We are live on ! Find out more
IBHG icon

iShares iBonds 2027 Term High Yield and Income ETF

94 hedge funds and large institutions have $215M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $190M → $215M (+$25M)

9% more funds holding

Funds holding: 8694 (+8)

0.72% more ownership

Funds ownership: 59.6%60.32% (+0.72%)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
47
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
51
Klaas Financial Asset Advisors
Illinois
$479K -$54.8K -2,440 -10%
FCH
52
Freestone Capital Holdings
Washington
$453K +$452K +20,121 New
BCM
53
Boreal Capital Management
Florida
$369K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$354K +$353K +15,730 New
CFG
55
Carr Financial Group
Massachusetts
$353K +$353K +15,716 New
Baird Financial Group
56
Baird Financial Group
Wisconsin
$349K +$24.4K +1,087 +8%
SIA
57
SkyView Investment Advisors
New Jersey
$345K +$344K +15,321 New
HSG
58
Helen Stephens Group
Texas
$344K +$344K +15,317 New
OCM
59
Orion Capital Management
California
$315K +$67.4K +3,000 +27%
TC
60
TFR Capital
Texas
$309K +$59.5K +2,648 +24%
BSSFA
61
Baron Silver Stevens Financial Advisors
Florida
$302K +$15K +667 +5%
Stifel Financial
62
Stifel Financial
Missouri
$277K +$1.44K +64 +0.5%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$276K +$7.84K +349 +3%
LFS
64
Littlejohn Financial Services
Oregon
$275K
WCM
65
Windsor Capital Management
Arizona
$273K +$1.91K +85 +0.7%
OMC
66
Old Mission Capital
Illinois
$263K -$121K -5,374 -32%
T
67
Tableaux
Massachusetts
$262K +$15.2K +679 +6%
GPA
68
Guidance Point Advisors
Massachusetts
$252K +$252K +11,218 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$243K
ATPW
70
Ashton Thomas Private Wealth
Arizona
$233K +$232K +10,349 New
QCM
71
Quantinno Capital Management
New York
$233K +$232K +10,349 New
CF
72
Cyr Financial
Illinois
$232K +$232K +10,334 New
BAM
73
Belpointe Asset Management
Nevada
$230K +$230K +10,224 New
Citadel Advisors
74
Citadel Advisors
Florida
$213K +$213K +9,477 New
MAS
75
Madden Advisory Services
Florida
$207K +$207K +9,215 New