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iShares iBonds 2027 Term High Yield and Income ETF
IBHG
IBHG
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: 116 → 127 (+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: 3 → 2 (-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
–
Top Buyers
| 1 |
TF
Threadgill Financial
Spring,
Texas
|
+$21.1M |
| 2 |
Bank of New York Mellon
New York
|
+$8.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.76M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.08M |
Top Sellers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14.9M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$7.03M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$6.78M |
| 4 |
HC
Hurley Capital
New York
|
-$4.12M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
126
VSM Wealth Advisory
Hunt Valley,
Maryland
| $8.81K | – | – | – |
|
|
CTWM
127
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $4.98K | – | – | – |
|
|
HI
128
Harbour Investments
Madison,
Wisconsin
| $1.57K | – | – | – |
|
|
SWA
129
Sightline Wealth Advisors
Groton,
Connecticut
| – | -$806K | -36,106 | Closed |
|
130
Creative Planning
Overland Park,
Kansas
| – | -$517K | -23,168 | Closed |
|
|
HGA
131
Hobbs Group Advisors
Columbia,
South Carolina
| – | -$383K | -17,173 | Closed |
|
|
AW
132
Avion Wealth
The Woodlands,
Texas
| – | -$36K | -1,614 | Closed |
|
|
HPC
133
HM Payson & Co
Portland,
Maine
| – | -$9.91K | -444 | Closed |
|