iShares iBonds 2029 Term High Yield and Income ETF
IBHI
52 hedge funds and large institutions have $80.2M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
72% more capital invested
Capital invested by funds: $46.6M → $80.2M (+$33.5M)
16% more funds holding
Funds holding: 45 → 52 (+7)
5.07% more ownership
Funds ownership: 45.69% → 50.76% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$8.38M |
| 2 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$6.96M |
| 3 |
LFS
Littlejohn Financial Services
Roseburg,
Oregon
|
+$4.43M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$4.15M |
| 5 |
Morgan Stanley
New York
|
+$3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.15M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$618K |
| 3 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$298K |
| 4 |
MAG
M3 Advisory Group
Needham Heights,
Massachusetts
|
-$201K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$65.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
51
Costello Asset Management
Feasterville,
Pennsylvania
| $9.61K | +$118 | +5 | +1% |
|
|
1L
52
10Elms LLP
Tulsa,
Oklahoma
| $3.51K | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $1.53K | +$1.55K | +66 | New |
|
|
MAG
54
M3 Advisory Group
Needham Heights,
Massachusetts
| – | -$201K | -8,558 | Closed |
|
|
VHAM
55
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$22.1K | -942 | Closed |
|
IBHI Hedge Fund Activity: Q1 2025 in Review
52 of the 7,464 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q1 2025, worth a combined $80.2M — up 72% from $46.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IBHI positions and 2 closed out — a net gain of 8 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Keeler Thomas Management, opening a new position worth an estimated $8.38M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.15M.
- 52 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q1 2025, up from 45 in Q4 2024.
- Funds reported $80.2M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q1 2025, up 72% quarter-over-quarter.
- 10 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q1 2025 and 2 closed out, a net change of +8 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q1 2025 was Keeler Thomas Management, an estimated $8.38M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $4.15M sold.
Based on aggregated 13F filings for Q1 2025.