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iShares Core 1-5 Year USD Bond ETF

378 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, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 381378 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

18% less call options, than puts

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

Holders
378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$640K
Puts
$781K
Net Calls
Net Calls Change

Top Buyers

1 +$38.6M
2 +$20.5M
3 +$15.4M
4
Goldman Sachs
Goldman Sachs
New York
+$9.41M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.39M

Top Sellers

1 -$23.6M
2 -$11.2M
3 -$9.81M
4
LWA
Lineweaver Wealth Advisors
Ohio
-$9.79M
5
Citadel Advisors
Citadel Advisors
Florida
-$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
251
First Bankers Trust
Kentucky
$332K
CKAIS
252
Christensen King & Associates Investment Services
Washington
$330K
FFA
253
Farther Finance Advisors
California
$324K
LI
254
LVZ Inc
Michigan
$322K
TFP
255
TrueWealth Financial Partners
Washington
$319K
IAIM
256
International Assets Investment Management
Florida
$319K
CG
257
Curat Global
New Hampshire
$315K
SPC
258
Sigma Planning Corp
Michigan
$314K
SF
259
Summit Financial
New Jersey
$301K
EWA
260
Elevate Wealth Advisory
Georgia
$298K
PAS
261
Parsonex Advisory Services
Colorado
$297K
SWM
262
SigFig Wealth Management
California
$295K
MCC
263
Money Concepts Capital
Florida
$293K
VFIC
264
Valley Forge Investment Consultants
Pennsylvania
$278K
SJGA
265
Stephen J. Garry & Associates
New York
$275K
RCAG
266
Rehmann Capital Advisory Group
Michigan
$274K
WKWM
267
Walter & Keenan Wealth Management
Indiana
$271K
ESB
268
Essex Savings Bank
Connecticut
$267K
PP
269
PFS Partners
New Jersey
$265K
CAM
270
Cidel Asset Management
Ontario, Canada
$265K
HWM
271
Hohimer Wealth Management
Washington
$265K
SWA
272
SFMG Wealth Advisors
Texas
$258K
GPA
273
Guidance Point Advisors
Massachusetts
$256K
SWM
274
Silverlake Wealth Management
Vermont
$252K
PFPT
275
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K