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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
CIA
301
Concurrent Investment Advisors
Florida
$221K +$10.1K +206 +5%
BFA
302
Beaumont Financial Advisors
Massachusetts
$220K +$2.78K +57 +1%
HCM
303
Hudson Capital Management
New Jersey
$214K -$4.05K -83 -2%
HIC
304
Holderness Investments Company
North Carolina
$213K
FZCM
305
Flynn Zito Capital Management
New York
$213K +$1.07K +22 +0.5%
KFI
306
Key Financial Inc
Pennsylvania
$213K +$878 +18 +0.4%
FHC
307
First Heartland Consultants
Missouri
$212K -$2.68K -55 -1%
ZF
308
Zhang Financial
Michigan
$210K +$586 +12 +0.3%
AssetMark Inc
309
AssetMark Inc
California
$200K +$82.9K +1,698 +71%
BL
310
BFSG LLC
California
$174K +$18.1K +371 +12%
MCM
311
MidAtlantic Capital Management
Virginia
$171K +$171K +3,501 New
CT
312
Colonial Trust
South Carolina
$168K -$292K -5,989 -63%
FWP
313
FAS Wealth Partners
Kansas
$160K -$2.29K -47 -1%
AWM
314
AE Wealth Management
Kansas
$137K +$91.1K +1,867 +198%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$136K -$1.32K -27 -1%
PA
316
Parallel Advisors
California
$130K +$49 +1 +0%
MCP
317
Miller Capital Partners
Michigan
$128K +$129K +2,635 New
WP
318
WealthShield Partners
North Carolina
$127K -$55.9K -1,145 -31%
KFO
319
Kopp Family Office
Minnesota
$106K
SNB
320
Security National Bank
Nebraska
$106K
BT
321
Banque Transatlantique
France
$104K +$33.4K +684 +47%
FHA
322
Flagship Harbor Advisors
Massachusetts
$103K +$103K +2,110 New
CBT
323
Crews Bank & Trust
Florida
$97.8K +$6.2K +127 +7%
DI
324
DAGCO Inc
Ohio
$97K +$97.1K +1,990 New
SAM
325
Smartleaf Asset Management
Massachusetts
$85.4K +$488 +10 +0.6%