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iShares iBonds 2029 Term High Yield and Income ETF

58 hedge funds and large institutions have $92.7M 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, 28 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$739K
HL
27
HeadInvest LLC
Maine
$639K
IAS
28
Insigneo Advisory Services
Florida
$633K
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$540K
KPWS
30
Kestra Private Wealth Services
Texas
$429K
UBS Group
31
UBS Group
Switzerland
$405K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$338K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$321K
MA
34
Mutual Advisors
Nebraska
$293K
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$286K
WA
36
Waverly Advisors
Alabama
$283K
APW
37
Austin Private Wealth
Texas
$274K
MHIC
38
Marble Harbor Investment Counsel
Massachusetts
$273K
BFS
39
BridgePort Financial Solutions
Iowa
$252K
LT
40
Legacy Trust
Michigan
$251K
OAM
41
Occidental Asset Management
California
$248K
SCA
42
Snowden Capital Advisors
New York
$225K
GRP
43
Global Retirement Partners
California
$217K
MAG
44
M3 Advisory Group
Massachusetts
$203K
APCM
45
Alaska Permanent Capital Management
Alaska
$153K
NA
46
NewEdge Advisors
Louisiana
$85.2K
GI
47
GAMMA Investing
California
$75.4K
Wells Fargo
48
Wells Fargo
California
$57.5K
CTWM
49
Cherry Tree Wealth Management
Minnesota
$52.8K
OCM
50
Orion Capital Management
California
$47.4K