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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
VFIC
276
Valley Forge Investment Consultants
Pennsylvania
$281K +$3.85K +79 +1%
SWA
277
SFMG Wealth Advisors
Texas
$279K +$21.8K +447 +8%
SJGA
278
Stephen J. Garry & Associates
New York
$275K
WKWM
279
Walter & Keenan Wealth Management
Indiana
$270K
ESB
280
Essex Savings Bank
Connecticut
$267K
PP
281
PFS Partners
New Jersey
$265K
CAM
282
Cidel Asset Management
Ontario, Canada
$264K
LI
283
LVZ Inc
Michigan
$264K -$57.2K -1,173 -18%
P
284
&Partners
Tennessee
$263K -$174K -3,561 -40%
HWM
285
Hohimer Wealth Management
Washington
$262K -$2.05K -42 -0.8%
KWM
286
Kingsview Wealth Management
Oregon
$256K +$21.1K +432 +9%
WPA
287
West Paces Advisors
Georgia
$249K +$249K +5,102 New
WFL
288
Wealth Forward LLC
North Dakota
$246K
SWM
289
Silverlake Wealth Management
Vermont
$245K -$6.2K -127 -2%
BPWM
290
BCS Private Wealth Management
New Jersey
$244K +$244K +5,000 New
IWC
291
Infinity Wealth Counsel
Ohio
$242K -$4.88K -100 -2%
CF
292
Centaurus Financial
California
$241K +$57.6K +1,180 +31%
RP
293
Rice Partnership
Hawaii
$236K +$41.9K +858 +22%
ACA
294
Affinity Capital Advisors
California
$236K -$8.35K -171 -3%
DACG
295
Donor Advised Charitable Giving
California
$229K
PIMG
296
Patriot Investment Management Group
Tennessee
$225K +$4.98K +102 +2%
PCIA
297
Prime Capital Investment Advisors
Kansas
$224K
APP
298
Avantax Planning Partners
Iowa
$222K -$9.96K -204 -4%
WA
299
Wealth Architects
California
$222K
SOAMC
300
Spirit of America Management Corp
New York
$221K -$131K -2,676 -37%