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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
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
LIA
1
LBMC Investment Advisors
Tennessee
$12.1M
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
KTM
3
Keeler Thomas Management
Utah
$9.29M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.67M
CFS
5
Commonwealth Financial Services
West Virginia
$7.25M
Bank of America
6
Bank of America
North Carolina
$7.02M
LFS
7
Littlejohn Financial Services
Oregon
$4.95M
BCPWM
8
Bradley & Co Private Wealth Management
Florida
$3.44M
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$2.1M
SIA
10
Summit Investment Advisors
Maryland
$1.92M
SIAS
11
Summit Investment Advisory Services
Minnesota
$1.83M
Raymond James Financial
12
Raymond James Financial
Florida
$1.81M
Lido Advisors
13
Lido Advisors
California
$1.78M
IWC
14
Integrated Wealth Concepts
Massachusetts
$1.64M
SPWM
15
Straight Path Wealth Management
Michigan
$1.45M
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.41M
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.3M
SWM
18
Scissortail Wealth Management
Oklahoma
$1.29M
LPL Financial
19
LPL Financial
California
$1.2M
WI
20
WrapManager Inc
California
$1.16M
IA
21
IFP Advisors
Florida
$1.02M
BPA
22
Beacon Pointe Advisors
California
$898K
SPC
23
Sigma Planning Corp
Michigan
$847K
BlackRock
24
BlackRock
New York
$800K
CF
25
Cyr Financial
Illinois
$775K