IBHG icon

iShares iBonds 2027 Term High Yield and Income ETF

27 hedge funds and large institutions have $27.3M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$5.06M 235,000
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.39M 204,107 +204,107 New
CFS
3
Commonwealth Financial Services
West Virginia
$3.98M 184,873 +184,873 New
Jane Street
4
Jane Street
New York
$3.73M 173,226 +75,669 +78%
NA
5
NewEdge Advisors
Louisiana
$1.78M 82,589 +59,126 +252%
RSWM
6
Robertson Stephens Wealth Management
California
$1.26M 58,731 +6,206 +12%
Bank of America
7
Bank of America
North Carolina
$1.01M 47,134 +25,231 +115%
TFS
8
Thoroughbred Financial Services
Tennessee
$959K 44,574 +8,019 +22%
IA
9
IFP Advisors
Florida
$946K 43,941 +15,271 +53%
GRP
10
Global Retirement Partners
California
$645K 30,428 +15,241 +100%
WI
11
WrapManager Inc
California
$520K 24,160 +1,572 +7%
IWC
12
Integrated Wealth Concepts
Massachusetts
$479K 22,260 +11,500 +107%
SPWM
13
Straight Path Wealth Management
Michigan
$452K 20,992 +3,832 +22%
IF
14
Ironwood Financial
Arizona
$424K 19,690 +2,843 +17%
CA
15
Cetera Advisors
Colorado
$315K 14,634 -30 -0.2%
Wells Fargo
16
Wells Fargo
California
$307K 14,257 +1,000 +8%
Morgan Stanley
17
Morgan Stanley
New York
$277K 12,890 -1,957 -13%
LPL Financial
18
LPL Financial
California
$234K 10,880 +10,880 New
BFA
19
BBJS Financial Advisors
Washington
$222K 10,314 +6 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$119K 5,534 -213,543 -97%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$81.1K 3,769
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$40K 1,840
PFM
23
Phillips Financial Management
Indiana
$27.6K 1,283 +23 +2%
FFA
24
Farther Finance Advisors
California
$20.8K 966
MFT
25
Moisand Fitzgerald Tamayo
Florida
$17.2K 800