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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
Cerity Partners
251
Cerity Partners
New York
$357K -$14.6K -300 -4%
PFS
252
Prospera Financial Services
Texas
$357K -$1.75M -35,794 -83%
SF
253
Summit Financial
New Jersey
$355K +$55.1K +1,130 +18%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$353K +$215K +4,408 +156%
GS
255
GTS Securities
New York
$352K -$28.8K -591 -8%
GC
256
Garde Capital
Washington
$351K
LFAS
257
Level Four Advisory Services
Texas
$350K -$6.54K -134 -2%
OCA
258
OpenArc Corporate Advisory
Georgia
$347K +$347K +7,112 New
KLI
259
Kelman-Lazarov Inc
Tennessee
$342K +$4.73K +97 +1%
PP
260
Pearl Planning
Michigan
$336K +$336K +6,883 New
SPC
261
Sigma Planning Corp
Michigan
$331K +$17.6K +361 +6%
LWM
262
Level Wealth Management
North Carolina
$320K -$590K -12,100 -65%
CG
263
Curat Global
New Hampshire
$316K +$976 +20 +0.3%
CTA
264
Colonial Trust Advisors
South Carolina
$312K -$26K -532 -8%
IAIM
265
International Assets Investment Management
Florida
$308K -$12.7K -260 -4%
SG
266
StoneX Group
New York
$306K +$307K +6,281 New
BTI
267
Blue Trust Inc
Georgia
$305K -$29.7K -608 -9%
CKAIS
268
Christensen King & Associates Investment Services
Washington
$305K -$24.9K -511 -8%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$302K +$28.5K +584 +10%
PAS
270
Parsonex Advisory Services
Colorado
$300K +$2.98K +61 +1%
SIA
271
SeaBridge Investment Advisors
New Jersey
$300K +$300K +6,150 New
EWA
272
Elevate Wealth Advisory
Georgia
$298K
MCC
273
Money Concepts Capital
Florida
$292K
RW
274
Rede Wealth
Virginia
$292K +$292K +5,988 New
GPA
275
Guidance Point Advisors
Massachusetts
$290K +$33.7K +690 +13%