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iShares iBonds 2027 Term High Yield and Income ETF

127 hedge funds and large institutions have $267M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 31

9% more funds holding

Funds holding: 116127 (+11)

2% more capital invested

Capital invested by funds: $263M → $267M (+$4.43M)

3.63% less ownership

Funds ownership: 62.77%59.14% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
59
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
26
Penobscot Investment Management
Massachusetts
$1.98M +$134K +6,025 +7%
Lido Advisors
27
Lido Advisors
California
$1.84M -$226K -10,177 -11%
ASN
28
Advisory Services Network
Georgia
$1.72M -$79.5K -3,578 -4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.65M +$173K +7,782 +12%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.62M +$22.9K +1,032 +1%
BlackRock
31
BlackRock
New York
$1.57M +$394K +17,748 +33%
CA
32
Centennial Advisors
Texas
$1.22M -$110K -4,935 -8%
BFS
33
BridgePort Financial Solutions
Iowa
$1.21M -$38K -1,709 -3%
FIA
34
Foundations Investment Advisors
Arizona
$1.21M +$688K +30,987 +132%
IA
35
IFP Advisors
Florida
$1.2M +$68.9K +3,101 +6%
WWM
36
Walser Wealth Management
Florida
$1.1M +$695K +31,283 +169%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.1M -$294K -13,219 -21%
EWA
38
EP Wealth Advisors
California
$1M +$135K +6,066 +15%
SWP
39
Stratos Wealth Partners
Ohio
$994K +$233K +10,507 +31%
PA
40
Parallel Advisors
California
$946K +$234K +10,550 +33%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$939K -$756K -34,027 -45%
FAL
42
Focused Alpha LLC
Colorado
$921K +$32.8K +1,476 +4%
AWM
43
AE Wealth Management
Kansas
$909K -$65.9K -2,965 -7%
TWP
44
Tempus Wealth Planning
California
$880K +$25.8K +1,163 +3%
CL
45
COWA LLC
Oklahoma
$867K +$479K +21,545 +122%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$825K +$168K +7,572 +25%
WI
47
WrapManager Inc
California
$822K +$4.15K +187 +0.5%
R
48
Rebalance
California
$806K -$300K -13,511 -27%
HBT
49
Heartland Bank & Trust
Illinois
$789K +$48.8K +2,197 +7%
PAG
50
Private Advisor Group
New Jersey
$763K +$51.1K +2,302 +7%