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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

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
–

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M
2
JWCA
2
J.W. Cole Advisors
Florida
$4.23M
3
LPL Financial
3
LPL Financial
California
$9.15M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$2.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.4M

Top Sellers

1
GI
1
GAMMA Investing
California
$1.31M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$8.1M
3
Jane Street
3
Jane Street
New York
$492K
4
UBS Group
4
UBS Group
Switzerland
$633K
5
NA
5
NewEdge Advisors
Louisiana
$2.98M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
26
GAMMA Investing
California
$1.31M 58,339 -173,179 -75%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.27M 56,381 +1,022 +2%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.23M 54,572 +3,319 +6%
IF
29
Ironwood Financial
Arizona
$1.21M 54,159 – –
Osaic Holdings
30
Osaic Holdings
Arizona
$1.18M 53,198 -26,120 -33%
IA
31
IFP Advisors
Florida
$1.16M 51,682 -15,011 -23%
WI
32
WrapManager Inc
California
$1.15M 50,879 +768 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.14M 50,503 +2,824 +6%
R
34
Rebalance
California
$1.02M 45,317 +608 +1%
PIM
35
Penobscot Investment Management
Massachusetts
$882K 39,150 +39,150 New
AWM
36
AE Wealth Management
Kansas
$855K 37,928 +1,995 +6%
HL
37
HeadInvest LLC
Maine
$818K 36,300 -1,000 -3%
BlackRock
38
BlackRock
New York
$801K 35,536 -161 -0.5%
SPC
39
Sigma Planning Corp
Michigan
$789K 35,007 +1,958 +6%
TFS
40
Thoroughbred Financial Services
Tennessee
$786K 34,883 -2,721 -7%
UBS Group
41
UBS Group
Switzerland
$633K 28,072 -42,868 -60%
HC
42
Hurley Capital
New York
$631K 27,990 +20,249 +262%
HBT
43
Heartland Bank & Trust
Illinois
$558K 24,753 +10,163 +70%
SWP
44
Stratos Wealth Partners
Ohio
$557K 24,690 +373 +2%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$535K 23,746 -1,407 -6%
APW
46
Austin Private Wealth
Texas
$526K 23,347 +5,321 +30%
LPFG
47
Landing Point Financial Group
Ohio
$502K 22,271 -23,541 -51%
Jane Street
48
Jane Street
New York
$492K 21,816 -107,118 -83%
CPRC
49
Consolidated Portfolio Review Corp
New York
$491K 21,796 +1,735 +9%
GRP
50
Global Retirement Partners
California
$486K 21,557 +21,557 New
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