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iShares iBonds 2027 Term High Yield and Income ETF

22 hedge funds and large institutions have $17.5M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$5.17M 235,000
Osaic Holdings
2
Osaic Holdings
Arizona
$4.23M 192,666 +192,666 New
Jane Street
3
Jane Street
New York
$1.74M 79,055 +8,346 +12%
FTUS
4
Flow Traders U.S.
New York
$1.2M 54,582 +43,577 +396%
RSWM
5
Robertson Stephens Wealth Management
California
$1.15M 52,525 +52,525 New
TFS
6
Thoroughbred Financial Services
Tennessee
$639K 29,090 +2,371 +9%
IA
7
IFP Advisors
Florida
$518K 20,689 +4,444 +27%
WI
8
WrapManager Inc
California
$499K 22,704 -229 -1%
Bank of America
9
Bank of America
North Carolina
$441K 20,059 +18,830 +1,532%
NA
10
NewEdge Advisors
Louisiana
$374K 17,016 -383 -2%
IF
11
Ironwood Financial
Arizona
$367K 16,677 +460 +3%
SPWM
12
Straight Path Wealth Management
Michigan
$344K 15,670 +15,670 New
Wells Fargo
13
Wells Fargo
California
$291K 13,257 +9,603 +263%
BFA
14
BBJS Financial Advisors
Washington
$226K 10,303 +3 +0%
Morgan Stanley
15
Morgan Stanley
New York
$145K 6,612 +1,164 +21%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$82.8K 3,769
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$40K 1,840 +1,840 New
PFM
18
Phillips Financial Management
Indiana
$27.2K 1,239 +1,239 New
FFA
19
Farther Finance Advisors
California
$21.2K 966
MFT
20
Moisand Fitzgerald Tamayo
Florida
$17.6K 800
UBS Group
21
UBS Group
Switzerland
$16.8K 765 +765 New
BCPWM
22
Bradley & Co Private Wealth Management
Florida
$6.92K 315
CFGS
23
Concourse Financial Group Securities
Alabama