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iShares iBonds 2027 Term High Yield and Income ETF

48 hedge funds and large institutions have $77.2M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.28M 366,431 -61,479 -14%
LIA
2
LBMC Investment Advisors
Tennessee
$7.85M 347,150 +152,044 +78%
CFS
3
Commonwealth Financial Services
West Virginia
$7.64M 340,110 +15,957 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.55M 333,600 +1,992 +0.6%
LPL Financial
5
LPL Financial
California
$7.04M 311,589 +52,121 +20%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$4.76M 210,593 +48,578 +30%
Bank of America
7
Bank of America
North Carolina
$3.25M 143,695 +25,850 +22%
Morgan Stanley
8
Morgan Stanley
New York
$3.09M 136,922 +29,596 +28%
GI
9
GAMMA Investing
California
$2.87M 127,128 +94,091 +285%
Lido Advisors
10
Lido Advisors
California
$2.01M 89,029 +10,775 +14%
SPWM
11
Straight Path Wealth Management
Michigan
$1.57M 69,294 +3,740 +6%
IA
12
IFP Advisors
Florida
$1.51M 66,902 +2,975 +5%
NA
13
NewEdge Advisors
Louisiana
$1.26M 55,652 -3,698 -6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.18M 52,347 +19,759 +61%
RJA
15
Raymond James & Associates
Florida
$1.13M 49,983 +10,198 +26%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.08M 47,746 +15,287 +47%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.06M 46,857 +1,254 +3%
WI
18
WrapManager Inc
California
$1.03M 45,733 +6,413 +16%
RSWM
19
Robertson Stephens Wealth Management
California
$1.01M 44,908 -7,310 -14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$966K 42,745 +14,476 +51%
SWA
21
Sightline Wealth Advisors
Connecticut
$939K 41,565 +17,767 +75%
IF
22
Ironwood Financial
Arizona
$925K 40,922 +14,257 +53%
TFS
23
Thoroughbred Financial Services
Tennessee
$910K 40,290 -3,819 -9%
Wells Fargo
24
Wells Fargo
California
$809K 35,783 -2,767 -7%
Osaic Holdings
25
Osaic Holdings
Arizona
$767K 33,892 -3,203 -9%