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iShares iBonds 2027 Term High Yield and Income ETF

77 hedge funds and large institutions have $163M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$1.49M
BFS
27
BridgePort Financial Solutions
Iowa
$1.4M
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.32M
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.24M
IF
30
Ironwood Financial
Arizona
$1.21M
OPS
31
Orion Portfolio Solutions
Nebraska
$1.14M
BCI
32
Brinker Capital Investments
Pennsylvania
$1.14M
WI
33
WrapManager Inc
California
$1.12M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.06M
LPFG
35
Landing Point Financial Group
Ohio
$1.02M
R
36
Rebalance
California
$998K
TFS
37
Thoroughbred Financial Services
Tennessee
$839K
HL
38
HeadInvest LLC
Maine
$833K
AWM
39
AE Wealth Management
Kansas
$802K
BlackRock
40
BlackRock
New York
$797K
SPC
41
Sigma Planning Corp
Michigan
$738K
SWM
42
Spire Wealth Management
Virginia
$621K
KFAA
43
Klaas Financial Asset Advisors
Illinois
$562K
SWP
44
Stratos Wealth Partners
Ohio
$543K
CPRC
45
Consolidated Portfolio Review Corp
New York
$448K
MHIC
46
Marble Harbor Investment Counsel
Massachusetts
$440K
APW
47
Austin Private Wealth
Texas
$402K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$370K
OMC
49
Old Mission Capital
Illinois
$348K
BPA
50
Beacon Pointe Advisors
California
$339K