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iShares iBonds 2029 Term High Yield and Income ETF

75 hedge funds and large institutions have $223M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $174M → $223M (+$49.2M)

15% more funds holding

Funds holding: 6575 (+10)

3.35% more ownership

Funds ownership: 63.85%67.2% (+3.3%)

Holders
75
Holders Change
+10
Holders Change %
+15.38%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
37
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$31.9M +$9.63M +407,675 +43%
Morgan Stanley
2
Morgan Stanley
New York
$30.9M +$1.42M +60,056 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.3M +$5.86M +248,265 +30%
NA
4
NewEdge Advisors
Louisiana
$20.9M +$3.2M +135,322 +18%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.6M +$6.38M +270,103 +88%
BWFA
6
Baltimore-Washington Financial Advisors
Maryland
$11.9M +$6.71M +283,979 +130%
Bank of America
7
Bank of America
North Carolina
$10.3M +$2.47M +104,755 +32%
KTM
8
Keeler Thomas Management
Utah
$9.44M +$31.1K +1,315 +0.3%
CFS
9
Commonwealth Financial Services
West Virginia
$7.77M +$349K +14,765 +5%
LPL Financial
10
LPL Financial
California
$6.45M +$1.41M +59,845 +28%
LFS
11
Littlejohn Financial Services
Oregon
$5.8M +$252K +10,675 +5%
SWP
12
Stratos Wealth Partners
Ohio
$4.47M +$151K +6,406 +4%
DWA
13
Delta Wealth Advisors
Indiana
$3.74M +$3.74M +158,152 New
BCPWM
14
Bradley & Co Private Wealth Management
Florida
$3.42M -$10.2K -432 -0.3%
SPWM
15
Straight Path Wealth Management
Michigan
$2.6M +$771K +32,627 +42%
Raymond James Financial
16
Raymond James Financial
Florida
$2.17M +$414K +17,514 +24%
Wells Fargo
17
Wells Fargo
California
$2.14M +$658K +27,837 +44%
IF
18
Ironwood Financial
Arizona
$2.1M +$778K +32,928 +59%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.06M +$306K +12,955 +17%
UBS Group
20
UBS Group
Switzerland
$1.89M +$1.39M +58,915 +280%
Lido Advisors
21
Lido Advisors
California
$1.79M
SWM
22
Scissortail Wealth Management
Oklahoma
$1.41M +$107K +4,521 +8%
SPC
23
Sigma Planning Corp
Michigan
$1.34M +$295K +12,505 +28%
BlackRock
24
BlackRock
New York
$1.2M +$399K +16,888 +50%
BPA
25
Beacon Pointe Advisors
California
$1.15M +$175K +7,414 +18%