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iShares iBonds 2029 Term High Yield and Income ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
27
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$10.8M +$4.09M +176,133 +61%
KTM
2
Keeler Thomas Management
Utah
$8.26M +$8.26M +355,929 New
Morgan Stanley
3
Morgan Stanley
New York
$7.65M +$2.96M +127,289 +63%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.21M +$273K +11,742 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.1M +$6.87M +295,784 +3,003%
Bank of America
6
Bank of America
North Carolina
$6.7M +$1.44M +61,879 +27%
LFS
7
Littlejohn Financial Services
Oregon
$4.66M +$4.37M +188,257 +1,499%
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$2.79M +$2.74M +117,841 +5,356%
Raymond James Financial
9
Raymond James Financial
Florida
$2.52M +$583K +25,112 +30%
Lido Advisors
10
Lido Advisors
California
$1.81M -$609K -26,236 -25%
SIA
11
Summit Investment Advisors
Maryland
$1.71M +$1.71M +74,210 New
OMC
12
Old Mission Capital
Illinois
$1.29M +$1.29M +55,666 New
IA
13
IFP Advisors
Florida
$1.27M -$64.4K -2,773 -5%
SWM
14
Scissortail Wealth Management
Oklahoma
$1.26M +$1.26M +54,132 New
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.21M +$219K +9,443 +22%
UBS Group
16
UBS Group
Switzerland
$1.21M +$960K +41,365 +390%
SPWM
17
Straight Path Wealth Management
Michigan
$1.2M +$119K +5,139 +11%
WI
18
WrapManager Inc
California
$1.11M +$43.1K +1,858 +4%
LPL Financial
19
LPL Financial
California
$994K +$103K +4,439 +12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$923K -$7.5K -323 -0.8%
BPA
21
Beacon Pointe Advisors
California
$889K +$248K +10,665 +39%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$842K
BlackRock
23
BlackRock
New York
$789K +$395K +16,996 +100%
SPC
24
Sigma Planning Corp
Michigan
$693K +$82.4K +3,548 +14%
HL
25
HeadInvest LLC
Maine
$644K +$87.1K +3,750 +16%