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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$739K -$203K -8,565 -22%
HL
27
HeadInvest LLC
Maine
$639K -$17.8K -750 -3%
IAS
28
Insigneo Advisory Services
Florida
$633K +$633K +26,701 New
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$540K +$72.4K +3,058 +15%
KPWS
30
Kestra Private Wealth Services
Texas
$429K +$203K +8,557 +89%
UBS Group
31
UBS Group
Switzerland
$405K -$826K -34,875 -67%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$338K +$338K +14,285 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$321K +$321K +13,556 New
MA
34
Mutual Advisors
Nebraska
$293K +$49.6K +2,100 +20%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$286K -$63.5K -2,679 -18%
WA
36
Waverly Advisors
Alabama
$283K +$900 +38 +0.3%
APW
37
Austin Private Wealth
Texas
$274K -$1.78K -75 -0.6%
MHIC
38
Marble Harbor Investment Counsel
Massachusetts
$273K -$30.4K -1,284 -10%
BFS
39
BridgePort Financial Solutions
Iowa
$252K -$3.93K -166 -2%
LT
40
Legacy Trust
Michigan
$251K +$11.8K +500 +5%
OAM
41
Occidental Asset Management
California
$248K
SCA
42
Snowden Capital Advisors
New York
$225K
GRP
43
Global Retirement Partners
California
$217K +$217K +9,176 New
MAG
44
M3 Advisory Group
Massachusetts
$203K +$203K +8,558 New
APCM
45
Alaska Permanent Capital Management
Alaska
$153K +$95.1K +4,037 +163%
NA
46
NewEdge Advisors
Louisiana
$85.2K
GI
47
GAMMA Investing
California
$75.4K -$131K -5,534 -63%
Wells Fargo
48
Wells Fargo
California
$57.5K +$55.9K +2,360 +3,576%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$52.8K
OCM
50
Orion Capital Management
California
$47.4K