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iShares iBonds 2029 Term High Yield and Income ETF

75 hedge funds and large institutions have $223M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $174M → $223M (+$49.2M)

15% more funds holding

Funds holding: 6575 (+10)

3.35% more ownership

Funds ownership: 63.85%67.2% (+3.3%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
37
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.12M -$245K -10,392 -18%
FAL
27
Focused Alpha LLC
Colorado
$886K +$885K +37,475 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$882K +$126K +5,329 +17%
CF
29
Cyr Financial
Illinois
$872K -$43.1K -1,824 -5%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$846K +$116K +4,907 +16%
WI
31
WrapManager Inc
California
$827K -$178K -7,521 -18%
TF
32
Threadgill Financial
Texas
$705K +$213K +9,030 New
IAS
33
Insigneo Advisory Services
Florida
$691K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$684K +$684K +28,939 New
HL
35
HeadInvest LLC
Maine
$637K
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$631K +$78.6K +3,326 +14%
KPWS
37
Kestra Private Wealth Services
Texas
$567K +$59.2K +2,505 +12%
IA
38
IFP Advisors
Florida
$485K -$489K -20,690 -50%
FCH
39
Freestone Capital Holdings
Washington
$485K +$32.4K +1,371 +7%
MA
40
Mutual Advisors
Nebraska
$450K
HSG
41
Helen Stephens Group
Texas
$410K +$115K +4,861 +39%
BFS
42
BridgePort Financial Solutions
Iowa
$389K -$3.05K -129 -0.8%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$383K +$88.6K +3,750 +30%
HGA
44
Hobbs Group Advisors
South Carolina
$383K +$383K +16,202 New
RSEWM
45
River's Edge Wealth Management
Pennsylvania
$369K +$369K +15,637 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$330K +$329K +13,923 New
PIM
47
Penobscot Investment Management
Massachusetts
$318K +$318K +13,450 New
OAM
48
Occidental Asset Management
California
$315K +$50.8K +2,150 +19%
SWM
49
Spire Wealth Management
Virginia
$297K +$296K +12,548 New
WA
50
Waverly Advisors
Alabama
$290K +$4.65K +197 +2%