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iShares iBonds 2029 Term High Yield and Income ETF

90 hedge funds and large institutions have $237M 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, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
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
$34.2M
Morgan Stanley
2
Morgan Stanley
New York
$32.6M
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$25.4M
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$15.2M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12.5M
TF
6
Threadgill Financial
Texas
$11.3M
SWM
7
Scissortail Wealth Management
Oklahoma
$11.3M
Bank of America
8
Bank of America
North Carolina
$9.64M
LPL Financial
9
LPL Financial
California
$8.61M
CFS
10
Commonwealth Financial Services
West Virginia
$8.2M
LFS
11
Littlejohn Financial Services
Oregon
$5.87M
DWA
12
Delta Wealth Advisors
Indiana
$5.09M
SWP
13
Stratos Wealth Partners
Ohio
$4.9M
BCPWM
14
Bradley & Co Private Wealth Management
Florida
$3.37M
Raymond James Financial
15
Raymond James Financial
Florida
$3.36M
Wells Fargo
16
Wells Fargo
California
$2.95M
KTM
17
Keeler Thomas Management
Utah
$2.75M
SPWM
18
Straight Path Wealth Management
Michigan
$2.71M
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.53M
IF
20
Ironwood Financial
Arizona
$2.42M
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.35M
SPC
22
Sigma Planning Corp
Michigan
$1.8M
PIM
23
Penobscot Investment Management
Massachusetts
$1.68M
Lido Advisors
24
Lido Advisors
California
$1.58M
BlackRock
25
BlackRock
New York
$1.57M