iShares iBonds 2029 Term High Yield and Income ETF
IBHI
66 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, 39 increasing their positions, 8 reducing their positions, and 3 closing their positions.
6,412% more capital inflows, than outflows
Capital inflows: $84.4M | Capital outflows: $1.3M
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
12% more funds holding
Funds holding: 59 → 66 (+7)
10.71% more ownership
Funds ownership: 53.31% → 64.03% (+11%)
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
|
+$19.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$17.6M |
| 4 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
+$10.2M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$4.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$396K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$321K |
| 3 |
MHIC
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
-$273K |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$155K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$49.3K |
IBHI Hedge Fund Activity: Q3 2025 in Review
66 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2029 Term High Yield and Income ETF (IBHI) for Q3 2025, worth a combined $174M — up 90% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBHI positions and 3 closed out — a net gain of 8 holders — while 39 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.3M. The largest seller was Commonwealth Equity Services, cutting an estimated $396K.
- 66 institutional investors held iShares iBonds 2029 Term High Yield and Income ETF (IBHI) as of Q3 2025, up from 59 in Q2 2025.
- Funds reported $174M of iShares iBonds 2029 Term High Yield and Income ETF stock for Q3 2025, up 90% quarter-over-quarter.
- 11 funds opened new iShares iBonds 2029 Term High Yield and Income ETF positions in Q3 2025 and 3 closed out, a net change of +8 holders.
- The largest iShares iBonds 2029 Term High Yield and Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $19.3M added.
- The largest iShares iBonds 2029 Term High Yield and Income ETF seller in Q3 2025 was Commonwealth Equity Services, an estimated $396K sold.
Based on aggregated 13F filings for Q3 2025.