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iShares iBonds 2029 Term High Yield and Income ETF

52 hedge funds and large institutions have $80.2M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
27
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$583K -$4.09M -176,075 -88%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$458K +$77.3K +3,330 +20%
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$345K +$345K +14,863 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$342K
MHIC
30
Marble Harbor Investment Counsel
Massachusetts
$298K -$294K -12,676 -50%
WA
31
Waverly Advisors
Alabama
$277K +$277K +11,916 New
APW
32
Austin Private Wealth
Texas
$271K +$61.9K +2,667 +30%
BFS
33
BridgePort Financial Solutions
Iowa
$251K
OAM
34
Occidental Asset Management
California
$243K +$243K +10,481 New
MA
35
Mutual Advisors
Nebraska
$238K
LT
36
Legacy Trust
Michigan
$234K +$234K +10,089 New
KPWS
37
Kestra Private Wealth Services
Texas
$222K +$5.99K +258 +3%
SCA
38
Snowden Capital Advisors
New York
$221K +$19.6K +844 +10%
GI
39
GAMMA Investing
California
$202K +$3.44K +148 +2%
NA
40
NewEdge Advisors
Louisiana
$83.5K
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$65K +$9.87K +425 +18%
APCM
42
Alaska Permanent Capital Management
Alaska
$57.3K +$57.3K +2,473 New
Osaic Holdings
43
Osaic Holdings
Arizona
$53.4K -$46.9K -2,019 -47%
CTWM
44
Cherry Tree Wealth Management
Minnesota
$51.7K +$37.1K +1,597 +253%
OCM
45
Orion Capital Management
California
$46.4K
HNB
46
Huntington National Bank
Ohio
$33.4K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$26K +$5.28K +230 +25%
PS
48
Principal Securities
Iowa
$21K
BTI
49
Blue Trust Inc
Georgia
$18.1K +$209 +9 +1%
HI
50
Harbour Investments
Wisconsin
$12.3K