We are live on ! Find out more
IBHG icon

iShares iBonds 2027 Term High Yield and Income ETF

116 hedge funds and large institutions have $263M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

307% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 14

23% more funds holding

Funds holding: 94116 (+22)

22% more capital invested

Capital invested by funds: $215M → $263M (+$48.2M)

2.45% more ownership

Funds ownership: 60.32%62.77% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+22
Holders Change %
+23.4%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
57
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$718K +$235K +10,528 +49%
PA
52
Parallel Advisors
California
$718K +$204K +9,125 +40%
TCCM
53
Timber Creek Capital Management
Massachusetts
$690K +$691K +30,894 New
APW
54
Austin Private Wealth
Texas
$679K +$2.86K +128 +0.4%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$664K +$313K +14,003 +89%
KFAA
56
Klaas Financial Asset Advisors
Illinois
$565K +$89.3K +3,995 +19%
GRP
57
Global Retirement Partners
California
$563K +$3.62K +162 +0.6%
KCA
58
Kastel Capital Advisors
Massachusetts
$553K +$554K +24,762 New
FIA
59
Foundations Investment Advisors
Arizona
$524K +$525K +23,465 New
Creative Planning
60
Creative Planning
Kansas
$517K +$518K +23,168 New
GVAG
61
Great Valley Advisor Group
Delaware
$510K +$511K +22,871 New
TFS
62
Thoroughbred Financial Services
Tennessee
$483K -$149K -6,669 -24%
FCH
63
Freestone Capital Holdings
Washington
$481K +$32.2K +1,440 +7%
GPA
64
Guidance Point Advisors
Massachusetts
$481K +$231K +10,317 +92%
LPFG
65
Landing Point Financial Group
Ohio
$465K -$58.2K -2,602 -11%
HSG
66
Helen Stephens Group
Texas
$456K +$115K +5,134 +34%
RSEWM
67
River's Edge Wealth Management
Pennsylvania
$429K +$432K +19,310 New
WWM
68
Walser Wealth Management
Florida
$414K +$415K +18,555 New
CL
69
COWA LLC
Oklahoma
$394K +$395K +17,650 New
HGA
70
Hobbs Group Advisors
South Carolina
$383K +$384K +17,173 New
BAM
71
Belpointe Asset Management
Nevada
$376K +$148K +6,603 +65%
LFS
72
Littlejohn Financial Services
Oregon
$373K +$100K +4,488 +37%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$368K +$93.9K +4,200 +34%
SWM
74
Spire Wealth Management
Virginia
$366K +$234K +10,466 +176%
BCM
75
Boreal Capital Management
Florida
$366K