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iShares iBonds 2029 Term High Yield and Income ETF

58 hedge funds and large institutions have $92.7M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$12.1M 511,879 +48,631 +10%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M 431,319 +101,835 +31%
KTM
3
Keeler Thomas Management
Utah
$9.29M 392,029 +36,100 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.67M 323,834 +13,388 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.25M 306,234 +601 +0.2%
Bank of America
6
Bank of America
North Carolina
$7.02M 296,464 +7,950 +3%
LFS
7
Littlejohn Financial Services
Oregon
$4.95M 208,841 +8,026 +4%
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$3.44M 145,374 +25,333 +21%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$2.1M 88,737 +73,874 +497%
SIA
10
Summit Investment Advisors
Maryland
$1.92M 81,772 +7,562 +10%
SIAS
11
Summit Investment Advisory Services
Minnesota
$1.83M 77,274 +77,274 New
Raymond James Financial
12
Raymond James Financial
Florida
$1.81M 76,370 -32,331 -30%
Lido Advisors
13
Lido Advisors
California
$1.78M 75,084 -2,985 -4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.64M 69,142 +17,167 +33%
SPWM
15
Straight Path Wealth Management
Michigan
$1.45M 61,063 +9,236 +18%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.41M 59,623 +23,376 +64%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.3M 54,782 +29,672 +118%
SWM
18
Scissortail Wealth Management
Oklahoma
$1.29M 54,584 +452 +0.8%
LPL Financial
19
LPL Financial
California
$1.2M 50,551 +7,753 +18%
WI
20
WrapManager Inc
California
$1.16M 49,053 +1,324 +3%
IA
21
IFP Advisors
Florida
$1.02M 43,189 -11,521 -21%
BPA
22
Beacon Pointe Advisors
California
$898K 37,894 -380 -1%
SPC
23
Sigma Planning Corp
Michigan
$847K 35,740 +5,911 +20%
BlackRock
24
BlackRock
New York
$800K 33,778 -215 -0.6%
CF
25
Cyr Financial
Illinois
$775K 32,712 +32,712 New