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iShares iBonds 2027 Term High Yield and Income ETF

126 hedge funds and large institutions have $264M 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, 58 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 Buyers

1 +$21.1M
2 +$8.9M
3 +$5.09M
4
UBS Group
UBS Group
Switzerland
+$2.76M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.08M

Top Sellers

1 -$14.9M
2 -$7.03M
3 -$6.78M
4
HC
Hurley Capital
New York
-$4.12M
5
OMC
Old Mission Capital
Illinois
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
76
Freestone Capital Holdings
Washington
$349K
MFA
77
Mayflower Financial Advisors
Massachusetts
$347K
BCM
78
Boreal Capital Management
Florida
$341K
KAS
79
Kestra Advisory Services
Texas
$333K
OCM
80
Orion Capital Management
California
$310K
BAM
81
Belpointe Asset Management
Nevada
$308K
PFA
82
Pure Financial Advisors
California
$300K
BSSFA
83
Baron Silver Stevens Financial Advisors
Florida
$297K
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$296K
T
85
Tableaux
Massachusetts
$294K
TC
86
TFR Capital
Texas
$289K
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$275K
TFS
88
Thoroughbred Financial Services
Tennessee
$274K
SWASL
89
Spartan Wealth Advisory Services LLC
Michigan
$260K
WCM
90
Windsor Capital Management
Arizona
$245K
WIA
91
World Investment Advisors
California
$244K
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$239K
1WM
93
1900 Wealth Management
Texas
$229K
QCM
94
Quantinno Capital Management
New York
$229K
ATPW
95
Ashton Thomas Private Wealth
Arizona
$229K
LWM
96
Liberty Wealth Management
California
$218K
IWS
97
Intentional Wealth Strategies
Colorado
$208K
KAS
98
KPP Advisory Services
Kentucky
$207K
AWA
99
Arkadios Wealth Advisors
Georgia
$205K
LFAS
100
Level Four Advisory Services
Texas
$203K