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iShares iBonds 2027 Term High Yield and Income ETF

93 hedge funds and large institutions have $214M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
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 -$1.32M
2 -$1.23M
3 -$1.15M
4
SPC
Sigma Planning Corp
Michigan
-$789K
5
Jane Street
Jane Street
New York
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
51
Klaas Financial Asset Advisors
Illinois
$479K
FCH
52
Freestone Capital Holdings
Washington
$453K
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$354K
CFG
54
Carr Financial Group
Massachusetts
$353K
Baird Financial Group
55
Baird Financial Group
Wisconsin
$349K
HSG
56
Helen Stephens Group
Texas
$344K
OCM
57
Orion Capital Management
California
$315K
TC
58
TFR Capital
Texas
$309K
BSSFA
59
Baron Silver Stevens Financial Advisors
Florida
$302K
Stifel Financial
60
Stifel Financial
Missouri
$277K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$276K
LFS
62
Littlejohn Financial Services
Oregon
$275K
WCM
63
Windsor Capital Management
Arizona
$273K
OMC
64
Old Mission Capital
Illinois
$263K
T
65
Tableaux
Massachusetts
$262K
GPA
66
Guidance Point Advisors
Massachusetts
$252K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$243K
QCM
68
Quantinno Capital Management
New York
$233K
ATPW
69
Ashton Thomas Private Wealth
Arizona
$233K
CF
70
Cyr Financial
Illinois
$232K
BAM
71
Belpointe Asset Management
Nevada
$230K
Citadel Advisors
72
Citadel Advisors
Florida
$213K
MAS
73
Madden Advisory Services
Florida
$207K
GI
74
GAMMA Investing
California
$160K
SWM
75
Spire Wealth Management
Virginia
$134K