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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
LFAS
101
Level Four Advisory Services
Texas
$203K +$133 +6 +0.1%
BFP
102
Beacon Financial Planning
Massachusetts
$203K +$204K +9,168 New
MA
103
Mutual Advisors
Nebraska
$202K -$7.03M -316,574 -97%
FF
104
Friedenthal Financial
New Jersey
$162K -$2.33K -105 -1%
AWM
105
Activest Wealth Management
Florida
$149K +$150K +6,740 New
IAIM
106
International Assets Investment Management
Florida
$148K +$50.9K +2,293 +52%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$134K +$135K +6,057 New
GI
108
GAMMA Investing
California
$122K -$38.3K -1,725 -24%
1L
109
10Elms LLP
Oklahoma
$116K
FFA
110
Farther Finance Advisors
California
$111K +$105K +4,741 +1,613%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$66.3K -$49.4K -2,222 -42%
SWM
112
Spire Wealth Management
Virginia
$64.3K -$300K -13,506 -82%
GSEP
113
Golden State Equity Partners
California
$60.9K +$61.1K +2,750 New
CB
114
CNB Bank
Pennsylvania
$50.3K -$444 -20 -0.9%
HC
115
Hurley Capital
New York
$46.9K -$4.12M -185,533 -99%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$40.7K
GSWM
117
Golden State Wealth Management
California
$37.8K +$37.9K +1,707 New
NFSG
118
Newbridge Financial Services Group
Florida
$35K
NF
119
Napier Financial
Massachusetts
$34.2K +$34.3K +1,546 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$22.8K +$21.2K +956 +1,292%
CI
121
CX Institutional
Indiana
$21K +$200 +9 +1%
SPIA
122
Steward Partners Investment Advisory
New York
$19.7K
BTI
123
Blue Trust Inc
Georgia
$19.5K +$178 +8 +0.9%
HBW
124
Hazlett, Burt & Watson
West Virginia
$18K +$133 +6 +0.8%
MFT
125
Moisand Fitzgerald Tamayo
Florida
$17.7K