We are live on ! Find out more
ISTB icon

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
CTWM
326
Cherry Tree Wealth Management
Minnesota
$84.9K -$244 -5 -0.3%
RIL
327
Rothschild Investment LLC
Illinois
$82.6K
VNA
328
Valley National Advisers
Pennsylvania
$80K -$87.3K -1,788 -52%
MCA
329
Midwest Capital Advisors
Michigan
$75.6K +$1.02K +21 +1%
Deutsche Bank
330
Deutsche Bank
Germany
$75.4K
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.3K
AIC
332
Archer Investment Corporation
Indiana
$54.1K
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$53.6K +$53.7K +1,100 New
WWM
334
Woodside Wealth Management
Massachusetts
$52K +$2.68K +55 +5%
BWL
335
Bogart Wealth LLC
Virginia
$48.4K
RF
336
Rossby Financial
Florida
$48.1K +$14.2K +290 +42%
SWM
337
Spire Wealth Management
Virginia
$39K +$10.6K +218 +37%
CIBC Private Wealth Group
338
CIBC Private Wealth Group
Georgia
$38.2K
NS
339
NBC Securities
Alabama
$37K
CFB
340
Cullen/Frost Bankers
Texas
$34.8K +$488 +10 +1%
GSWM
341
Golden State Wealth Management
California
$33K +$244 +5 +0.7%
LAMC
342
Longview Asset Management (California)
California
$30.2K
Franklin Resources
343
Franklin Resources
California
$28K
GJIA
344
Glass Jacobson Investment Advisors
Maryland
$26.3K
PP
345
Pacifica Partners
Canada
$24.9K
IA
346
IFP Advisors
Florida
$23.5K
CFO
347
CVA Family Office
Colorado
$21.7K
SAG
348
SageView Advisory Group
California
$21.4K +$21.4K +439 New
AA
349
Ancora Advisors
Ohio
$21.2K
RFA
350
Reyes Financial Architecture
California
$20.7K