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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
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.12M
FAL
27
Focused Alpha LLC
Colorado
$886K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$882K
CF
29
Cyr Financial
Illinois
$872K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$846K
WI
31
WrapManager Inc
California
$827K
TF
32
Threadgill Financial
Texas
$705K
IAS
33
Insigneo Advisory Services
Florida
$691K
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$684K
HL
35
HeadInvest LLC
Maine
$637K
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$631K
KPWS
37
Kestra Private Wealth Services
Texas
$567K
IA
38
IFP Advisors
Florida
$485K
FCH
39
Freestone Capital Holdings
Washington
$485K
MA
40
Mutual Advisors
Nebraska
$450K
HSG
41
Helen Stephens Group
Texas
$410K
BFS
42
BridgePort Financial Solutions
Iowa
$389K
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$383K
HGA
44
Hobbs Group Advisors
South Carolina
$383K
RSEWM
45
River's Edge Wealth Management
Pennsylvania
$369K
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$330K
PIM
47
Penobscot Investment Management
Massachusetts
$318K
OAM
48
Occidental Asset Management
California
$315K
SWM
49
Spire Wealth Management
Virginia
$297K
WA
50
Waverly Advisors
Alabama
$290K