iShares iBonds 2029 Term High Yield and Income ETF
IBHI
59 hedge funds and large institutions have $91.5M 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, 30 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
114% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 14
14% more capital invested
Capital invested by funds: $80.6M → $91.5M (+$11M)
11% more funds holding
Funds holding: 53 → 59 (+6)
2.31% more ownership
Funds ownership: 51.01% → 53.31% (+2.3%)
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 |
IBHI Hedge Fund Activity: Q2 2025 in Review
59 of the 7,616 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 $91.5M — up 14% from $80.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBHI positions and 2 closed out — a net gain of 6 holders — while 30 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.
- 59 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q2 2025, up from 53 in Q1 2025.
- Funds reported $91.5M 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.