iShares iBonds 2029 Term High Yield and Income ETF
IBHI
58 hedge funds and large institutions have $91.1M 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, 29 increasing their positions, 14 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
107% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 14
14% more capital invested
Capital invested by funds: $80.2M → $91.1M (+$10.9M)
12% more funds holding
Funds holding: 52 → 58 (+6)
1.22% more ownership
Funds ownership: 50.76% → 51.98% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.35M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.71M |
| 3 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$1.12M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$834K |
| 5 |
CF
Cyr Financial
Hennepin,
Illinois
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$806K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$747K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$266K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
51
Orion Capital Management
Coronado,
California
| $47.4K | – | – | – |
|
|
BC
52
Barrett & Company
Providence,
Rhode Island
| $46.1K | +$44.9K | +1,944 | New |
|
|
PS
53
Principal Securities
Des Moines,
Iowa
| $21.2K | – | – | – |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $21K | -$5.32K | -230 | -20% |
|
|
BTI
55
Blue Trust Inc
Alpharetta,
Georgia
| $18.8K | +$324 | +14 | +2% |
|
|
HI
56
Harbour Investments
Madison,
Wisconsin
| $12.8K | +$300 | +13 | +2% |
|
|
CAM
57
Costello Asset Management
Feasterville,
Pennsylvania
| $9.98K | +$162 | +7 | +2% |
|
|
1L
58
10Elms LLP
Tulsa,
Oklahoma
| $3.58K | – | – | – |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$1.29M | -55,666 | Closed |
|
60
JP Morgan Chase
New York
| – | -$65K | -2,800 | Closed |
|
IBHI Hedge Fund Activity: Q2 2025 in Review
58 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q2 2025, worth a combined $91.1M — up 14% from $80.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBHI positions and 2 closed out — a net gain of 6 holders — while 29 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.35M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.29M sold.
- 58 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q2 2025, up from 52 in Q1 2025.
- Funds reported $91.1M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 8 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $2.35M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q2 2025 was Old Mission Capital, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2025.