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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

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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$352K +$5.17K +231 +1%
Stifel Financial
77
Stifel Financial
Missouri
$350K +$75.7K +3,387 +28%
MFA
78
Mayflower Financial Advisors
Massachusetts
$350K +$350K +15,662 New
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 +$299K +13,378 New
PFA
83
Pure Financial Advisors
California
$292K +$293K +13,104 New
MAS
84
Madden Advisory Services
Florida
$245K +$39.7K +1,775 +19%
WIA
85
World Investment Advisors
California
$244K +$244K +10,930 New
WCM
86
Windsor Capital Management
Arizona
$243K -$27.4K -1,226 -10%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$242K
HNW
88
High Note Wealth
Minnesota
$239K +$160K +7,162 +202%
ATPW
89
Ashton Thomas Private Wealth
Arizona
$231K
QCM
90
Quantinno Capital Management
New York
$231K
HFA
91
High Falls Advisors
New York
$229K +$229K +10,248 New
PFM
92
Phillips Financial Management
Indiana
$223K +$224K +10,000 New
LFAS
93
Level Four Advisory Services
Texas
$205K +$205K +9,185 New
T
94
Tableaux
Massachusetts
$203K -$57.4K -2,566 -22%
LWM
95
Liberty Wealth Management
California
$200K +$201K +8,976 New
FF
96
Friedenthal Financial
New Jersey
$166K +$166K +7,424 New
GI
97
GAMMA Investing
California
$162K +$2.88K +129 +2%
Comerica Bank
98
Comerica Bank
Texas
$135K +$40.2K +1,800 +42%
1L
99
10Elms LLP
Oklahoma
$117K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$117K +$117K +5,230 New