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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

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
GI
76
GAMMA Investing
California
$160K -$1.15M -51,220 -88%
SWM
77
Spire Wealth Management
Virginia
$134K +$134K +5,947 New
1L
78
10Elms LLP
Oklahoma
$118K +$11.2K +500 +11%
Comerica Bank
79
Comerica Bank
Texas
$95.7K
HNW
80
High Note Wealth
Minnesota
$79.9K +$18K +801 +29%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$41K
NFSG
82
Newbridge Financial Services Group
Florida
$35.5K
PS
83
Principal Securities
Iowa
$20.3K
CI
84
CX Institutional
Indiana
$20K +$20.2K +901 New
SPIA
85
Steward Partners Investment Advisory
New York
$20K
BTI
86
Blue Trust Inc
Georgia
$19.2K +$292 +13 +2%
HBW
87
Hazlett, Burt & Watson
West Virginia
$18K +$17.5K +778 New
MFT
88
Moisand Fitzgerald Tamayo
Florida
$18K
HI
89
Harbour Investments
Wisconsin
$12.8K
HPC
90
HM Payson & Co
Maine
$9.99K +$9.97K +444 New
VWA
91
VSM Wealth Advisory
Maryland
$8.95K
FFA
92
Farther Finance Advisors
California
$6.61K +$6.6K +294 New
CTWM
93
Cherry Tree Wealth Management
Minnesota
$5.06K
CA
94
Clearstead Advisors
Ohio
$4.4K +$4.4K +196 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1.2K -$269 -12 -18%
BCI
96
Brinker Capital Investments
Pennsylvania
-$1.23M -54,572 Closed
SPC
97
Sigma Planning Corp
Michigan
-$789K -35,007 Closed
Jane Street
98
Jane Street
New York
-$492K -21,816 Closed
MHIC
99
Marble Harbor Investment Counsel
Massachusetts
-$400K -17,730 Closed
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
-$293K -13,016 Closed