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iShares iBonds 2029 Term High Yield and Income ETF

65 hedge funds and large institutions have $174M 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, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 8

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

91% more capital invested

Capital invested by funds: $91.1M → $174M (+$82.5M)

12% more funds holding

Funds holding: 5865 (+7)

11.87% more ownership

Funds ownership: 51.98%63.85% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
38
Reduced
8
Closed
3
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 +$19.3M +814,837 +189%
LIA
2
LBMC Investment Advisors
Tennessee
$22.5M +$10.2M +432,027 +84%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$18M +763,050 +1,280%
NA
4
NewEdge Advisors
Louisiana
$17.9M +$17.6M +744,858 +20,719%
KTM
5
Keeler Thomas Management
Utah
$9.5M +$145K +6,132 +2%
Bank of America
6
Bank of America
North Carolina
$7.9M +$825K +34,871 +12%
CFS
7
Commonwealth Financial Services
West Virginia
$7.49M +$185K +7,814 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$7.32M -$396K -16,733 -5%
LFS
9
Littlejohn Financial Services
Oregon
$5.6M +$616K +26,043 +12%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$5.22M +$3.07M +129,940 +146%
LPL Financial
11
LPL Financial
California
$5.09M +$3.85M +162,730 +322%
SWP
12
Stratos Wealth Partners
Ohio
$4.36M +$4.32M +182,827 New
BCPWM
13
Bradley & Co Private Wealth Management
Florida
$3.47M
SPWM
14
Straight Path Wealth Management
Michigan
$1.85M +$386K +16,308 +27%
Lido Advisors
15
Lido Advisors
California
$1.79M -$4.49K -190 -0.3%
IWC
16
Integrated Wealth Concepts
Massachusetts
$1.77M +$123K +5,200 +8%
Raymond James Financial
17
Raymond James Financial
Florida
$1.77M -$49.3K -2,084 -3%
Wells Fargo
18
Wells Fargo
California
$1.5M +$1.43M +60,411 +2,490%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.38M +$74.2K +3,139 +6%
IF
20
Ironwood Financial
Arizona
$1.33M +$1.32M +55,700 New
SWM
21
Scissortail Wealth Management
Oklahoma
$1.31M +$11.4K +484 +0.9%
SPC
22
Sigma Planning Corp
Michigan
$1.06M +$203K +8,577 +24%
WI
23
WrapManager Inc
California
$1.01M -$155K -6,534 -13%
IA
24
IFP Advisors
Florida
$983K -$46.8K -1,980 -5%
BPA
25
Beacon Pointe Advisors
California
$983K +$78.2K +3,308 +9%