IBHG icon

iShares iBonds 2027 Term High Yield and Income ETF

73 hedge funds and large institutions have $113M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 6 reducing their positions, and 0 closing their positions.

Holders
73
Holders Change
+25
Holders Change %
+52.08%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
33
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16M 718,842 +508,249 +241%
LIA
2
LBMC Investment Advisors
Tennessee
$12M 540,414 +193,264 +56%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.48M 381,279 +14,848 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.72M 347,132 +13,532 +4%
CFS
5
Commonwealth Financial Services
West Virginia
$7.68M 345,347 +5,237 +2%
MA
6
Mutual Advisors
Nebraska
$5.95M 264,948 +255,404 +2,676%
LPL Financial
7
LPL Financial
California
$4.79M 215,491 -96,098 -31%
Bank of America
8
Bank of America
North Carolina
$4.19M 188,311 +44,616 +31%
GI
9
GAMMA Investing
California
$4.09M 183,996 +56,868 +45%
Raymond James Financial
10
Raymond James Financial
Florida
$3.52M 158,121 +158,121 New
Morgan Stanley
11
Morgan Stanley
New York
$3.23M 145,329 +8,407 +6%
Lido Advisors
12
Lido Advisors
California
$2.91M 130,896 +41,867 +47%
SPWM
13
Straight Path Wealth Management
Michigan
$1.66M 74,739 +5,445 +8%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.57M 70,525 +22,779 +48%
IA
15
IFP Advisors
Florida
$1.56M 69,965 +3,063 +5%
BFS
16
BridgePort Financial Solutions
Iowa
$1.41M 62,736 +62,736 New
Osaic Holdings
17
Osaic Holdings
Arizona
$1.4M 63,129 +29,237 +86%
NA
18
NewEdge Advisors
Louisiana
$1.27M 57,199 +1,547 +3%
AAS
19
Avantax Advisory Services
Texas
$1.21M 54,357 +54,357 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.12M 50,203 +7,458 +17%
Wells Fargo
21
Wells Fargo
California
$1.09M 48,844 +13,061 +37%
WI
22
WrapManager Inc
California
$1.07M 48,269 +2,536 +6%
IF
23
Ironwood Financial
Arizona
$1.07M 48,010 +7,088 +17%
SWA
24
Sightline Wealth Advisors
Connecticut
$1.04M 46,706 +5,141 +12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.04M 46,538 -5,809 -11%