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iShares iBonds 2027 Term High Yield and Income ETF

25 hedge funds and large institutions have $19.4M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$5.13M
Osaic Holdings
2
Osaic Holdings
Arizona
$4.78M +$576K +26,411 +14%
Jane Street
3
Jane Street
New York
$2.13M +$404K +18,502 +23%
RSWM
4
Robertson Stephens Wealth Management
California
$1.15M
TFS
5
Thoroughbred Financial Services
Tennessee
$797K +$163K +7,465 +26%
FTUS
6
Flow Traders U.S.
New York
$635K -$556K -25,474 -47%
IA
7
IFP Advisors
Florida
$626K +$174K +7,981 +39%
NA
8
NewEdge Advisors
Louisiana
$512K +$141K +6,447 +38%
WI
9
WrapManager Inc
California
$493K -$2.53K -116 -0.5%
Bank of America
10
Bank of America
North Carolina
$478K +$40.2K +1,844 +9%
SPWM
11
Straight Path Wealth Management
Michigan
$375K +$32.5K +1,490 +10%
IF
12
Ironwood Financial
Arizona
$368K +$3.71K +170 +1%
GRP
13
Global Retirement Partners
California
$331K +$331K +15,187 New
Morgan Stanley
14
Morgan Stanley
New York
$324K +$180K +8,235 +125%
CA
15
Cetera Advisors
Colorado
$320K +$320K +14,664 New
Wells Fargo
16
Wells Fargo
California
$289K
IWC
17
Integrated Wealth Concepts
Massachusetts
$235K +$235K +10,760 New
BFA
18
BBJS Financial Advisors
Washington
$225K +$109 +5 +0%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$82.3K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$40K
SF
21
Safeguard Financial
Wisconsin
$37K +$37K +1,733 New
PFM
22
Phillips Financial Management
Indiana
$27.5K +$459 +21 +2%
FFA
23
Farther Finance Advisors
California
$21.1K
MFT
24
Moisand Fitzgerald Tamayo
Florida
$17.5K
BCPWM
25
Bradley & Co Private Wealth Management
Florida
$6.88K