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iShares iBonds 2027 Term High Yield and Income ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$432K +$121K +5,356 +39%
T
52
Tableaux
Massachusetts
$426K +$426K +3,185 New
MHIC
53
Marble Harbor Investment Counsel
Massachusetts
$400K -$44.4K -1,972 -10%
OMC
54
Old Mission Capital
Illinois
$384K +$33.4K +1,482 +10%
BCM
55
Boreal Capital Management
Florida
$370K
PA
56
Parallel Advisors
California
$338K +$11.3K +500 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$325K -$1.62K -72 -0.5%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$293K +$293K +13,016 New
BSSFA
59
Baron Silver Stevens Financial Advisors
Florida
$287K -$53.9K -2,392 -16%
Stifel Financial
60
Stifel Financial
Missouri
$276K +$63.2K +2,805 +30%
LFS
61
Littlejohn Financial Services
Oregon
$276K -$28.9K -1,283 -9%
WCM
62
Windsor Capital Management
Arizona
$271K -$10.1K -449 -4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$269K -$105K -4,670 -28%
TC
64
TFR Capital
Texas
$250K +$250K +11,086 New
OCM
65
Orion Capital Management
California
$248K +$81.1K +3,600 +49%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$243K
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$240K +$240K +10,662 New
BPA
68
Beacon Pointe Advisors
California
$215K -$127K -5,651 -37%
RWM
69
Rialto Wealth Management
New York
$204K +$23K +1,020 +13%
TWP
70
Tempus Wealth Planning
California
$202K +$202K +8,948 New
1L
71
10Elms LLP
Oklahoma
$107K
EWA
72
EP Wealth Advisors
California
$101K
Comerica Bank
73
Comerica Bank
Texas
$96K -$1.83K -81 -2%
HNW
74
High Note Wealth
Minnesota
$62K +$62K +2,750 New
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$47K -$12.2K -542 -21%