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iShares iBonds 2027 Term High Yield and Income ETF

94 hedge funds and large institutions have $215M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $190M → $215M (+$25M)

9% more funds holding

Funds holding: 8694 (+8)

0.72% more ownership

Funds ownership: 59.6%60.32% (+0.72%)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
47
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Sightline Wealth Advisors
Connecticut
$1.39M -$169K -7,506 -11%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.3M +$34.4K +1,531 +3%
BFS
28
BridgePort Financial Solutions
Iowa
$1.28M -$107K -4,749 -8%
PIM
29
Penobscot Investment Management
Massachusetts
$1.24M +$357K +15,900 +41%
IA
30
IFP Advisors
Florida
$1.12M -$38.3K -1,708 -3%
R
31
Rebalance
California
$1.09M +$71.5K +3,184 +7%
WI
32
WrapManager Inc
California
$1M -$140K -6,216 -12%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$983K +$742K +33,025 +310%
AWM
34
AE Wealth Management
Kansas
$952K +$99.3K +4,422 +12%
HL
35
HeadInvest LLC
Maine
$811K -$5.61K -250 -0.7%
BlackRock
36
BlackRock
New York
$798K -$831 -37 -0.1%
JP Morgan Chase
37
JP Morgan Chase
New York
$772K +$724K +32,245 +1,547%
HBT
38
Heartland Bank & Trust
Illinois
$712K +$155K +6,888 +28%
TWP
39
Tempus Wealth Planning
California
$693K +$491K +21,867 +244%
APW
40
Austin Private Wealth
Texas
$681K +$156K +6,928 +30%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$670K +$669K +29,802 New
TFS
42
Thoroughbred Financial Services
Tennessee
$637K -$147K -6,555 -19%
UBS Group
43
UBS Group
Switzerland
$603K -$28.6K -1,274 -5%
SWP
44
Stratos Wealth Partners
Ohio
$584K +$29K +1,290 +5%
GRP
45
Global Retirement Partners
California
$564K +$78.8K +3,511 +16%
LPFG
46
Landing Point Financial Group
Ohio
$527K +$25.6K +1,142 +5%
RWM
47
Rialto Wealth Management
New York
$526K +$322K +14,339 +159%
CPRC
48
Consolidated Portfolio Review Corp
New York
$522K +$31.9K +1,423 +7%
PA
49
Parallel Advisors
California
$518K +$181K +8,050 +54%
PAG
50
Private Advisor Group
New Jersey
$487K +$55.8K +2,486 +13%