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iShares iBonds 2027 Term High Yield and Income ETF

92 hedge funds and large institutions have $213M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.32M
2 -$1.23M
3 -$1.15M
4
SPC
Sigma Planning Corp
Michigan
-$789K
5
Jane Street
Jane Street
New York
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sightline Wealth Advisors
Connecticut
$1.39M
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.3M
BFS
28
BridgePort Financial Solutions
Iowa
$1.28M
PIM
29
Penobscot Investment Management
Massachusetts
$1.24M
R
30
Rebalance
California
$1.09M
WI
31
WrapManager Inc
California
$1M
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$983K
AWM
33
AE Wealth Management
Kansas
$952K
HL
34
HeadInvest LLC
Maine
$811K
BlackRock
35
BlackRock
New York
$798K
JP Morgan Chase
36
JP Morgan Chase
New York
$772K
HBT
37
Heartland Bank & Trust
Illinois
$712K
TWP
38
Tempus Wealth Planning
California
$693K
APW
39
Austin Private Wealth
Texas
$681K
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$670K
TFS
41
Thoroughbred Financial Services
Tennessee
$637K
UBS Group
42
UBS Group
Switzerland
$603K
SWP
43
Stratos Wealth Partners
Ohio
$584K
GRP
44
Global Retirement Partners
California
$564K
LPFG
45
Landing Point Financial Group
Ohio
$527K
RWM
46
Rialto Wealth Management
New York
$526K
CPRC
47
Consolidated Portfolio Review Corp
New York
$522K
PA
48
Parallel Advisors
California
$518K
PAG
49
Private Advisor Group
New Jersey
$487K
KFAA
50
Klaas Financial Asset Advisors
Illinois
$479K