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iShares Core 1-5 Year USD Bond ETF

380 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 162 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$253K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
301
Key Financial Inc
Pennsylvania
$212K
SGCA
302
Steel Grove Capital Advisors
Tennessee
$209K
CIA
303
Concurrent Investment Advisors
Florida
$207K
IWM
304
IHT Wealth Management
Illinois
$206K
SC
305
Summa Corp
Texas
$204K
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$203K
WA
307
WBH Advisory
Maryland
$201K
SNB
308
Security National Bank
Nebraska
$198K
NFSG
309
Newbridge Financial Services Group
Florida
$192K
WP
310
WealthShield Partners
North Carolina
$190K
RP
311
Rice Partnership
Hawaii
$185K
Fidelity Investments
312
Fidelity Investments
Massachusetts
$174K
CF
313
Centaurus Financial
California
$170K
VNA
314
Valley National Advisers
Pennsylvania
$166K
FWP
315
FAS Wealth Partners
Kansas
$162K
BL
316
BFSG LLC
California
$145K
PA
317
Parallel Advisors
California
$129K
MCA
318
Midwest Capital Advisors
Michigan
$117K
CI
319
CX Institutional
Indiana
$116K
BFS
320
Burkett Financial Services
South Carolina
$109K
KFO
321
Kopp Family Office
Minnesota
$106K
SIC
322
Salem Investment Counselors
North Carolina
$95.8K
CIR
323
Clear Investment Research
Georgia
$94K
CBT
324
Crews Bank & Trust
Florida
$91.5K
CTWM
325
Cherry Tree Wealth Management
Minnesota
$90.9K