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iShares iBonds 2029 Term High Yield and Income ETF

65 hedge funds and large institutions have $174M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

91% more capital invested

Capital invested by funds: $91.1M → $174M (+$82.5M)

12% more funds holding

Funds holding: 5865 (+7)

11.87% more ownership

Funds ownership: 51.98%63.85% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
38
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Cyr Financial
Illinois
$923K +$142K +5,995 +18%
BlackRock
27
BlackRock
New York
$806K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$763K +$18.8K +794 +3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$737K +$192K +8,124 +36%
IAS
30
Insigneo Advisory Services
Florida
$698K +$60.2K +2,546 +10%
HL
31
HeadInvest LLC
Maine
$643K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$557K +$215K +9,087 +64%
KPWS
33
Kestra Private Wealth Services
Texas
$513K +$79.8K +3,376 +19%
UBS Group
34
UBS Group
Switzerland
$502K +$93.3K +3,946 +23%
FCH
35
Freestone Capital Holdings
Washington
$457K +$453K +19,148 New
MA
36
Mutual Advisors
Nebraska
$452K +$157K +6,656 +54%
BFS
37
BridgePort Financial Solutions
Iowa
$395K +$140K +5,930 +56%
Jane Street
38
Jane Street
New York
$315K +$313K +13,227 New
HSG
39
Helen Stephens Group
Texas
$298K +$295K +12,492 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$298K +$9.79K +414 +3%
WA
41
Waverly Advisors
Alabama
$288K +$3.07K +130 +1%
LT
42
Legacy Trust
Michigan
$270K +$17.7K +750 +7%
OAM
43
Occidental Asset Management
California
$266K +$16.3K +690 +7%
APW
44
Austin Private Wealth
Texas
$251K -$25.5K -1,079 -9%
T
45
Tableaux
Massachusetts
$235K +$22.5K +952 +11%
SCA
46
Snowden Capital Advisors
New York
$227K
GRP
47
Global Retirement Partners
California
$220K +$828 +35 +0.4%
MAG
48
M3 Advisory Group
Massachusetts
$204K
RWP
49
Reliant Wealth Planning
Kentucky
$201K +$199K +8,431 New
APCM
50
Alaska Permanent Capital Management
Alaska
$157K +$2.65K +112 +2%