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iShares Core 1-5 Year USD Bond ETF

393 hedge funds and large institutions have $3.5B invested in iShares Core 1-5 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 178 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 107

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

2.68% more ownership

Funds ownership: 70%72.69% (+2.7%)

1% more funds holding

Funds holding: 388393 (+5)

5% more capital invested

Capital invested by funds: $3.34B → $3.5B (+$151M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
393
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
4.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.47%
New
46
Increased
178
Reduced
107
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Acorns Advisers
California
$573M +$13M +266,815 +2%
BlackRock
2
BlackRock
New York
$278M +$9.66M +198,243 +4%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$262M +$4.99M +102,400 +2%
Charles Schwab
4
Charles Schwab
California
$124M +$10.9M +223,718 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$111M +$3.23M +66,272 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$85.1M +$16.2M +331,963 +23%
ST
7
Spinnaker Trust
Maine
$66.9M -$197K -4,043 -0.3%
SSWG
8
Seven Springs Wealth Group
Tennessee
$65.7M +$66.1M +1,356,366 New
Mariner
9
Mariner
Kansas
$64M +$1.77M +36,275 +3%
TA
10
Townsend & Associates
Colorado
$58.5M +$1.89M +38,846 +3%
FSAG
11
Financial Solutions Advisory Group
Illinois
$57.4M +$57.7M +1,183,767 New
CWM
12
Cahaba Wealth Management
Georgia
$54.7M +$3.13M +64,238 +6%
TPI
13
Trust Point Inc
Wisconsin
$53M -$33.9M -696,352 -39%
PP
14
Prosperity Planning
Missouri
$49.3M
JP Morgan Chase
15
JP Morgan Chase
New York
$47.7M -$4.11M -84,303 -8%
AC
16
Apella Capital
Connecticut
$46.1M +$6.53M +134,093 +16%
UBS Group
17
UBS Group
Switzerland
$45.6M -$180K -3,687 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$45.2M +$3.58M +73,420 +9%
Bank of America
19
Bank of America
North Carolina
$44.6M -$3.75M -76,907 -8%
LPL Financial
20
LPL Financial
California
$42.9M +$970K +19,919 +2%
MW
21
MBL Wealth
North Carolina
$40.5M +$2.94M +60,258 +8%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$35.9M +$9.02M +185,134 +33%
Ameriprise
23
Ameriprise
Minnesota
$35.4M +$1.12M +23,032 +3%
Wells Fargo
24
Wells Fargo
California
$33.2M +$721K +14,796 +2%
FIA
25
FPC Investment Advisory
California
$31.7M +$2.35M +48,206 +8%