IBHG icon

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$26.3M
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.6M
Wells Fargo
3
Wells Fargo
California
$11.1M
KTM
4
Keeler Thomas Management
Utah
$9.68M
LPL Financial
5
LPL Financial
California
$9.15M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.66M
HighTower Advisors
7
HighTower Advisors
Illinois
$8.1M
CFS
8
Commonwealth Financial Services
West Virginia
$7.71M
MA
9
Mutual Advisors
Nebraska
$6.73M
Morgan Stanley
10
Morgan Stanley
New York
$5.4M
Bank of America
11
Bank of America
North Carolina
$4.95M
Raymond James Financial
12
Raymond James Financial
Florida
$4.49M
JWCA
13
J.W. Cole Advisors
Florida
$4.23M
NA
14
NewEdge Advisors
Louisiana
$2.98M
AAS
15
Avantax Advisory Services
Texas
$2.35M
Lido Advisors
16
Lido Advisors
California
$2.19M
SIA
17
Summit Investment Advisors
Maryland
$2.19M
SIAS
18
Summit Investment Advisory Services
Minnesota
$2.1M
SPWM
19
Straight Path Wealth Management
Michigan
$2.05M
KPWS
20
Kestra Private Wealth Services
Texas
$1.96M
ASN
21
Advisory Services Network
Georgia
$1.76M
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.58M
SWA
23
Sightline Wealth Advisors
Connecticut
$1.56M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.42M
BFS
25
BridgePort Financial Solutions
Iowa
$1.39M