institutional investors and hedge funds held shares of iShares iBonds Dec 2033 Term Corporate ETF. The most heavily invested institutionals were First Interstate Bank ($53.43M), Arrow Financial Corp ($14.59M), Confluence Investment Management LLC ($7.96M), Janney Montgomery Scott LLC ($7.88M), Parallel Advisors LLC ($4.88M), Sandy Spring Bank ($4.47M), and Archford Capital Strategies LLC ($1.90M).Learn more on iShares iBonds Dec 2033 Term Corporate ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2033 Term Corporate ETF's stock?

Of the 21 institutional investors that purchased iShares iBonds Dec 2033 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Interstate Bank ($1.80M), Arrow Financial Corp ($565.16K), Confluence Investment Management LLC ($324.01K), Janney Montgomery Scott LLC ($289.85K), Parallel Advisors LLC ($110.26K), Flow Traders U.S. LLC ($98.73K), and Archford Capital Strategies LLC ($77.49K).

How much institutional buying is happening at iShares iBonds Dec 2033 Term Corporate ETF?

Institutional investors have bought a total of 1,872,364 shares in the last 24 months. This purchase volume represents approximately $47.51M in transactions.

Which of iShares iBonds Dec 2033 Term Corporate ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds Dec 2033 Term Corporate ETF stock in the last 24 months: JPMorgan Chase & Co. ($45.36K), Parallel Advisors LLC ($20.89K), Confluence Investment Management LLC ($3.86K), Sound Income Strategies LLC ($3.77K), and Arrow Financial Corp ($1.79K).

How much institutional selling is happening at iShares iBonds Dec 2033 Term Corporate ETF?

Institutional investors have sold a total of 75,668 shares in the last 24 months. This volume of shares sold represents approximately $1.91M in transactions.



This page (NYSEARCA:IBDY) was last updated on 7/19/2025 by MarketBeat.com Staff
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