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iShares iBonds 2027 Term High Yield and Income ETF
IBHG

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: 2 → 3 (+1)

13% more capital invested

Capital invested by funds: $190M → $215M (+$25M)

9% more funds holding

Funds holding: 86 → 94 (+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
–

Top Buyers

1
LIA
LBMC Investment Advisors
Tennessee
+$6.58M
2
LPL Financial
LPL Financial
California
+$6.32M
3
HC
Hurley Capital
New York
+$3.29M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.74M
5
E3F
Eight 31 Financial
Texas
+$2.27M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.32M
2
BCI
Brinker Capital Investments
Pennsylvania
-$1.23M
3
GI
GAMMA Investing
California
-$1.15M
4
SPC
Sigma Planning Corp
Michigan
-$789K
5
Jane Street
Jane Street
New York
-$492K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
101
Beacon Pointe Advisors
California
– -$215K -9,537 Closed
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
– -$40.4K -1,794 Closed
MAWAG
103
Mid-American Wealth Advisory Group
Missouri
– -$25.2K -1,120 Closed
TRCT
104
Tower Research Capital (TRC)
New York
– -$789 -35 Closed
1 2 3 4
5