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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

Overview Fund Activity

30 hedge funds and large institutions have $30.4M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$7.08M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.67M
3
LIA
LBMC Investment Advisors
Tennessee
$2.84M
4
BPA
Beacon Pointe Advisors
California
$539K
5
Lido Advisors
Lido Advisors
California
$1.5M

Top Sellers

1
Jane Street
Jane Street
New York
$670K
2
BWP
BSW Wealth Partners
Colorado
$0
3
OMC
Old Mission Capital
Illinois
$1.95M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$772K
5
DP
Denver PWM
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$99.3K +$34.4K +1,436 +53%
NA
27
NewEdge Advisors
Louisiana
$63.4K +$63.1K +2,637 +17,580%
IA
28
IFP Advisors
Florida
$29.9K +$478 +20 +2%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
CAM
30
Costello Asset Management
Pennsylvania
$9.57K +$9.57K +400 New
BWP
31
BSW Wealth Partners
Colorado
– -$200K -8,647 Closed
DP
32
Denver PWM
Colorado
– -$2.31K -100 Closed
1
2