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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
CF
301
Centaurus Financial
California
$184K
WP
302
WealthShield Partners
North Carolina
$183K
VNA
303
Valley National Advisers
Pennsylvania
$167K
FWP
304
FAS Wealth Partners
Kansas
$162K
BL
305
BFSG LLC
California
$156K
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
$138K
Fidelity Investments
307
Fidelity Investments
Massachusetts
$138K
PA
308
Parallel Advisors
California
$130K
AssetMark Inc
309
AssetMark Inc
California
$118K
CI
310
CX Institutional
Indiana
$117K
KFO
311
Kopp Family Office
Minnesota
$106K
SNB
312
Security National Bank
Nebraska
$106K
SIC
313
Salem Investment Counselors
North Carolina
$96.2K
CIR
314
Clear Investment Research
Georgia
$94.5K
CBT
315
Crews Bank & Trust
Florida
$91.8K
CTWM
316
Cherry Tree Wealth Management
Minnesota
$85.3K
SAM
317
Smartleaf Asset Management
Massachusetts
$85K
TC
318
Truvestments Capital
Florida
$83.7K
RIL
319
Rothschild Investment LLC
Illinois
$82.8K
Deutsche Bank
320
Deutsche Bank
Germany
$75.6K
MCA
321
Midwest Capital Advisors
Michigan
$74.7K
BT
322
Banque Transatlantique
France
$70.4K
AAS
323
Ameritas Advisory Services
Nebraska
$65K
FDCDDQ
324
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.4K
AIC
325
Archer Investment Corporation
Indiana
$54.2K