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iShares iBonds 2027 Term High Yield and Income ETF

32 hedge funds and large institutions have $36.1M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.59M 431,928 +227,821 +112%
CFS
2
Commonwealth Financial Services
West Virginia
$6.47M 291,412 +106,539 +58%
Bank of America
3
Bank of America
North Carolina
$2.39M 107,506 +60,372 +128%
Morgan Stanley
4
Morgan Stanley
New York
$1.89M 85,086 +72,196 +560%
NA
5
NewEdge Advisors
Louisiana
$1.84M 82,534 -55 -0.1%
FTUS
6
Flow Traders U.S.
New York
$1.6M 72,137 +72,137 New
RSWM
7
Robertson Stephens Wealth Management
California
$1.52M 68,441 +9,710 +17%
SPWM
8
Straight Path Wealth Management
Michigan
$1.11M 49,870 +28,878 +138%
IA
9
IFP Advisors
Florida
$1.09M 49,120 +5,179 +12%
TFS
10
Thoroughbred Financial Services
Tennessee
$1.02M 46,032 +1,458 +3%
Lido Advisors
11
Lido Advisors
California
$940K 42,338 +42,338 New
RJA
12
Raymond James & Associates
Florida
$787K 35,427 +35,427 New
WI
13
WrapManager Inc
California
$620K 27,932 +3,772 +16%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$542K 24,360 +23,960 +5,990%
IWC
15
Integrated Wealth Concepts
Massachusetts
$530K 23,850 +1,590 +7%
IF
16
Ironwood Financial
Arizona
$493K 22,175 +2,485 +13%
LPL Financial
17
LPL Financial
California
$475K 21,366 +10,486 +96%
Osaic Holdings
18
Osaic Holdings
Arizona
$409K 18,399 +12,865 +232%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$391K 17,600 +17,600 New
CA
20
Cetera Advisors
Colorado
$380K 17,120 +2,486 +17%
Wells Fargo
21
Wells Fargo
California
$375K 16,866 +2,609 +18%
SWA
22
Sightline Wealth Advisors
Connecticut
$329K 14,794 +14,794 New
GRP
23
Global Retirement Partners
California
$324K 14,553 -15,875 -52%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$233K 10,471 +10,471 New
BFA
25
BBJS Financial Advisors
Washington
$229K 10,321 +7 +0.1%