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iShares iBonds 2029 Term High Yield and Income ETF

91 hedge funds and large institutions have $257M invested in iShares iBonds 2029 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

21% more funds holding

Funds holding: 7591 (+16)

15% more capital invested

Capital invested by funds: $223M → $257M (+$34.1M)

1.13% less ownership

Funds ownership: 67.2%66.07% (-1.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
+16
Holders Change %
+21.33%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
23
Increased
41
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$34.2M +$2.73M +116,195 +9%
Morgan Stanley
2
Morgan Stanley
New York
$32.6M +$2.25M +95,908 +7%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.4M +$515K +21,890 +2%
NA
4
NewEdge Advisors
Louisiana
$19.9M -$670K -28,505 -3%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$15.2M +$3.52M +149,658 +30%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.5M -$996K -42,342 -7%
TF
7
Threadgill Financial
Texas
$11.3M +$11.2M +477,109 +5,284%
SWM
8
Scissortail Wealth Management
Oklahoma
$11.3M +$10M +425,782 +715%
Bank of America
9
Bank of America
North Carolina
$9.64M -$519K -22,083 -5%
LPL Financial
10
LPL Financial
California
$8.61M +$2.27M +96,468 +35%
CFS
11
Commonwealth Financial Services
West Virginia
$8.2M +$545K +23,163 +7%
LFS
12
Littlejohn Financial Services
Oregon
$5.87M +$150K +6,399 +3%
DWA
13
Delta Wealth Advisors
Indiana
$5.09M +$1.42M +60,256 +38%
SWP
14
Stratos Wealth Partners
Ohio
$4.9M +$498K +21,163 +11%
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$3.37M
Raymond James Financial
16
Raymond James Financial
Florida
$3.36M +$1.23M +52,493 +57%
Wells Fargo
17
Wells Fargo
California
$2.95M +$843K +35,874 +40%
KTM
18
Keeler Thomas Management
Utah
$2.75M -$6.61M -281,232 -70%
SPWM
19
Straight Path Wealth Management
Michigan
$2.71M +$154K +6,550 +6%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.53M +$1.92M +81,763 +306%
IF
21
Ironwood Financial
Arizona
$2.42M +$360K +15,317 +17%
IWC
22
Integrated Wealth Concepts
Massachusetts
$2.35M +$317K +13,480 +15%
SPC
23
Sigma Planning Corp
Michigan
$1.8M +$483K +20,535 +36%
PIM
24
Penobscot Investment Management
Massachusetts
$1.68M +$1.38M +58,885 +438%
Lido Advisors
25
Lido Advisors
California
$1.58M -$165K -7,024 -9%