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iShares iBonds 2029 Term High Yield and Income ETF
IBHI

58 hedge funds and large institutions have $91.1M 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, 29 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

14% more capital invested

Capital invested by funds: $80.2M → $91.1M (+$10.9M)

12% more funds holding

Funds holding: 52 → 58 (+6)

1.22% more ownership

Funds ownership: 50.76% → 51.98% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.35M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$1.71M
3
LIA
LBMC Investment Advisors
Tennessee
+$1.12M
4
KTM
Keeler Thomas Management
Utah
+$834K
5
CF
Cyr Financial
Illinois
+$756K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$1.29M
2
UBS Group
UBS Group
Switzerland
-$806K
3
Raymond James Financial
Raymond James Financial
Florida
-$747K
4
IA
IFP Advisors
Florida
-$266K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
HL
26
HeadInvest LLC
Maine
$639K -$17.3K -750 -3%
IAS
27
Insigneo Advisory Services
Florida
$633K +$617K +26,701 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$540K +$70.7K +3,058 +15%
KPWS
29
Kestra Private Wealth Services
Texas
$429K +$198K +8,557 +89%
UBS Group
30
UBS Group
Switzerland
$405K -$806K -34,875 -67%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$338K +$330K +14,285 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$321K +$313K +13,556 New
MA
33
Mutual Advisors
Nebraska
$293K +$48.5K +2,100 +20%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$286K -$61.9K -2,679 -18%
WA
35
Waverly Advisors
Alabama
$283K +$878 +38 +0.3%
APW
36
Austin Private Wealth
Texas
$274K -$1.73K -75 -0.6%
MHIC
37
Marble Harbor Investment Counsel
Massachusetts
$273K -$29.7K -1,284 -10%
BFS
38
BridgePort Financial Solutions
Iowa
$252K -$3.84K -166 -2%
LT
39
Legacy Trust
Michigan
$251K +$11.6K +500 +5%
OAM
40
Occidental Asset Management
California
$248K – – –
SCA
41
Snowden Capital Advisors
New York
$225K – – –
GRP
42
Global Retirement Partners
California
$217K +$212K +9,176 New
T
43
Tableaux
Massachusetts
$211K +$206K +8,898 New
MAG
44
M3 Advisory Group
Massachusetts
$203K +$198K +8,558 New
APCM
45
Alaska Permanent Capital Management
Alaska
$153K +$93.3K +4,037 +163%
NA
46
NewEdge Advisors
Louisiana
$85.2K – – –
GI
47
GAMMA Investing
California
$75.4K -$128K -5,534 -63%
Osaic Holdings
48
Osaic Holdings
Arizona
$62.1K +$7.44K +322 +14%
Wells Fargo
49
Wells Fargo
California
$57.5K +$54.5K +2,360 +3,576%
CTWM
50
Cherry Tree Wealth Management
Minnesota
$52.8K – – –
1
2
3

IBHI Hedge Fund Activity: Q2 2025 in Review

58 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q2 2025, worth a combined $91.1M — up 14% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IBHI positions and 2 closed out — a net gain of 6 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.35M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.29M sold.

  • 58 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $91.1M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 8 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $2.35M added.
  • The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q2 2025 was Old Mission Capital, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2025.