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iShares iBonds 2027 Term High Yield and Income ETF

87 hedge funds and large institutions have $175M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
37
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M +$6.95M +308,502 +36%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.6M +$183K +8,133 +1%
Wells Fargo
3
Wells Fargo
California
$11.1M +$48.5K +2,150 +0.4%
KTM
4
Keeler Thomas Management
Utah
$9.68M +$1.3M +57,714 +16%
LPL Financial
5
LPL Financial
California
$9.15M +$2.83M +125,498 +45%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.66M -$113K -5,008 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.1M -$2.86M -127,077 -26%
CFS
8
Commonwealth Financial Services
West Virginia
$7.71M +$7.3K +324 +0.1%
MA
9
Mutual Advisors
Nebraska
$6.73M +$114K +5,073 +2%
Morgan Stanley
10
Morgan Stanley
New York
$5.4M +$1.94M +86,097 +56%
Bank of America
11
Bank of America
North Carolina
$4.95M +$51.4K +2,280 +1%
Raymond James Financial
12
Raymond James Financial
Florida
$4.49M +$653K +28,989 +17%
JWCA
13
J.W. Cole Advisors
Florida
$4.23M +$4.23M +187,694 New
NA
14
NewEdge Advisors
Louisiana
$2.98M -$783K -34,717 -21%
AAS
15
Avantax Advisory Services
Texas
$2.35M +$295K +13,102 +14%
Lido Advisors
16
Lido Advisors
California
$2.19M -$105K -4,665 -5%
SIA
17
Summit Investment Advisors
Maryland
$2.19M +$163K +7,270 +8%
SIAS
18
Summit Investment Advisory Services
Minnesota
$2.1M +$2.1M +93,176 New
SPWM
19
Straight Path Wealth Management
Michigan
$2.05M +$258K +11,432 +14%
KPWS
20
Kestra Private Wealth Services
Texas
$1.96M +$163K +7,224 +9%
ASN
21
Advisory Services Network
Georgia
$1.76M +$3.6K +160 +0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.58M -$113K -5,004 -7%
SWA
23
Sightline Wealth Advisors
Connecticut
$1.56M +$36.2K +1,604 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.42M +$87.3K +3,874 +7%
BFS
25
BridgePort Financial Solutions
Iowa
$1.39M -$27.9K -1,238 -2%