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iShares iBonds 2029 Term High Yield and Income ETF

91 hedge funds and large institutions have $257M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

21% more funds holding

Funds holding: 7591 (+16)

15% more capital invested

Capital invested by funds: $223M → $257M (+$34.1M)

1.13% less ownership

Funds ownership: 67.2%66.07% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
23
Increased
41
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
76
CNB Bank
Pennsylvania
$82.7K -$376 -16 -0.4%
NF
77
Napier Financial
Massachusetts
$51.7K +$52.2K +2,222 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$48.6K +$49K +2,086 New
CTWM
79
Cherry Tree Wealth Management
Minnesota
$47K
BC
80
Barrett & Company
Rhode Island
$45.3K
GSWM
81
Golden State Wealth Management
California
$35.1K +$35.5K +1,508 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$21.9K +$22.1K +941 New
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$21K
BTI
84
Blue Trust Inc
Georgia
$19.4K +$212 +9 +1%
HBW
85
Hazlett, Burt & Watson
West Virginia
$18K +$212 +9 +1%
GSEP
86
Golden State Equity Partners
California
$17.5K +$17.6K +750 New
FFA
87
Farther Finance Advisors
California
$16.2K
BWL
88
Bogart Wealth LLC
Virginia
$14.8K
1L
89
10Elms LLP
Oklahoma
$12.8K
HPC
90
HM Payson & Co
Maine
$10.4K
HI
91
Harbour Investments
Wisconsin
$1.56K
BFS
92
BridgePort Financial Solutions
Iowa
-$389K -16,441 Closed
HGA
93
Hobbs Group Advisors
South Carolina
-$383K -16,202 Closed
SWM
94
Spire Wealth Management
Virginia
-$297K -12,548 Closed
MAG
95
M3 Advisory Group
Massachusetts
-$202K -8,558 Closed
RWP
96
Reliant Wealth Planning
Kentucky
-$199K -8,431 Closed