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iShares Core 1-5 Year USD Bond ETF

371 hedge funds and large institutions have $3.12B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 380371 (-9)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

18% less call options, than puts

Call options by funds: $640K | Put options by funds: $781K

Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$640K
Puts
$781K
Net Calls
Net Calls Change

Top Buyers

1 +$38.8M
2 +$20.6M
3 +$15.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.45M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
226
Tocqueville Asset Management
New York
$459K
AFG
227
Atomi Financial Group
New York
$443K
OCM
228
Osterweis Capital Management
California
$440K
P
229
&Partners
Tennessee
$438K
LCWP
230
Legacy Capital Wealth Partners
Arkansas
$433K
Envestnet Portfolio Solutions
231
Envestnet Portfolio Solutions
Illinois
$417K
NFSG
232
Newbridge Financial Services Group
Florida
$414K
ACP
233
Aviance Capital Partners
Florida
$403K
CL
234
Choreo LLC
Illinois
$397K
MCA
235
Magnolia Capital Advisors
Mississippi
$393K
GS
236
GTS Securities
New York
$381K
Cerity Partners
237
Cerity Partners
New York
$373K
OHWP
238
Oak Harbor Wealth Partners
North Carolina
$365K
SHFA
239
SC&H Financial Advisors
Maryland
$358K
LFAS
240
Level Four Advisory Services
Texas
$357K
SOAMC
241
Spirit of America Management Corp
New York
$351K
HP
242
Holistic Planning
Texas
$346K
CTA
243
Colonial Trust Advisors
South Carolina
$338K
KLI
244
Kelman-Lazarov Inc
Tennessee
$338K
BTI
245
Blue Trust Inc
Georgia
$335K
WCG
246
Weaver Consulting Group
California
$335K
FBT
247
First Bankers Trust
Kentucky
$332K
CKAIS
248
Christensen King & Associates Investment Services
Washington
$330K
FFA
249
Farther Finance Advisors
California
$324K
LI
250
LVZ Inc
Michigan
$322K