We are live on ! Find out more
ISTB icon

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
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K
IWC
277
Infinity Wealth Counsel
Ohio
$247K -$24.3K -500 -9%
WFL
278
Wealth Forward LLC
North Dakota
$246K
ACA
279
Affinity Capital Advisors
California
$244K -$9.83K -202 -4%
KWM
280
Kingsview Wealth Management
Oregon
$235K +$234K +4,816 New
TWM
281
Tanager Wealth Management
United Kingdom
$234K +$233K +4,789 New
APP
282
Avantax Planning Partners
Iowa
$233K
AWM
283
Aries Wealth Management
Maine
$231K +$230K +4,734 New
DACG
284
Donor Advised Charitable Giving
California
$229K -$506K -10,395 -69%
PCIA
285
Prime Capital Investment Advisors
Kansas
$224K
WA
286
Wealth Architects
California
$222K
PIMG
287
Patriot Investment Management Group
Tennessee
$221K +$1.31K +27 +0.6%
HCM
288
Hudson Capital Management
New Jersey
$219K -$9.58K -197 -4%
BFA
289
Beaumont Financial Advisors
Massachusetts
$218K +$2.09K +43 +1%
AT
290
American Trust
Kentucky
$217K +$217K +4,451 New
FHC
291
First Heartland Consultants
Missouri
$215K +$214K +4,398 New
HIC
292
Holderness Investments Company
North Carolina
$214K
FZCM
293
Flynn Zito Capital Management
New York
$212K -$9.78K -201 -4%
KFI
294
Key Financial Inc
Pennsylvania
$212K
CIA
295
Concurrent Investment Advisors
Florida
$211K +$3.31K +68 +2%
ZF
296
Zhang Financial
Michigan
$210K +$209K +4,299 New
SGCA
297
Steel Grove Capital Advisors
Tennessee
$209K
SC
298
Savant Capital
Illinois
$206K -$32.7K -673 -14%
PI
299
PFG Investments
New York
$206K +$205K +4,218 New
SC
300
Summa Corp
Texas
$205K