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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 %
PP
276
PFS Partners
New Jersey
$264K
CAM
277
Cidel Asset Management
Ontario, Canada
$264K
RW
278
Rede Wealth
Virginia
$263K -$20.6K -424 -7%
Corient Private Wealth
279
Corient Private Wealth
Florida
$261K +$261K +5,368 New
ACA
280
Affinity Capital Advisors
California
$254K -$69.1K -1,420 -21%
SWA
281
SFMG Wealth Advisors
Texas
$253K +$11.3K +233 +5%
WIA
282
World Investment Advisors
California
$250K +$16.1K +330 +7%
WFL
283
Wealth Forward LLC
North Dakota
$245K
SWM
284
SigFig Wealth Management
California
$245K +$245K +5,037 New
BPWM
285
BCS Private Wealth Management
New Jersey
$243K +$243K +5,000 New
SWM
286
Silverlake Wealth Management
Vermont
$240K +$240K +4,930 New
SC
287
Savant Capital
Illinois
$238K +$31.7K +651 +15%
APP
288
Avantax Planning Partners
Iowa
$232K -$22K -452 -9%
HCM
289
Hudson Capital Management
New Jersey
$227K +$1.56K +32 +0.7%
AFG
290
Atomi Financial Group
New York
$224K +$224K +4,604 New
PCIA
291
Prime Capital Investment Advisors
Kansas
$223K +$9.68K +199 +5%
FZCM
292
Flynn Zito Capital Management
New York
$221K -$48.3K -992 -18%
WA
293
Wealth Architects
California
$221K -$125K -2,562 -36%
PIMG
294
Patriot Investment Management Group
Tennessee
$218K -$20.9K -430 -9%
WCG
295
Weaver Consulting Group
California
$217K +$217K +4,470 New
XT
296
XTX Topco
Cayman Islands
$217K +$217K +4,452 New
BFA
297
Beaumont Financial Advisors
Massachusetts
$215K +$2K +41 +0.9%
HIC
298
Holderness Investments Company
North Carolina
$213K
KFI
299
Key Financial Inc
Pennsylvania
$212K
SGCA
300
Steel Grove Capital Advisors
Tennessee
$209K