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iShares iBonds 2029 Term High Yield and Income ETF

58 hedge funds and large institutions have $92.7M 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, 28 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$12.1M +$1.15M +48,631 +10%
Morgan Stanley
2
Morgan Stanley
New York
$10.2M +$2.41M +101,835 +31%
KTM
3
Keeler Thomas Management
Utah
$9.29M +$855K +36,100 +10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.67M +$317K +13,388 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.25M +$14.2K +601 +0.2%
Bank of America
6
Bank of America
North Carolina
$7.02M +$188K +7,950 +3%
LFS
7
Littlejohn Financial Services
Oregon
$4.95M +$190K +8,026 +4%
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$3.44M +$600K +25,333 +21%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$2.1M +$1.75M +73,874 +497%
SIA
10
Summit Investment Advisors
Maryland
$1.92M +$177K +7,562 +10%
SIAS
11
Summit Investment Advisory Services
Minnesota
$1.83M +$1.83M +77,274 New
Raymond James Financial
12
Raymond James Financial
Florida
$1.81M -$766K -32,331 -30%
Lido Advisors
13
Lido Advisors
California
$1.78M -$70.7K -2,985 -4%
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.64M +$407K +17,167 +33%
SPWM
15
Straight Path Wealth Management
Michigan
$1.45M +$219K +9,236 +18%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$554K +23,376 +64%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.3M +$703K +29,672 +118%
SWM
18
Scissortail Wealth Management
Oklahoma
$1.29M +$10.7K +452 +0.8%
LPL Financial
19
LPL Financial
California
$1.2M +$184K +7,753 +18%
WI
20
WrapManager Inc
California
$1.16M +$31.4K +1,324 +3%
IA
21
IFP Advisors
Florida
$1.02M -$273K -11,521 -21%
BPA
22
Beacon Pointe Advisors
California
$898K -$9K -380 -1%
SPC
23
Sigma Planning Corp
Michigan
$847K +$140K +5,911 +20%
BlackRock
24
BlackRock
New York
$800K -$5.09K -215 -0.6%
CF
25
Cyr Financial
Illinois
$775K +$775K +32,712 New