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iShares iBonds 2027 Term High Yield and Income ETF

94 hedge funds and large institutions have $215M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $190M → $215M (+$25M)

9% more funds holding

Funds holding: 8694 (+8)

0.72% more ownership

Funds ownership: 59.6%60.32% (+0.72%)

Holders
94
Holders Change
+8
Holders Change %
+9.3%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
20
Increased
47
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$32.8M +$6.58M +293,075 +25%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$18.5M +$936K +41,684 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.7M -$1.32M -58,626 -7%
LPL Financial
4
LPL Financial
California
$15.5M +$6.32M +281,673 +69%
Wells Fargo
5
Wells Fargo
California
$12.9M +$1.89M +84,180 +17%
KTM
6
Keeler Thomas Management
Utah
$9.79M +$136K +6,069 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.31M -$328K -14,608 -4%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.29M +$207K +9,239 +3%
CFS
9
Commonwealth Financial Services
West Virginia
$7.82M +$124K +5,529 +2%
MA
10
Mutual Advisors
Nebraska
$7.53M +$804K +35,830 +12%
Bank of America
11
Bank of America
North Carolina
$5.31M +$372K +16,588 +8%
Morgan Stanley
12
Morgan Stanley
New York
$4.98M -$405K -18,050 -8%
JWCA
13
J.W. Cole Advisors
Florida
$4.95M +$726K +32,350 +17%
Raymond James Financial
14
Raymond James Financial
Florida
$4.52M +$37.2K +1,656 +0.8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$4.32M +$2.74M +121,932 +174%
HC
16
Hurley Capital
New York
$3.93M +$3.29M +146,638 +524%
NA
17
NewEdge Advisors
Louisiana
$3.16M +$187K +8,331 +6%
IF
18
Ironwood Financial
Arizona
$2.94M +$1.72M +76,511 +141%
SPWM
19
Straight Path Wealth Management
Michigan
$2.42M +$374K +16,640 +18%
KPWS
20
Kestra Private Wealth Services
Texas
$2.29M +$328K +14,599 +17%
E3F
21
Eight 31 Financial
Texas
$2.27M +$2.27M +100,884 New
Lido Advisors
22
Lido Advisors
California
$2.09M -$99K -4,411 -5%
ASN
23
Advisory Services Network
Georgia
$1.79M +$25.8K +1,148 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.49M +$355K +15,809 +31%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.44M +$21K +936 +1%