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iShares iBonds 2027 Term High Yield and Income ETF

116 hedge funds and large institutions have $263M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

307% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 14

23% more funds holding

Funds holding: 94116 (+22)

22% more capital invested

Capital invested by funds: $215M → $263M (+$48.2M)

2.45% more ownership

Funds ownership: 60.32%62.77% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
116
Holders Change
+22
Holders Change %
+23.4%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
57
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$35.1M +$2.59M +115,957 +8%
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6M +$19.9M +891,472 +2,991%
LPL Financial
3
LPL Financial
California
$20.4M +$5.05M +226,079 +33%
Wells Fargo
4
Wells Fargo
California
$18.3M +$5.51M +246,310 +43%
Osaic Holdings
5
Osaic Holdings
Arizona
$15.6M -$969K -43,362 -6%
KTM
6
Keeler Thomas Management
Utah
$9.8M +$77.8K +3,479 +0.8%
HighTower Advisors
7
HighTower Advisors
Illinois
$8.59M +$357K +15,958 +4%
CFS
8
Commonwealth Financial Services
West Virginia
$8.09M +$335K +14,999 +4%
MA
9
Mutual Advisors
Nebraska
$7.27M -$213K -9,541 -3%
OMC
10
Old Mission Capital
Illinois
$7M +$6.75M +301,984 +2,586%
Raymond James Financial
11
Raymond James Financial
Florida
$6.17M +$1.69M +75,809 +38%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.81M +$1.53M +68,655 +36%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.62M +$4.14M +185,362 +280%
Bank of America
14
Bank of America
North Carolina
$5.57M +$295K +13,188 +6%
JWCA
15
J.W. Cole Advisors
Florida
$4.75M -$166K -7,407 -3%
UBS Group
16
UBS Group
Switzerland
$4.7M +$4.11M +183,712 +686%
MAWAG
17
Mid-American Wealth Advisory Group
Missouri
$4.66M +$4.67M +208,868 New
Morgan Stanley
18
Morgan Stanley
New York
$4.29M -$649K -29,042 -13%
HC
19
Hurley Capital
New York
$4.19M +$291K +13,022 +7%
IF
20
Ironwood Financial
Arizona
$3.45M +$534K +23,875 +18%
NA
21
NewEdge Advisors
Louisiana
$3.41M +$277K +12,405 +9%
KPWS
22
Kestra Private Wealth Services
Texas
$2.7M +$428K +19,158 +19%
SPWM
23
Straight Path Wealth Management
Michigan
$2.61M +$205K +9,186 +9%
E3F
24
Eight 31 Financial
Texas
$2.37M +$119K +5,317 +5%
EW
25
Evexia Wealth
Wisconsin
$2.24M +$2.24M +100,004 New