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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
IWC
276
Infinity Wealth Counsel
Ohio
$247K
WFL
277
Wealth Forward LLC
North Dakota
$246K
ACA
278
Affinity Capital Advisors
California
$244K
KWM
279
Kingsview Wealth Management
Oregon
$235K
TWM
280
Tanager Wealth Management
United Kingdom
$234K
APP
281
Avantax Planning Partners
Iowa
$233K
AWM
282
Aries Wealth Management
Maine
$231K
DACG
283
Donor Advised Charitable Giving
California
$229K
PCIA
284
Prime Capital Investment Advisors
Kansas
$224K
WA
285
Wealth Architects
California
$222K
PIMG
286
Patriot Investment Management Group
Tennessee
$221K
HCM
287
Hudson Capital Management
New Jersey
$219K
BFA
288
Beaumont Financial Advisors
Massachusetts
$218K
AT
289
American Trust
Kentucky
$217K
FHC
290
First Heartland Consultants
Missouri
$215K
HIC
291
Holderness Investments Company
North Carolina
$214K
FZCM
292
Flynn Zito Capital Management
New York
$212K
KFI
293
Key Financial Inc
Pennsylvania
$212K
CIA
294
Concurrent Investment Advisors
Florida
$211K
ZF
295
Zhang Financial
Michigan
$210K
SGCA
296
Steel Grove Capital Advisors
Tennessee
$209K
SC
297
Savant Capital
Illinois
$206K
PI
298
PFG Investments
New York
$206K
SC
299
Summa Corp
Texas
$205K
RP
300
Rice Partnership
Hawaii
$195K