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iShares iBonds 2027 Term High Yield and Income ETF

127 hedge funds and large institutions have $267M invested in iShares iBonds 2027 Term High Yield and Income ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

90% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 31

9% more funds holding

Funds holding: 116127 (+11)

2% more capital invested

Capital invested by funds: $263M → $267M (+$4.43M)

3.63% less ownership

Funds ownership: 62.77%59.14% (-3.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
20
Increased
59
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$35.8M +$932K +41,965 +3%
LPL Financial
2
LPL Financial
California
$25.3M +$5.09M +229,318 +25%
TF
3
Threadgill Financial
Texas
$21.3M +$21.1M +949,208 +7,073%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8M -$627K -28,211 -3%
Wells Fargo
5
Wells Fargo
California
$17.7M -$495K -22,261 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$8.87M +$8.9M +400,710 New
HighTower Advisors
7
HighTower Advisors
Illinois
$8.79M +$282K +12,674 +3%
CFS
8
Commonwealth Financial Services
West Virginia
$8.59M +$565K +25,424 +7%
UBS Group
9
UBS Group
Switzerland
$7.41M +$2.76M +124,380 +59%
Raymond James Financial
10
Raymond James Financial
Florida
$7.2M +$1.08M +48,721 +18%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.83M +$61.6K +2,772 +1%
Bank of America
12
Bank of America
North Carolina
$5.51M -$10.6K -479 -0.2%
JWCA
13
J.W. Cole Advisors
Florida
$4.93M +$222K +9,976 +5%
Morgan Stanley
14
Morgan Stanley
New York
$4.81M +$553K +24,882 +13%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$4.66M
NA
16
NewEdge Advisors
Louisiana
$3.69M +$311K +14,013 +9%
IF
17
Ironwood Financial
Arizona
$3.66M +$244K +10,984 +7%
OMC
18
Old Mission Capital
Illinois
$3.02M -$3.94M -177,356 -57%
KPWS
19
Kestra Private Wealth Services
Texas
$3.01M +$337K +15,165 +13%
KTM
20
Keeler Thomas Management
Utah
$2.96M -$6.78M -305,218 -70%
SPWM
21
Straight Path Wealth Management
Michigan
$2.82M +$241K +10,827 +9%
CFG
22
Carr Financial Group
Massachusetts
$2.65M +$729K +32,814 +38%
EW
23
Evexia Wealth
Wisconsin
$2.59M +$375K +16,878 +17%
E3F
24
Eight 31 Financial
Texas
$2.31M -$41.3K -1,859 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.04M -$3.55M -159,606 -63%