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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
BFP
101
Beacon Financial Planning
Massachusetts
$203K
MA
102
Mutual Advisors
Nebraska
$202K
FF
103
Friedenthal Financial
New Jersey
$162K
AWM
104
Activest Wealth Management
Florida
$149K
IAIM
105
International Assets Investment Management
Florida
$148K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$134K
GI
107
GAMMA Investing
California
$122K
1L
108
10Elms LLP
Oklahoma
$116K
FFA
109
Farther Finance Advisors
California
$111K
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$66.3K
SWM
111
Spire Wealth Management
Virginia
$64.3K
GSEP
112
Golden State Equity Partners
California
$60.9K
CB
113
CNB Bank
Pennsylvania
$50.3K
HC
114
Hurley Capital
New York
$46.9K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$40.7K
GSWM
116
Golden State Wealth Management
California
$37.8K
NFSG
117
Newbridge Financial Services Group
Florida
$35K
NF
118
Napier Financial
Massachusetts
$34.2K
Fidelity Investments
119
Fidelity Investments
Massachusetts
$22.8K
CI
120
CX Institutional
Indiana
$21K
SPIA
121
Steward Partners Investment Advisory
New York
$19.7K
BTI
122
Blue Trust Inc
Georgia
$19.5K
HBW
123
Hazlett, Burt & Watson
West Virginia
$18K
MFT
124
Moisand Fitzgerald Tamayo
Florida
$17.7K
VWA
125
VSM Wealth Advisory
Maryland
$8.81K