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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
Holders
116
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 -$16.9M
2 -$6.55M
3 -$969K
4
JP Morgan Chase
JP Morgan Chase
New York
-$772K
5
Morgan Stanley
Morgan Stanley
New York
-$649K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$352K
Stifel Financial
77
Stifel Financial
Missouri
$350K
MFA
78
Mayflower Financial Advisors
Massachusetts
$350K
OCM
79
Orion Capital Management
California
$312K
TC
80
TFR Capital
Texas
$307K
BSSFA
81
Baron Silver Stevens Financial Advisors
Florida
$299K
Focus Partners Wealth
82
Focus Partners Wealth
Massachusetts
$299K
PFA
83
Pure Financial Advisors
California
$292K
MAS
84
Madden Advisory Services
Florida
$245K
WCM
85
Windsor Capital Management
Arizona
$243K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$242K
HNW
87
High Note Wealth
Minnesota
$239K
QCM
88
Quantinno Capital Management
New York
$231K
ATPW
89
Ashton Thomas Private Wealth
Arizona
$231K
HFA
90
High Falls Advisors
New York
$229K
PFM
91
Phillips Financial Management
Indiana
$223K
LFAS
92
Level Four Advisory Services
Texas
$205K
T
93
Tableaux
Massachusetts
$203K
LWM
94
Liberty Wealth Management
California
$200K
WIA
95
World Investment Advisors
California
$179K
FF
96
Friedenthal Financial
New Jersey
$166K
GI
97
GAMMA Investing
California
$162K
Comerica Bank
98
Comerica Bank
Texas
$135K
1L
99
10Elms LLP
Oklahoma
$117K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$117K