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iShares iBonds 2027 Term High Yield and Income ETF

46 hedge funds and large institutions have $65.9M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
27
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.43M 427,910 -2,513 -0.6%
HighTower Advisors
2
HighTower Advisors
Illinois
$7.3M 331,608 +331,608 New
CFS
3
Commonwealth Financial Services
West Virginia
$7.14M 324,153 +33,511 +12%
LPL Financial
4
LPL Financial
California
$5.72M 259,468 +149,778 +137%
LIA
5
LBMC Investment Advisors
Tennessee
$4.3M 195,106 +85,952 +79%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.57M 162,015 +141,511 +690%
Bank of America
7
Bank of America
North Carolina
$2.6M 117,845 -9,675 -8%
Morgan Stanley
8
Morgan Stanley
New York
$2.36M 107,326 +15,809 +17%
Lido Advisors
9
Lido Advisors
California
$1.72M 78,254 +24,009 +44%
Jane Street
10
Jane Street
New York
$1.68M 76,306 +45,023 +144%
SPWM
11
Straight Path Wealth Management
Michigan
$1.44M 65,554 +8,694 +15%
IA
12
IFP Advisors
Florida
$1.41M 63,927 +7,093 +12%
NA
13
NewEdge Advisors
Louisiana
$1.31M 59,350 -22,536 -28%
RSWM
14
Robertson Stephens Wealth Management
California
$1.15M 52,218 -25,742 -33%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1M 45,603 +3,835 +9%
TFS
16
Thoroughbred Financial Services
Tennessee
$971K 44,109 +2,000 +5%
KF
17
Krilogy Financial
Missouri
$945K 42,914 +42,914 New
RJA
18
Raymond James & Associates
Florida
$876K 39,785 +3,585 +10%
WI
19
WrapManager Inc
California
$866K 39,320 +3,945 +11%
Wells Fargo
20
Wells Fargo
California
$849K 38,550 +11,826 +44%
Osaic Holdings
21
Osaic Holdings
Arizona
$818K 37,095 +10,267 +38%
GI
22
GAMMA Investing
California
$728K 33,037 +8,244 +33%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$717K 32,588 +6,843 +27%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$715K 32,459 +8,039 +33%
MAG
25
M3 Advisory Group
Massachusetts
$638K 28,953 +610 +2%