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iShares iBonds 2027 Term High Yield and Income ETF

116 hedge funds and large institutions have $263M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

307% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 14

23% more funds holding

Funds holding: 94116 (+22)

22% more capital invested

Capital invested by funds: $215M → $263M (+$48.2M)

2.45% more ownership

Funds ownership: 60.32%62.77% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+22
Holders Change %
+23.4%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
57
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$2.1M +$8.92K +399 +0.4%
CFG
27
Carr Financial Group
Massachusetts
$1.94M +$1.59M +71,317 +454%
PIM
28
Penobscot Investment Management
Massachusetts
$1.86M +$634K +28,350 +51%
ASN
29
Advisory Services Network
Georgia
$1.82M +$43.8K +1,958 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.71M -$6.55M -292,945 -79%
IWC
31
Integrated Wealth Concepts
Massachusetts
$1.61M +$317K +14,193 +25%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.49M +$65.5K +2,931 +5%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$16.9M -757,633 -92%
CA
34
Centennial Advisors
Texas
$1.34M +$1.34M +59,862 New
BFS
35
BridgePort Financial Solutions
Iowa
$1.26M -$10.3K -460 -0.8%
RWM
36
Rialto Wealth Management
New York
$1.23M +$707K +31,629 +135%
BlackRock
37
BlackRock
New York
$1.19M +$397K +17,748 +50%
IA
38
IFP Advisors
Florida
$1.14M +$23.6K +1,056 +2%
R
39
Rebalance
California
$1.11M +$32K +1,431 +3%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$984K +$8.52K +381 +0.9%
AWM
41
AE Wealth Management
Kansas
$983K +$37.9K +1,693 +4%
FAL
42
Focused Alpha LLC
Colorado
$896K +$897K +40,141 New
EWA
43
EP Wealth Advisors
California
$878K +$879K +39,324 New
TWP
44
Tempus Wealth Planning
California
$862K +$174K +7,794 +25%
TF
45
Threadgill Financial
Texas
$861K +$300K +13,421 New
WI
46
WrapManager Inc
California
$825K -$172K -7,692 -17%
SWA
47
Sightline Wealth Advisors
Connecticut
$806K -$574K -25,672 -42%
HL
48
HeadInvest LLC
Maine
$805K
SWP
49
Stratos Wealth Partners
Ohio
$768K +$189K +8,444 +33%
HBT
50
Heartland Bank & Trust
Illinois
$746K +$40.1K +1,793 +6%