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iShares iBonds 2027 Term High Yield and Income ETF

48 hedge funds and large institutions have $77.2M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
26
M3 Advisory Group
Massachusetts
$752K +$97.6K +4,317 +15%
KPWS
27
Kestra Private Wealth Services
Texas
$750K +$208K +9,184 +38%
HL
28
HeadInvest LLC
Maine
$635K +$635K +28,100 New
MHIC
29
Marble Harbor Investment Counsel
Massachusetts
$633K
AWM
30
AE Wealth Management
Kansas
$510K +$293K +12,955 +135%
GRP
31
Global Retirement Partners
California
$444K +$65.8K +2,911 +17%
APW
32
Austin Private Wealth
Texas
$413K +$24.7K +1,095 +6%
CPRC
33
Consolidated Portfolio Review Corp
New York
$370K +$27.1K +1,199 +8%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$337K +$337K +14,922 New
Jane Street
35
Jane Street
New York
$271K -$1.45M -64,306 -84%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$237K
SWP
37
Summit Wealth Partners
Florida
$225K +$225K +9,968 New
BFA
38
BBJS Financial Advisors
Washington
$222K +$136 +6 +0.1%
MA
39
Mutual Advisors
Nebraska
$214K -$115K -5,120 -35%
WCM
40
Windsor Capital Management
Arizona
$213K +$213K +9,433 New
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$212K -$11.4K -505 -5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$118K -$249K -11,026 -68%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$60K
NFSG
44
Newbridge Financial Services Group
Florida
$35.7K
PS
45
Principal Securities
Iowa
$20.4K
MFT
46
Moisand Fitzgerald Tamayo
Florida
$18.1K
UBS Group
47
UBS Group
Switzerland
$6.33K
CTWM
48
Cherry Tree Wealth Management
Minnesota
$5.09K
KF
49
Krilogy Financial
Missouri
-$945K -42,914 Closed
IAIM
50
International Assets Investment Management
Florida
-$15.5K -705 Closed