iShares iBonds 2029 Term High Yield and Income
IBHI • BATS
iShares iBonds 2029 Term High Yield and Income is an exchange-traded fund on BATS. As of Q3 2025, 65 institutional investors hold shares in this ETF, with total holdings valued at $173.6M. MORGAN STANLEY is the largest holder with a position valued at $29.7M.
Overview
Overview of institutional ownership in IBHI as of Q3 2025
All Institutions
- Institutions
- 65
- Value Held
- $173.6M
- Shares Held
- 7.3M
- Avg Position
- $2.7M
- Median Position
- $512.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in IBHI as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $29.7M 0.00% of portfolio |
 LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | $22.5M 1.44% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $19.6M 0.01% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | $17.9M 0.08% of portfolio |
 Keeler THomas Management LLC RIA/Wealth | $9.5M 4.13% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $7.9M 0.00% of portfolio |
 Commonwealth Financial Services, LLC RIA/Wealth | $7.5M 1.30% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $7.3M 0.01% of portfolio |
 LITTLEJOHN FINANCIAL SERVICES, INC. RIA/Wealth | $5.6M 4.08% of portfolio |
$5.2M 0.22% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBHI in Q3 2025
- Traded
- +$82.2M
- Buyers
- 49
- Sellers
- 12
- Total Bought
- +$85.3M
- Total Sold
- −$3.1M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$19.4M +814.8K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$18.2M +763.1K shares |
Goss Wealth Management LLC RIA/Wealth | +$17.8M +744.9K shares |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | +$10.3M +432.0K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | +$4.4M +182.8K shares |
L LPL Financial LLC Institution | +$3.9M +162.7K shares |
+$3.1M +129.9K shares | |
 WELLS FARGO & COMPANY/MN Institution | +$1.4M +60.4K shares |
 Ironwood Wealth Management, llc RIA/Wealth | +$1.3M +55.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$831.7K +34.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Summit Investment Advisory Services, LLC RIA/Wealth | −$1.8M −77.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$399.1K −16.7K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$321.1K −13.6K shares |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | −$273.4K −11.5K shares |
 WRAPMANAGER INC RIA/Wealth | −$155.8K −6.5K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$49.7K −2.1K shares |
 IFP Advisors, Inc RIA/Wealth | −$47.0K −2.0K shares |
 Austin Private Wealth, LLC RIA/Wealth | −$25.7K −1.1K shares |
 GAMMA Investing LLC Long Only Manager | −$10.9K −456.0 shares |
C Costello Asset Management, INC RIA/Wealth | −$10.0K −421.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBHI in Q3 2025
- New Positions
- 11
- New Value
- $7.0M
- Exited Positions
- 4
- Exited Value
- $2.4M
New Positions
| Institution | Position Value |
|---|---|
Stratos Wealth Partners, LTD. RIA/Wealth | $4.4M 182.8K shares |
Ironwood Wealth Management, llc RIA/Wealth | $1.3M 55.7K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $456.7K 19.1K shares |
H Helen Stephens Group, LLC Institution | $297.9K 12.5K shares |
T TABLEAUX LLC Institution | $234.9K 9.9K shares |
 Reliant Wealth Planning RIA/Wealth | $201.1K 8.4K shares |
A Advisory Services Network, LLC RIA/Wealth | $51.2K 2.1K shares |
H HAZLETT, BURT & WATSON, INC. Institution | $17.6K 739.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | $16.7K 699.0 shares |
 HM PAYSON & CO RIA/Wealth | $10.6K 446.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Summit Investment Advisory Services, LLC RIA/Wealth | $1.8M 77.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $321.1K 13.6K shares |
Marble Harbor Investment Counsel, LLC RIA/Wealth | $273.4K 11.5K shares |
C Costello Asset Management, INC RIA/Wealth | $10.0K 421.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBHI as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBHI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Keeler THomas Management LLC RIA/Wealth | 4.13% $9.5M |
LITTLEJOHN FINANCIAL SERVICES, INC. RIA/Wealth | 4.08% $5.6M |
B | 1.92% $3.5M |
LBMC INVESTMENT ADVISORS, LLC RIA/Wealth | 1.44% $22.5M |
Commonwealth Financial Services, LLC RIA/Wealth | 1.30% $7.5M |
C Cyr Financial Inc. RIA/Wealth | 0.64% $923.2K |
 Straight Path Wealth Management RIA/Wealth | 0.52% $1.8M |
WRAPMANAGER INC RIA/Wealth | 0.31% $1.0M |
S Scissortail Wealth Management, LLC RIA/Wealth | 0.29% $1.3M |
Ironwood Wealth Management, llc RIA/Wealth | 0.24% $1.3M |