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iShares iBonds 2027 Term High Yield and Income ETF

46 hedge funds and large institutions have $47.5M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+14
Holders Change %
+43.75%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
20
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.58M 430,423 -1,505 -0.3%
CFS
2
Commonwealth Financial Services
West Virginia
$6.46M 290,642 -770 -0.3%
Bank of America
3
Bank of America
North Carolina
$2.84M 127,520 +20,014 +19%
LPL Financial
4
LPL Financial
California
$2.44M 109,690 +88,324 +413%
LIA
5
LBMC Investment Advisors
Tennessee
$2.43M 109,154 +109,154 New
Morgan Stanley
6
Morgan Stanley
New York
$2.04M 91,517 +6,431 +8%
NA
7
NewEdge Advisors
Louisiana
$1.82M 81,886 -648 -0.8%
RSWM
8
Robertson Stephens Wealth Management
California
$1.74M 77,960 +9,519 +14%
FTUS
9
Flow Traders U.S.
New York
$1.43M 64,318 -7,819 -11%
SPWM
10
Straight Path Wealth Management
Michigan
$1.27M 56,860 +6,990 +14%
IA
11
IFP Advisors
Florida
$1.27M 56,834 +7,714 +16%
Lido Advisors
12
Lido Advisors
California
$1.21M 54,245 +11,907 +28%
TFS
13
Thoroughbred Financial Services
Tennessee
$937K 42,109 -3,923 -9%
IWC
14
Integrated Wealth Concepts
Massachusetts
$930K 41,768 +17,918 +75%
RJA
15
Raymond James & Associates
Florida
$806K 36,200 +773 +2%
WI
16
WrapManager Inc
California
$787K 35,375 +7,443 +27%
Jane Street
17
Jane Street
New York
$696K 31,283 +31,283 New
MAG
18
M3 Advisory Group
Massachusetts
$631K 28,343 +28,343 New
Osaic Holdings
19
Osaic Holdings
Arizona
$598K 26,828 +8,429 +46%
Wells Fargo
20
Wells Fargo
California
$595K 26,724 +9,858 +58%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$573K 25,745 +1,385 +6%
GI
22
GAMMA Investing
California
$552K 24,793 +24,793 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$544K 24,420 +24,420 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$538K 24,169 +6,569 +37%
IF
25
Ironwood Financial
Arizona
$525K 23,584 +1,409 +6%