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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

46 hedge funds and large institutions have $65.9M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$7.3M
2
LPL Financial
2
LPL Financial
California
$5.72M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$3.57M
4
LIA
4
LBMC Investment Advisors
Tennessee
$4.3M
5
Jane Street
5
Jane Street
New York
$1.68M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
RSWM
2
Robertson Stephens Wealth Management
California
$1.15M
3
NA
3
NewEdge Advisors
Louisiana
$1.31M
4
PI
4
PFG Investments
New York
$0
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
51
BSW Wealth Partners
Colorado
– -$201K -9,017 Closed
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
– -$31.7K -1,420 Closed
BCPWM
53
Bradley & Co Private Wealth Management
Florida
– -$7.01K -315 Closed
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