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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

45 hedge funds and large institutions have $46.6M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 2

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

53% more capital invested

Capital invested by funds: $30.4M → $46.6M (+$16.2M)

50% more funds holding

Funds holding: 30 → 45 (+15)

7.69% more ownership

Funds ownership: 38% → 45.69% (+7.7%)

Holders
45
Holders Change
+15
Holders Change %
+50%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
21
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.56M
2
LIA
LBMC Investment Advisors
Tennessee
+$3.98M
3
Morgan Stanley
Morgan Stanley
New York
+$3.8M
4
IA
IFP Advisors
Florida
+$1.33M
5
Lido Advisors
Lido Advisors
California
+$981K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.95M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.6M
3
Jane Street
Jane Street
New York
-$670K
4
FTUS
Flow Traders U.S.
New York
-$263K
5
GI
GAMMA Investing
California
-$4.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$231K +$233K +9,849 New
KPWS
27
Kestra Private Wealth Services
Texas
$218K +$166 +7 +0.1%
APW
28
Austin Private Wealth
Texas
$211K +$213K +8,995 New
SCA
29
Snowden Capital Advisors
New York
$203K – – –
GI
30
GAMMA Investing
California
$201K -$4.4K -186 -2%
MAG
31
M3 Advisory Group
Massachusetts
$201K – – –
GRP
32
Global Retirement Partners
California
$167K +$23.7K +1,000 +16%
Osaic Holdings
33
Osaic Holdings
Arizona
$101K +$3.93K +166 +4%
NA
34
NewEdge Advisors
Louisiana
$84.3K +$22.3K +943 +36%
JP Morgan Chase
35
JP Morgan Chase
New York
$55.7K -$1.6M -67,503 -97%
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$51.6K +$52K +2,200 New
OCM
37
Orion Capital Management
California
$46.9K +$47.3K +2,000 New
VHAM
38
Van Hulzen Asset Management
California
$22.1K +$22.3K +942 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
PS
40
Principal Securities
Iowa
$21K +$21.2K +895 New
BTI
41
Blue Trust Inc
Georgia
$18.1K +$18.2K +771 New
CTWM
42
Cherry Tree Wealth Management
Minnesota
$14.8K +$14.9K +631 New
HI
43
Harbour Investments
Wisconsin
$12.4K +$12.5K +528 New
CAM
44
Costello Asset Management
Pennsylvania
$9.59K +$213 +9 +2%
1L
45
10Elms LLP
Oklahoma
$3.54K +$3.57K +151 New
OMC
46
Old Mission Capital
Illinois
– -$1.95M -81,419 Closed
Jane Street
47
Jane Street
New York
– -$670K -27,999 Closed
FTUS
48
Flow Traders U.S.
New York
– -$263K -10,975 Closed
1
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IBHI Hedge Fund Activity: Q4 2024 in Review

45 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q4 2024, worth a combined $46.6M — up 53% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBHI positions and 3 closed out — a net gain of 16 holders — while 21 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $4.56M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.95M sold.

  • 45 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $46.6M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q4 2024, up 53% quarter-over-quarter.
  • 19 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q4 2024 and 3 closed out, a net change of +16 holders.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q4 2024 was Cambridge Investment Research Advisors, an estimated $4.56M added.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q4 2024 was Old Mission Capital, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2024.