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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

87 hedge funds and large institutions have $175M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
37
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M
2
JWCA
2
J.W. Cole Advisors
Florida
$4.23M
3
LPL Financial
3
LPL Financial
California
$9.15M
4
SIAS
4
Summit Investment Advisory Services
Minnesota
$2.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.4M

Top Sellers

1
GI
1
GAMMA Investing
California
$1.31M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$8.1M
3
Jane Street
3
Jane Street
New York
$492K
4
UBS Group
4
UBS Group
Switzerland
$633K
5
NA
5
NewEdge Advisors
Louisiana
$2.98M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$432K 19,173 +5,356 +39%
T
52
Tableaux
Massachusetts
$426K 3,185 +3,185 New
MHIC
53
Marble Harbor Investment Counsel
Massachusetts
$400K 17,730 -1,972 -10%
OMC
54
Old Mission Capital
Illinois
$384K 17,050 +1,482 +10%
BCM
55
Boreal Capital Management
Florida
– – – –
PA
56
Parallel Advisors
California
$338K 15,000 +500 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$325K 14,436 -72 -0.5%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$293K 13,016 +13,016 New
BSSFA
59
Baron Silver Stevens Financial Advisors
Florida
$287K 12,739 -2,392 -16%
Stifel Financial
60
Stifel Financial
Missouri
$276K 12,242 +2,805 +30%
LFS
61
Littlejohn Financial Services
Oregon
$276K 12,239 -1,283 -9%
WCM
62
Windsor Capital Management
Arizona
$271K 12,041 -449 -4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$269K 11,921 -4,670 -28%
TC
64
TFR Capital
Texas
$250K 11,086 +11,086 New
OCM
65
Orion Capital Management
California
$248K 11,000 +3,600 +49%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$243K 10,851 – –
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$240K 10,662 +10,662 New
BPA
68
Beacon Pointe Advisors
California
$215K 9,537 -5,651 -37%
RWM
69
Rialto Wealth Management
New York
$204K 9,038 +1,020 +13%
TWP
70
Tempus Wealth Planning
California
$202K 8,948 +8,948 New
1L
71
10Elms LLP
Oklahoma
$107K 4,757 – –
EWA
72
EP Wealth Advisors
California
$101K 4,500 – –
Comerica Bank
73
Comerica Bank
Texas
$96K 4,257 -81 -2%
HNW
74
High Note Wealth
Minnesota
$62K 2,750 +2,750 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$47K 2,085 -542 -21%
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