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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
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.32M
2 -$1.23M
3 -$1.15M
4
SPC
Sigma Planning Corp
Michigan
-$789K
5
Jane Street
Jane Street
New York
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
51
Klaas Financial Asset Advisors
Illinois
$479K
FCH
52
Freestone Capital Holdings
Washington
$453K
BCM
53
Boreal Capital Management
Florida
$369K
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$354K
CFG
55
Carr Financial Group
Massachusetts
$353K
Baird Financial Group
56
Baird Financial Group
Wisconsin
$349K
SIA
57
SkyView Investment Advisors
New Jersey
$345K
HSG
58
Helen Stephens Group
Texas
$344K
OCM
59
Orion Capital Management
California
$315K
TC
60
TFR Capital
Texas
$309K
BSSFA
61
Baron Silver Stevens Financial Advisors
Florida
$302K
Stifel Financial
62
Stifel Financial
Missouri
$277K
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$276K
LFS
64
Littlejohn Financial Services
Oregon
$275K
WCM
65
Windsor Capital Management
Arizona
$273K
OMC
66
Old Mission Capital
Illinois
$263K
T
67
Tableaux
Massachusetts
$262K
GPA
68
Guidance Point Advisors
Massachusetts
$252K
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$243K
QCM
70
Quantinno Capital Management
New York
$233K
ATPW
71
Ashton Thomas Private Wealth
Arizona
$233K
CF
72
Cyr Financial
Illinois
$232K
BAM
73
Belpointe Asset Management
Nevada
$230K
Citadel Advisors
74
Citadel Advisors
Florida
$213K
MAS
75
Madden Advisory Services
Florida
$207K