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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

46 hedge funds and large institutions have $47.5M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
20
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$2.43M
2
LPL Financial
2
LPL Financial
California
$2.44M
3
Jane Street
3
Jane Street
New York
$696K
4
MAG
4
M3 Advisory Group
Massachusetts
$631K
5
GI
5
GAMMA Investing
California
$552K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$1.43M
2
EWM
2
Evermay Wealth Management
Virginia
$0
3
TFS
3
Thoroughbred Financial Services
Tennessee
$937K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.58M
5
CFS
5
Commonwealth Financial Services
West Virginia
$6.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$483K +$102K +4,581 +27%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$456K +$373K +16,735 +444%
SWA
28
Sightline Wealth Advisors
Connecticut
$338K +$8.21K +369 +2%
GRP
29
Global Retirement Partners
California
$325K +$623 +28 +0.2%
APW
30
Austin Private Wealth
Texas
$292K +$292K +13,264 New
MA
31
Mutual Advisors
Nebraska
$285K +$285K +12,783 New
CPRC
32
Consolidated Portfolio Review Corp
New York
$282K +$282K +12,658 New
PI
33
PFG Investments
New York
$282K +$282K +12,658 New
MHIC
34
Marble Harbor Investment Counsel
Massachusetts
$267K +$267K +12,000 New
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$233K – – –
BFA
36
BBJS Financial Advisors
Washington
$230K +$89 +4 +0%
LNC
37
Lincoln National Corp
Pennsylvania
$226K +$226K +10,173 New
SWP
38
Summit Wealth Partners
Florida
$202K – – –
BWP
39
BSW Wealth Partners
Colorado
$201K +$201K +9,017 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$35.2K +$35.2K +1,580 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$31.7K +$31.7K +1,420 New
PS
43
Principal Securities
Iowa
$20.1K – – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
$17.8K – – –
BCPWM
45
Bradley & Co Private Wealth Management
Florida
$7.01K – – –
CTWM
46
Cherry Tree Wealth Management
Minnesota
$5.01K +$5.01K +225 New
EWM
47
Evermay Wealth Management
Virginia
– -$111K -5,000 Closed
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