IBHG icon

iShares iBonds 2027 Term High Yield and Income ETF

87 hedge funds and large institutions have $175M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M 1,165,621 +308,502 +36%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.6M 778,916 +8,133 +1%
Wells Fargo
3
Wells Fargo
California
$11.1M 491,462 +2,150 +0.4%
KTM
4
Keeler Thomas Management
Utah
$9.68M 429,332 +57,714 +16%
LPL Financial
5
LPL Financial
California
$9.15M 406,036 +125,498 +45%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.66M 384,009 -5,008 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.1M 359,543 -127,077 -26%
CFS
8
Commonwealth Financial Services
West Virginia
$7.71M 342,134 +324 +0.1%
MA
9
Mutual Advisors
Nebraska
$6.73M 299,434 +5,073 +2%
Morgan Stanley
10
Morgan Stanley
New York
$5.4M 239,382 +86,097 +56%
Bank of America
11
Bank of America
North Carolina
$4.95M 219,592 +2,280 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$4.49M 199,177 +28,989 +17%
JWCA
13
J.W. Cole Advisors
Florida
$4.23M 187,694 +187,694 New
NA
14
NewEdge Advisors
Louisiana
$2.98M 132,171 -34,717 -21%
AAS
15
Avantax Advisory Services
Texas
$2.35M 104,281 +13,102 +14%
Lido Advisors
16
Lido Advisors
California
$2.19M 97,198 -4,665 -5%
SIA
17
Summit Investment Advisors
Maryland
$2.19M 97,610 +7,270 +8%
SIAS
18
Summit Investment Advisory Services
Minnesota
$2.1M 93,176 +93,176 New
SPWM
19
Straight Path Wealth Management
Michigan
$2.05M 90,923 +11,432 +14%
KPWS
20
Kestra Private Wealth Services
Texas
$1.96M 87,051 +7,224 +9%
ASN
21
Advisory Services Network
Georgia
$1.76M 78,384 +160 +0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.58M 69,941 -5,004 -7%
SWA
23
Sightline Wealth Advisors
Connecticut
$1.56M 69,284 +1,604 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.42M 62,926 +3,874 +7%
BFS
25
BridgePort Financial Solutions
Iowa
$1.39M 61,498 -1,238 -2%