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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 172 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 113

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

6% more capital invested

Capital invested by funds: $3.14B → $3.34B (+$202M)

2% more funds holding

Funds holding: 380388 (+8)

1.04% more ownership

Funds ownership: 68.96%70% (+1%)

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
4.72%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.47%
New
40
Increased
172
Reduced
113
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
AlphaCore Capital
California
$590K -$40.5K -829 -6%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$567K +$6.15K +126 +1%
Truist Financial
228
Truist Financial
North Carolina
$565K +$28.7K +589 +5%
CW
229
CreativeOne Wealth
Kansas
$564K -$3.81K -78 -0.7%
William Blair & Company
230
William Blair & Company
Illinois
$552K -$46.2K -946 -8%
IC
231
IEQ Capital
California
$538K +$49 +1 +0%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$538K +$17K +349 +3%
MCA
233
Magnolia Capital Advisors
Mississippi
$532K +$140K +2,867 +36%
GFPC
234
Global Financial Private Client
Florida
$508K
CPIG
235
Chicago Partners Investment Group
Illinois
$507K +$40.7K +834 +9%
AIS
236
Accredited Investor Services
Minnesota
$482K
Comerica Bank
237
Comerica Bank
Texas
$464K
AAP
238
Arax Advisory Partners
Colorado
$461K +$462K +9,464 New
TAM
239
Tocqueville Asset Management
New York
$458K
CA
240
Calton & Associates
Florida
$458K +$458K +9,394 New
ACP
241
Aviance Capital Partners
Florida
$456K +$54.3K +1,113 +14%
HWM
242
HB Wealth Management
Georgia
$444K -$206K -4,219 -32%
OCM
243
Osterweis Capital Management
California
$439K
LCWP
244
Legacy Capital Wealth Partners
Arkansas
$432K
OHWP
245
Oak Harbor Wealth Partners
North Carolina
$405K +$40.7K +834 +11%
WIA
246
World Investment Advisors
California
$398K +$398K +8,165 New
AFG
247
Atomi Financial Group
New York
$389K -$53.7K -1,101 -12%
CL
248
Choreo LLC
Illinois
$387K -$10.2K -208 -3%
SWM
249
SigFig Wealth Management
California
$369K +$74.6K +1,528 +25%
SHFA
250
SC&H Financial Advisors
Maryland
$360K +$2.59K +53 +0.7%