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iShares Core 1-5 Year USD Bond ETF

380 hedge funds and large institutions have $3.14B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 164 increasing their positions, 123 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 123

1.23% more ownership

Funds ownership: 67.74%68.96% (+1.2%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $3.06B → $3.14B (+$80.5M)

1% less funds holding

Funds holding: 383380 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

18% less call options, than puts

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

Holders
380
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
4.99%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
29
Increased
164
Reduced
123
Closed
27
Calls
$640K
Puts
$781K
Net Calls
-$141K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
226
Burkett Financial Services
South Carolina
$474K +$363K +7,458 +332%
CPIG
227
Chicago Partners Investment Group
Illinois
$468K -$23.5K -484 -5%
Comerica Bank
228
Comerica Bank
Texas
$465K +$1.8K +37 +0.4%
CT
229
Colonial Trust
South Carolina
$461K -$21.9K -450 -5%
TAM
230
Tocqueville Asset Management
New York
$459K
AFG
231
Atomi Financial Group
New York
$443K +$218K +4,474 +97%
OCM
232
Osterweis Capital Management
California
$440K
P
233
&Partners
Tennessee
$438K -$422K -8,670 -49%
LCWP
234
Legacy Capital Wealth Partners
Arkansas
$433K
Envestnet Portfolio Solutions
235
Envestnet Portfolio Solutions
Illinois
$417K +$39.6K +814 +11%
NFSG
236
Newbridge Financial Services Group
Florida
$414K +$220K +4,518 +114%
ACP
237
Aviance Capital Partners
Florida
$403K +$2.14K +44 +0.5%
CL
238
Choreo LLC
Illinois
$397K -$697K -14,325 -64%
MCA
239
Magnolia Capital Advisors
Mississippi
$393K +$44.9K +923 +13%
GS
240
GTS Securities
New York
$381K +$380K +7,808 New
Cerity Partners
241
Cerity Partners
New York
$373K -$110K -2,267 -23%
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$365K -$55.5K -1,141 -13%
SHFA
243
SC&H Financial Advisors
Maryland
$358K -$1.99K -41 -0.6%
LFAS
244
Level Four Advisory Services
Texas
$357K -$26K -534 -7%
SOAMC
245
Spirit of America Management Corp
New York
$351K +$9.53K +196 +3%
GC
246
Garde Capital
Washington
$351K
HP
247
Holistic Planning
Texas
$346K +$1.9K +39 +0.6%
CTA
248
Colonial Trust Advisors
South Carolina
$338K -$150K -3,081 -31%
KLI
249
Kelman-Lazarov Inc
Tennessee
$338K +$3.5K +72 +1%
BTI
250
Blue Trust Inc
Georgia
$335K -$65.5K -1,346 -16%