We are live on ! Find out more
ISTB icon

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
SHFA
251
SC&H Financial Advisors
Maryland
$359K +$1.31K +27 +0.4%
WIA
252
World Investment Advisors
California
$359K -$37.2K -764 -9%
SPC
253
Sigma Planning Corp
Michigan
$349K +$20.8K +426 +6%
GC
254
Garde Capital
Washington
$348K
LFAS
255
Level Four Advisory Services
Texas
$348K +$49 +1 +0%
PFS
256
Prospera Financial Services
Texas
$347K -$7.16K -147 -2%
SF
257
Summit Financial
New Jersey
$346K -$7.21K -148 -2%
OCA
258
OpenArc Corporate Advisory
Georgia
$345K
KLI
259
Kelman-Lazarov Inc
Tennessee
$343K +$2.39K +49 +0.7%
PP
260
Pearl Planning
Michigan
$334K
OL
261
Optas LLC
Texas
$328K +$329K +6,760 New
HCM
262
Hudson Capital Management
New Jersey
$324K +$112K +2,296 +52%
LWM
263
Level Wealth Management
North Carolina
$318K
CTA
264
Colonial Trust Advisors
South Carolina
$318K +$7.7K +158 +2%
HAM
265
Harmony Asset Management
Arizona
$318K +$319K +6,552 New
TFP
266
TrueWealth Financial Partners
Washington
$316K +$318K +6,524 New
SWA
267
SFMG Wealth Advisors
Texas
$311K +$33.5K +687 +12%
GPA
268
Guidance Point Advisors
Massachusetts
$309K +$20.9K +429 +7%
IAIM
269
International Assets Investment Management
Florida
$305K +$97 +2 +0%
RCAG
270
Rehmann Capital Advisory Group
Michigan
$302K +$1.36K +28 +0.5%
EWA
271
Elevate Wealth Advisory
Georgia
$299K +$3.17K +65 +1%
SIA
272
SeaBridge Investment Advisors
New Jersey
$298K
CKAIS
273
Christensen King & Associates Investment Services
Washington
$294K -$8.57K -176 -3%
PAS
274
Parsonex Advisory Services
Colorado
$290K -$8.53K -175 -3%
BTI
275
Blue Trust Inc
Georgia
$286K -$16.6K -341 -5%