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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
RP
301
Rice Partnership
Hawaii
$195K +$8.56K +176 +5%
CF
302
Centaurus Financial
California
$184K +$12.9K +265 +8%
WP
303
WealthShield Partners
North Carolina
$183K -$7.64K -157 -4%
VNA
304
Valley National Advisers
Pennsylvania
$167K +$243 +5 +0.1%
FWP
305
FAS Wealth Partners
Kansas
$162K +$146 +3 +0.1%
BL
306
BFSG LLC
California
$156K +$10.7K +219 +7%
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$138K +$138K +2,829 New
Fidelity Investments
308
Fidelity Investments
Massachusetts
$138K -$36.9K -759 -21%
PA
309
Parallel Advisors
California
$130K +$49 +1 +0%
AssetMark Inc
310
AssetMark Inc
California
$118K +$32.1K +659 +38%
CI
311
CX Institutional
Indiana
$117K +$389 +8 +0.3%
KFO
312
Kopp Family Office
Minnesota
$106K
SNB
313
Security National Bank
Nebraska
$106K -$92.2K -1,896 -47%
SIC
314
Salem Investment Counselors
North Carolina
$96.2K
CIR
315
Clear Investment Research
Georgia
$94.5K +$97 +2 +0.1%
CBT
316
Crews Bank & Trust
Florida
$91.8K
CTWM
317
Cherry Tree Wealth Management
Minnesota
$85.3K -$5.98K -123 -7%
SAM
318
Smartleaf Asset Management
Massachusetts
$85K -$580K -11,916 -87%
TC
319
Truvestments Capital
Florida
$83.7K +$83.4K +1,714 New
RIL
320
Rothschild Investment LLC
Illinois
$82.8K +$24.3K +500 +42%
Deutsche Bank
321
Deutsche Bank
Germany
$75.6K
MCA
322
Midwest Capital Advisors
Michigan
$74.7K -$42.8K -879 -37%
BT
323
Banque Transatlantique
France
$70.4K
AAS
324
Ameritas Advisory Services
Nebraska
$65K -$472K -9,713 -88%
FDCDDQ
325
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.4K