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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

Overview Fund Activity

73 hedge funds and large institutions have $113M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+25
Holders Change %
+52.08%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
33
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16M
2
MA
2
Mutual Advisors
Nebraska
$5.95M
3
LIA
3
LBMC Investment Advisors
Tennessee
$12M
4
GI
4
GAMMA Investing
California
$4.09M
5
AAS
5
Avantax Advisory Services
Texas
$1.21M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.79M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.04M
3
TFS
3
Thoroughbred Financial Services
Tennessee
$829K
4
RSWM
4
Robertson Stephens Wealth Management
California
$948K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
51
Baron Silver Stevens Financial Advisors
Florida
$237K +$237K +10,646 New
PAG
52
Private Advisor Group
New Jersey
$235K +$235K +10,583 New
SIA
53
Summit Investment Advisors
Maryland
$231K +$231K +10,303 New
SWP
54
Summit Wealth Partners
Florida
$222K – – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$211K +$920 +41 +0.4%
ASN
56
Advisory Services Network
Georgia
$205K +$205K +9,231 New
RWM
57
Rialto Wealth Management
New York
$178K +$178K +8,018 New
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$164K +$47.3K +2,125 +41%
OCM
59
Orion Capital Management
California
$163K +$163K +7,340 New
EWA
60
EP Wealth Advisors
California
$101K +$101K +4,551 New
1L
61
10Elms LLP
Oklahoma
$92.5K +$92.5K +4,157 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$59K – – –
HC
63
Hurley Capital
New York
$36.8K +$36.8K +1,650 New
NFSG
64
Newbridge Financial Services Group
Florida
$35.1K – – –
PS
65
Principal Securities
Iowa
$20.1K – – –
BTI
66
Blue Trust Inc
Georgia
$18.2K +$18.2K +817 New
MFT
67
Moisand Fitzgerald Tamayo
Florida
$17.8K – – –
HI
68
Harbour Investments
Wisconsin
$12.4K +$12.4K +558 New
VHAM
69
Van Hulzen Asset Management
California
$11.1K +$11.1K +500 New
VWA
70
VSM Wealth Advisory
Maryland
$8.85K +$8.85K +398 New
WT
71
Whittier Trust
California
$6.71K +$6.71K +302 New
CTWM
72
Cherry Tree Wealth Management
Minnesota
$5K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$156 +$156 +7 New
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