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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

32 hedge funds and large institutions have $36.1M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.59M
2
CFS
2
Commonwealth Financial Services
West Virginia
$6.47M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.89M
4
FTUS
4
Flow Traders U.S.
New York
$1.6M
5
Bank of America
5
Bank of America
North Carolina
$2.39M

Top Sellers

1
BlackRock
1
BlackRock
New York
$0
2
Jane Street
2
Jane Street
New York
$0
3
GRP
3
Global Retirement Partners
California
$324K
4
PFM
4
Phillips Financial Management
Indiana
$0
5
FFA
5
Farther Finance Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Summit Wealth Partners
Florida
$202K +$202K +9,093 New
EWM
27
Evermay Wealth Management
Virginia
$111K +$111K +5,000 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$83.7K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$59K +$18.1K +813 +44%
PS
30
Principal Securities
Iowa
$20K +$20K +902 New
MFT
31
Moisand Fitzgerald Tamayo
Florida
$17.8K – – –
BCPWM
32
Bradley & Co Private Wealth Management
Florida
$7K – – –
BlackRock
33
BlackRock
New York
– -$5.06M -235,000 Closed
Jane Street
34
Jane Street
New York
– -$3.73M -173,226 Closed
PFM
35
Phillips Financial Management
Indiana
– -$27.6K -1,283 Closed
FFA
36
Farther Finance Advisors
California
– -$20.8K -966 Closed
1
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