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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
AIC
326
Archer Investment Corporation
Indiana
$54.2K
S
327
Sachetta
Massachusetts
$52.5K
WWM
328
Woodside Wealth Management
Massachusetts
$49.4K +$2.72K +56 +6%
BWL
329
Bogart Wealth LLC
Virginia
$48.4K
AWM
330
AE Wealth Management
Kansas
$46K
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$38.3K +$243 +5 +0.6%
NS
332
NBC Securities
Alabama
$37.1K
CA
333
CoreCap Advisors
Michigan
$35.2K +$22.3K +458 +174%
CFB
334
Cullen/Frost Bankers
Texas
$34.4K +$341 +7 +1%
RF
335
Rossby Financial
Florida
$33.9K +$2.58K +53 +8%
GSWM
336
Golden State Wealth Management
California
$32.9K +$146 +3 +0.4%
LAMC
337
Longview Asset Management (California)
California
$30.2K
SWM
338
Spire Wealth Management
Virginia
$28.4K -$730 -15 -3%
Franklin Resources
339
Franklin Resources
California
$28.1K
GJIA
340
Glass Jacobson Investment Advisors
Maryland
$26.4K
GWSG
341
GPS Wealth Strategies Group
Colorado
$25.4K +$49 +1 +0.2%
PP
342
Pacifica Partners
Canada
$24.9K +$292 +6 +1%
IA
343
IFP Advisors
Florida
$23.6K -$292 -6 -1%
CFO
344
CVA Family Office
Colorado
$21.8K
AA
345
Ancora Advisors
Ohio
$21.2K +$6.96K +143 +49%
RFA
346
Reyes Financial Architecture
California
$20.7K
GFWA
347
Grey Fox Wealth Advisors
Delaware
$17.3K +$17.3K +355 New
HNB
348
Huntington National Bank
Ohio
$16.5K
OWP
349
ORG Wealth Partners
Texas
$15.3K
RA
350
Rise Advisors
New York
$15.2K +$146 +3 +1%