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iShares iBonds 2029 Term High Yield and Income ETF

91 hedge funds and large institutions have $257M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$34.2M
Morgan Stanley
2
Morgan Stanley
New York
$32.6M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.4M
NA
4
NewEdge Advisors
Louisiana
$19.9M
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$15.2M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M
TF
7
Threadgill Financial
Texas
$11.3M
SWM
8
Scissortail Wealth Management
Oklahoma
$11.3M
Bank of America
9
Bank of America
North Carolina
$9.64M
LPL Financial
10
LPL Financial
California
$8.61M
CFS
11
Commonwealth Financial Services
West Virginia
$8.2M
LFS
12
Littlejohn Financial Services
Oregon
$5.87M
DWA
13
Delta Wealth Advisors
Indiana
$5.09M
SWP
14
Stratos Wealth Partners
Ohio
$4.9M
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$3.37M
Raymond James Financial
16
Raymond James Financial
Florida
$3.36M
Wells Fargo
17
Wells Fargo
California
$2.95M
KTM
18
Keeler Thomas Management
Utah
$2.75M
SPWM
19
Straight Path Wealth Management
Michigan
$2.71M
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.53M
IF
21
Ironwood Financial
Arizona
$2.42M
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.35M
SPC
23
Sigma Planning Corp
Michigan
$1.8M
PIM
24
Penobscot Investment Management
Massachusetts
$1.68M
Lido Advisors
25
Lido Advisors
California
$1.58M