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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

46 hedge funds and large institutions have $65.9M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$7.3M
2
LPL Financial
2
LPL Financial
California
$5.72M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.57M
4
LIA
4
LBMC Investment Advisors
Tennessee
$4.3M
5
Jane Street
5
Jane Street
New York
$1.68M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
RSWM
2
Robertson Stephens Wealth Management
California
$1.15M
3
NA
3
NewEdge Advisors
Louisiana
$1.31M
4
PI
4
PFG Investments
New York
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$623K +$90.4K +4,100 +17%
MHIC
27
Marble Harbor Investment Counsel
Massachusetts
$617K +$352K +16,000 +133%
IF
28
Ironwood Financial
Arizona
$587K +$67.9K +3,081 +13%
KPWS
29
Kestra Private Wealth Services
Texas
$529K +$529K +24,021 New
SWA
30
Sightline Wealth Advisors
Connecticut
$524K +$190K +8,635 +57%
APW
31
Austin Private Wealth
Texas
$378K +$85.8K +3,895 +29%
GRP
32
Global Retirement Partners
California
$368K +$47.2K +2,144 +15%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$358K +$358K +16,257 New
CPRC
34
Consolidated Portfolio Review Corp
New York
$334K +$55K +2,495 +20%
MA
35
Mutual Advisors
Nebraska
$326K +$41.8K +1,881 +15%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$231K – – –
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$217K +$217K +9,864 New
BFA
38
BBJS Financial Advisors
Washington
$217K -$10.9K -494 -5%
AWM
39
AE Wealth Management
Kansas
$212K +$212K +9,630 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$34.8K – – –
PS
42
Principal Securities
Iowa
$19.9K – – –
MFT
43
Moisand Fitzgerald Tamayo
Florida
$17.6K – – –
IAIM
44
International Assets Investment Management
Florida
$15.5K +$15.5K +705 New
UBS Group
45
UBS Group
Switzerland
$6.17K +$6.17K +280 New
CTWM
46
Cherry Tree Wealth Management
Minnesota
$4.96K – – –
FTUS
47
Flow Traders U.S.
New York
– -$1.43M -64,318 Closed
PI
48
PFG Investments
New York
– -$282K -12,658 Closed
LNC
49
Lincoln National Corp
Pennsylvania
– -$226K -10,173 Closed
SWP
50
Summit Wealth Partners
Florida
– -$202K -9,093 Closed
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