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iShares Core 1-5 Year USD Bond ETF

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Shares
Change %
SC
251
Stephens Consulting
Michigan
$348K -$56.3K -1,157 -14%
MCA
252
Magnolia Capital Advisors
Mississippi
$346K -$46.9K -963 -12%
HP
253
Holistic Planning
Texas
$343K +$343K +7,047 New
SOAMC
254
Spirit of America Management Corp
New York
$340K -$9.36K -193 -3%
KLI
255
Kelman-Lazarov Inc
Tennessee
$333K +$3.41K +70 +1%
FBT
256
First Bankers Trust
Kentucky
$331K +$54.7K +1,125 +20%
CKAIS
257
Christensen King & Associates Investment Services
Washington
$326K +$2.38K +49 +0.7%
LI
258
LVZ Inc
Michigan
$321K -$157K -3,219 -33%
IAIM
259
International Assets Investment Management
Florida
$320K -$204K -4,187 -39%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$318K +$318K +6,540 New
FCM
261
Family Capital Management
Michigan
$314K +$314K +6,454 New
CG
262
Curat Global
New Hampshire
$313K +$61.7K +1,269 +25%
FFA
263
Farther Finance Advisors
California
$309K +$248K +5,101 +405%
AWS
264
Atria Wealth Solutions
New York
$308K +$20.9K +430 +7%
PWH
265
Priebe Wealth Holdings
Minnesota
$297K
EWA
266
Elevate Wealth Advisory
Georgia
$296K +$243K +4,993 +456%
MCC
267
Money Concepts Capital
Florida
$292K
RCAG
268
Rehmann Capital Advisory Group
Michigan
$275K +$2.04K +42 +0.7%
SJGA
269
Stephen J. Garry & Associates
New York
$274K
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$271K +$3.5K +72 +1%
IWC
271
Infinity Wealth Counsel
Ohio
$270K -$9.73K -200 -3%
SHWM
272
Smith & Howard Wealth Management
Georgia
$270K
WKWM
273
Walter & Keenan Wealth Management
Indiana
$270K
HWM
274
Hohimer Wealth Management
Washington
$269K -$22.9K -470 -8%
ESB
275
Essex Savings Bank
Connecticut
$266K