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iShares iBonds 2027 Term High Yield and Income ETF

127 hedge funds and large institutions have $267M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 31

9% more funds holding

Funds holding: 116127 (+11)

2% more capital invested

Capital invested by funds: $263M → $267M (+$4.43M)

3.63% less ownership

Funds ownership: 62.77%59.14% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
59
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
BIP Wealth
Georgia
$755K +$758K +34,139 New
Jane Street
52
Jane Street
New York
$723K +$726K +32,666 New
Cerity Partners
53
Cerity Partners
New York
$704K +$706K +31,797 New
RWM
54
Rialto Wealth Management
New York
$692K -$528K -23,748 -43%
TCCM
55
Timber Creek Capital Management
Massachusetts
$688K +$4.04K +182 +0.6%
PFM
56
Phillips Financial Management
Indiana
$664K +$444K +20,000 +200%
BFC
57
Bedel Financial Consulting
Indiana
$660K +$663K +29,827 New
Osaic Holdings
58
Osaic Holdings
Arizona
$601K -$14.9M -670,808 -96%
HSG
59
Helen Stephens Group
Texas
$593K +$141K +6,351 +31%
HNW
60
High Note Wealth
Minnesota
$582K +$347K +15,603 +146%
KFAA
61
Klaas Financial Asset Advisors
Illinois
$581K +$21.5K +968 +4%
GVAG
62
Great Valley Advisor Group
Delaware
$572K +$66.3K +2,983 +13%
GPA
63
Guidance Point Advisors
Massachusetts
$561K +$84.4K +3,800 +18%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$555K +$207K +9,339 +59%
KCA
65
Kastel Capital Advisors
Massachusetts
$553K
MAS
66
Madden Advisory Services
Florida
$538K +$296K +13,331 +121%
Stifel Financial
67
Stifel Financial
Missouri
$528K +$182K +8,178 +52%
CAG
68
Csenge Advisory Group
Florida
$527K +$529K +23,809 New
Citadel Advisors
69
Citadel Advisors
Florida
$523K +$525K +23,631 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$521K -$456K -20,513 -47%
HL
71
HeadInvest LLC
Maine
$458K -$341K -15,350 -43%
FTUS
72
Flow Traders U.S.
New York
$452K +$453K +20,412 New
RSEWM
73
River's Edge Wealth Management
Pennsylvania
$435K +$6.44K +290 +2%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$418K +$54.2K +2,438 +15%
LFS
75
Littlejohn Financial Services
Oregon
$412K +$42.2K +1,900 +11%