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iShares iBonds 2027 Term High Yield and Income ETF

73 hedge funds and large institutions have $113M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+25
Holders Change %
+52.08%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
33
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$1.02M -$26.6K -1,194 -3%
KPWS
27
Kestra Private Wealth Services
Texas
$976K +$238K +10,698 +32%
RSWM
28
Robertson Stephens Wealth Management
California
$948K -$51.1K -2,298 -5%
TFS
29
Thoroughbred Financial Services
Tennessee
$829K -$66.1K -2,977 -7%
HL
30
HeadInvest LLC
Maine
$802K +$177K +7,950 +28%
MAG
31
M3 Advisory Group
Massachusetts
$740K -$67 -3 -0%
R
32
Rebalance
California
$722K +$722K +32,481 New
MHIC
33
Marble Harbor Investment Counsel
Massachusetts
$721K +$98.6K +4,435 +16%
LPFG
34
Landing Point Financial Group
Ohio
$683K +$683K +30,523 New
AWM
35
AE Wealth Management
Kansas
$673K +$170K +7,665 +34%
UBS Group
36
UBS Group
Switzerland
$504K +$498K +22,385 +7,995%
GRP
37
Global Retirement Partners
California
$475K +$38K +1,710 +9%
APW
38
Austin Private Wealth
Texas
$429K +$23.3K +1,048 +6%
CPRC
39
Consolidated Portfolio Review Corp
New York
$411K +$47.4K +2,133 +13%
BlackRock
40
BlackRock
New York
$397K +$397K +17,849 New
JWCA
41
J.W. Cole Advisors
Florida
$387K +$387K +17,406 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$369K +$369K +16,591 New
BPA
43
Beacon Pointe Advisors
California
$356K +$356K +16,017 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$308K +$308K +13,845 New
Jane Street
45
Jane Street
New York
$287K +$20K +900 +8%
KFAA
46
Klaas Financial Asset Advisors
Illinois
$275K +$275K +12,370 New
WCM
47
Windsor Capital Management
Arizona
$268K +$58.4K +2,626 +28%
LFS
48
Littlejohn Financial Services
Oregon
$254K +$254K +11,438 New
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$241K +$8.45K +380 +4%
HBT
50
Heartland Bank & Trust
Illinois
$240K +$240K +10,772 New