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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
WCG
251
Weaver Consulting Group
California
$335K +$116K +2,380 +53%
FBT
252
First Bankers Trust
Kentucky
$332K
CKAIS
253
Christensen King & Associates Investment Services
Washington
$330K +$2.43K +50 +0.7%
FFA
254
Farther Finance Advisors
California
$324K +$13.1K +270 +4%
LI
255
LVZ Inc
Michigan
$322K -$146 -3 -0%
TFP
256
TrueWealth Financial Partners
Washington
$319K -$452K -9,282 -59%
IAIM
257
International Assets Investment Management
Florida
$319K
CG
258
Curat Global
New Hampshire
$315K +$730 +15 +0.2%
SPC
259
Sigma Planning Corp
Michigan
$314K +$313K +6,425 New
SF
260
Summit Financial
New Jersey
$301K -$219K -4,501 -42%
EWA
261
Elevate Wealth Advisory
Georgia
$298K +$778 +16 +0.3%
PAS
262
Parsonex Advisory Services
Colorado
$297K +$26.2K +538 +10%
SWM
263
SigFig Wealth Management
California
$295K +$48.7K +1,001 +20%
MCC
264
Money Concepts Capital
Florida
$293K
VFIC
265
Valley Forge Investment Consultants
Pennsylvania
$278K +$5.84K +120 +2%
SJGA
266
Stephen J. Garry & Associates
New York
$275K
RCAG
267
Rehmann Capital Advisory Group
Michigan
$274K -$1.95K -40 -0.7%
WKWM
268
Walter & Keenan Wealth Management
Indiana
$271K
ESB
269
Essex Savings Bank
Connecticut
$267K
PP
270
PFS Partners
New Jersey
$265K
CAM
271
Cidel Asset Management
Ontario, Canada
$265K
HWM
272
Hohimer Wealth Management
Washington
$265K -$4.86K -100 -2%
SWA
273
SFMG Wealth Advisors
Texas
$258K +$3.26K +67 +1%
GPA
274
Guidance Point Advisors
Massachusetts
$256K +$255K +5,245 New
SWM
275
Silverlake Wealth Management
Vermont
$252K +$11.2K +231 +5%