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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
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$16.9M
2 -$6.55M
3 -$969K
4
JP Morgan Chase
JP Morgan Chase
New York
-$772K
5
Morgan Stanley
Morgan Stanley
New York
-$649K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$718K
PA
52
Parallel Advisors
California
$718K
TCCM
53
Timber Creek Capital Management
Massachusetts
$690K
APW
54
Austin Private Wealth
Texas
$679K
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$664K
KFAA
56
Klaas Financial Asset Advisors
Illinois
$565K
GRP
57
Global Retirement Partners
California
$563K
KCA
58
Kastel Capital Advisors
Massachusetts
$553K
FIA
59
Foundations Investment Advisors
Arizona
$524K
Creative Planning
60
Creative Planning
Kansas
$517K
GVAG
61
Great Valley Advisor Group
Delaware
$510K
TFS
62
Thoroughbred Financial Services
Tennessee
$483K
FCH
63
Freestone Capital Holdings
Washington
$481K
GPA
64
Guidance Point Advisors
Massachusetts
$481K
LPFG
65
Landing Point Financial Group
Ohio
$465K
HSG
66
Helen Stephens Group
Texas
$456K
RSEWM
67
River's Edge Wealth Management
Pennsylvania
$429K
WWMCALLC
68
Walser Wealth Management Company, A Ltd Liability Co
Florida
$414K
CL
69
COWA LLC
Oklahoma
$394K
HGA
70
Hobbs Group Advisors
South Carolina
$383K
BAM
71
Belpointe Asset Management
Nevada
$376K
LFS
72
Littlejohn Financial Services
Oregon
$373K
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$368K
SWM
74
Spire Wealth Management
Virginia
$366K
BCM
75
Boreal Capital Management
Florida
$366K