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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
IAIM
101
International Assets Investment Management
Florida
$99.2K +$99.4K +4,445 New
KAS
102
Kestra Advisory Services
Texas
$93.2K +$93.4K +4,176 New
CB
103
CNB Bank
Pennsylvania
$51.2K +$51.3K +2,293 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$41K
AW
105
Avion Wealth
Texas
$36K +$36.1K +1,614 New
NFSG
106
Newbridge Financial Services Group
Florida
$35.3K
CI
107
CX Institutional
Indiana
$21K +$425 +19 +2%
SPIA
108
Steward Partners Investment Advisory
New York
$19.8K
BTI
109
Blue Trust Inc
Georgia
$19.4K +$402 +18 +2%
HBW
110
Hazlett, Burt & Watson
West Virginia
$18K +$380 +17 +2%
MFT
111
Moisand Fitzgerald Tamayo
Florida
$17.9K
HPC
112
HM Payson & Co
Maine
$9.91K
VWA
113
VSM Wealth Advisory
Maryland
$8.88K
FFA
114
Farther Finance Advisors
California
$6.56K
CTWM
115
Cherry Tree Wealth Management
Minnesota
$5.02K
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.66K +$470 +21 +40%
HI
117
Harbour Investments
Wisconsin
$1.58K -$11.2K -499 -88%
JP Morgan Chase
118
JP Morgan Chase
New York
-$772K -34,330 Closed
CPRC
119
Consolidated Portfolio Review Corp
New York
-$522K -23,219 Closed
SIA
120
SkyView Investment Advisors
New Jersey
-$345K -15,321 Closed
CF
121
Cyr Financial
Illinois
-$232K -10,334 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$213K -9,477 Closed
PS
123
Principal Securities
Iowa
-$20.3K -902 Closed
CA
124
Clearstead Advisors
Ohio
-$4.4K -196 Closed