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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
LPFG
76
Landing Point Financial Group
Ohio
$364K -$97.1K -4,369 -21%
FCH
77
Freestone Capital Holdings
Washington
$349K -$129K -5,810 -27%
MFA
78
Mayflower Financial Advisors
Massachusetts
$347K
BCM
79
Boreal Capital Management
Florida
$341K
KAS
80
Kestra Advisory Services
Texas
$333K +$241K +10,861 +260%
OCM
81
Orion Capital Management
California
$310K
BAM
82
Belpointe Asset Management
Nevada
$308K -$64.7K -2,910 -17%
PFA
83
Pure Financial Advisors
California
$300K +$9.97K +449 +3%
BSSFA
84
Baron Silver Stevens Financial Advisors
Florida
$297K
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$296K
T
86
Tableaux
Massachusetts
$294K +$93K +4,186 +46%
TC
87
TFR Capital
Texas
$289K -$14.8K -668 -5%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$275K +$276K +12,442 New
TFS
89
Thoroughbred Financial Services
Tennessee
$274K -$205K -9,249 -43%
SWASL
90
Spartan Wealth Advisory Services LLC
Michigan
$260K +$261K +11,738 New
WCM
91
Windsor Capital Management
Arizona
$245K +$3.33K +150 +1%
WIA
92
World Investment Advisors
California
$244K +$1.71K +77 +0.7%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$239K
1WM
94
1900 Wealth Management
Texas
$229K +$230K +10,359 New
ATPW
95
Ashton Thomas Private Wealth
Arizona
$229K
QCM
96
Quantinno Capital Management
New York
$229K
LWM
97
Liberty Wealth Management
California
$218K +$19.1K +859 +10%
IWS
98
Intentional Wealth Strategies
Colorado
$208K +$208K +9,384 New
KAS
99
KPP Advisory Services
Kentucky
$207K +$208K +9,340 New
AWA
100
Arkadios Wealth Advisors
Georgia
$205K +$206K +9,250 New