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iShares iBonds 2027 Term High Yield and Income ETF

87 hedge funds and large institutions have $175M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
26
GAMMA Investing
California
$1.31M -$3.9M -173,179 -75%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.27M +$23K +1,022 +2%
BCI
28
Brinker Capital Investments
Pennsylvania
$1.23M +$74.8K +3,319 +6%
IF
29
Ironwood Financial
Arizona
$1.21M
Osaic Holdings
30
Osaic Holdings
Arizona
$1.18M -$581K -26,120 -33%
IA
31
IFP Advisors
Florida
$1.16M -$338K -15,011 -23%
WI
32
WrapManager Inc
California
$1.15M +$17.3K +768 +2%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.14M +$63.6K +2,824 +6%
R
34
Rebalance
California
$1.02M +$13.7K +608 +1%
PIM
35
Penobscot Investment Management
Massachusetts
$882K +$882K +39,150 New
AWM
36
AE Wealth Management
Kansas
$855K +$45K +1,995 +6%
HL
37
HeadInvest LLC
Maine
$818K -$22.5K -1,000 -3%
BlackRock
38
BlackRock
New York
$801K -$3.63K -161 -0.5%
SPC
39
Sigma Planning Corp
Michigan
$789K +$44.1K +1,958 +6%
TFS
40
Thoroughbred Financial Services
Tennessee
$786K -$61.3K -2,721 -7%
UBS Group
41
UBS Group
Switzerland
$633K -$966K -42,868 -60%
HC
42
Hurley Capital
New York
$631K +$456K +20,249 +262%
HBT
43
Heartland Bank & Trust
Illinois
$558K +$229K +10,163 +70%
SWP
44
Stratos Wealth Partners
Ohio
$557K +$8.41K +373 +2%
KFAA
45
Klaas Financial Asset Advisors
Illinois
$535K -$31.7K -1,407 -6%
APW
46
Austin Private Wealth
Texas
$526K +$120K +5,321 +30%
LPFG
47
Landing Point Financial Group
Ohio
$502K -$531K -23,541 -51%
Jane Street
48
Jane Street
New York
$492K -$2.41M -107,118 -83%
CPRC
49
Consolidated Portfolio Review Corp
New York
$491K +$39.1K +1,735 +9%
GRP
50
Global Retirement Partners
California
$486K +$486K +21,557 New