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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
LT
51
Legacy Trust
Michigan
$268K
APW
52
Austin Private Wealth
Texas
$244K -$4.3K -182 -2%
AAM
53
Ameraudi Asset Management
New York
$227K +$227K +9,609 New
SCA
54
Snowden Capital Advisors
New York
$225K
EIP
55
Ellis Investment Partners
Pennsylvania
$222K +$222K +9,400 New
GRP
56
Global Retirement Partners
California
$219K +$1.09K +46 +0.5%
ME
57
McIlrath & Eck
Washington
$203K +$203K +8,599 New
MAG
58
M3 Advisory Group
Massachusetts
$202K
RWP
59
Reliant Wealth Planning
Kentucky
$199K
APCM
60
Alaska Permanent Capital Management
Alaska
$159K +$3.45K +146 +2%
OCM
61
Orion Capital Management
California
$118K
Osaic Holdings
62
Osaic Holdings
Arizona
$95.7K +$30K +1,269 +46%
CB
63
CNB Bank
Pennsylvania
$84.3K +$84.2K +3,566 New
GI
64
GAMMA Investing
California
$65.1K +$638 +27 +1%
HNW
65
High Note Wealth
Minnesota
$64.6K +$64.6K +2,735 New
CTWM
66
Cherry Tree Wealth Management
Minnesota
$47.7K
BC
67
Barrett & Company
Rhode Island
$45.9K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$21K -$7.89K -334 -27%
BTI
69
Blue Trust Inc
Georgia
$19.5K +$425 +18 +2%
HBW
70
Hazlett, Burt & Watson
West Virginia
$18K +$402 +17 +2%
FFA
71
Farther Finance Advisors
California
$16.5K
BWL
72
Bogart Wealth LLC
Virginia
$15K +$15K +634 New
1L
73
10Elms LLP
Oklahoma
$13K
HPC
74
HM Payson & Co
Maine
$10.5K
HI
75
Harbour Investments
Wisconsin
$1.58K -$11.2K -474 -88%