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iShares iBonds 2029 Term High Yield and Income ETF

64 hedge funds and large institutions have $173M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.7M
LIA
2
LBMC Investment Advisors
Tennessee
$22.5M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.6M
NA
4
NewEdge Advisors
Louisiana
$17.9M
KTM
5
Keeler Thomas Management
Utah
$9.5M
Bank of America
6
Bank of America
North Carolina
$7.9M
CFS
7
Commonwealth Financial Services
West Virginia
$7.49M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.32M
LFS
9
Littlejohn Financial Services
Oregon
$5.6M
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$5.22M
LPL Financial
11
LPL Financial
California
$5.09M
SWP
12
Stratos Wealth Partners
Ohio
$4.36M
BCPWM
13
Bradley & Co Private Wealth Management
Florida
$3.47M
SPWM
14
Straight Path Wealth Management
Michigan
$1.85M
Lido Advisors
15
Lido Advisors
California
$1.79M
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.77M
Raymond James Financial
17
Raymond James Financial
Florida
$1.77M
Wells Fargo
18
Wells Fargo
California
$1.5M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.38M
IF
20
Ironwood Financial
Arizona
$1.33M
SWM
21
Scissortail Wealth Management
Oklahoma
$1.31M
SPC
22
Sigma Planning Corp
Michigan
$1.06M
WI
23
WrapManager Inc
California
$1.01M
BPA
24
Beacon Pointe Advisors
California
$983K
CF
25
Cyr Financial
Illinois
$923K