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iShares iBonds 2027 Term High Yield and Income ETF

77 hedge funds and large institutions have $163M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
51
Baron Silver Stevens Financial Advisors
Florida
$338K
HBT
52
Heartland Bank & Trust
Illinois
$326K
RSWM
53
Robertson Stephens Wealth Management
California
$324K
Baird Financial Group
54
Baird Financial Group
Wisconsin
$324K
PA
55
Parallel Advisors
California
$324K
PAG
56
Private Advisor Group
New Jersey
$308K
LFS
57
Littlejohn Financial Services
Oregon
$302K
WCM
58
Windsor Capital Management
Arizona
$279K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$242K
SWP
60
Summit Wealth Partners
Florida
$223K
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$211K
Stifel Financial
62
Stifel Financial
Missouri
$211K
RWM
63
Rialto Wealth Management
New York
$179K
HC
64
Hurley Capital
New York
$173K
OCM
65
Orion Capital Management
California
$165K
1L
66
10Elms LLP
Oklahoma
$106K
EWA
67
EP Wealth Advisors
California
$100K
Comerica Bank
68
Comerica Bank
Texas
$96.8K
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$58.7K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$46K
NFSG
71
Newbridge Financial Services Group
Florida
$35.3K
PS
72
Principal Securities
Iowa
$20.1K
BTI
73
Blue Trust Inc
Georgia
$18.4K
MFT
74
Moisand Fitzgerald Tamayo
Florida
$17.9K
HI
75
Harbour Investments
Wisconsin
$12.5K