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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
RWM
351
Rialto Wealth Management
New York
$14.9K -$1.54M -31,565 -99%
GPI
352
General Partner Inc
Pennsylvania
$12K
BONH
353
Bank of New Hampshire
New Hampshire
$10.2K
Citigroup
354
Citigroup
New York
$9.72K +$1.46K +30 +18%
EWA
355
EverSource Wealth Advisors
Alabama
$9.63K +$9.53K +196 +19,600%
CAL
356
Capital Analysts LLC
Pennsylvania
$9K
AFWM
357
Abich Financial Wealth Management
Virginia
$8.16K +$8.12K +167 New
RFP
358
Root Financial Partners
California
$6.35K +$6.32K +130 New
DFA
359
DHJJ Financial Advisors
Illinois
$5.71K +$5.69K +117 New
PA
360
Pineridge Advisors
Missouri
$5.46K +$49 +1 +0.9%
FFA
361
Founders Financial Alliance
North Carolina
$5.28K
CT
362
Clearstead Trust
Maine
$4.88K -$3.06K -63 -39%
QCG
363
Quadrant Capital Group
Ohio
$4.88K +$4.86K +100 New
AG
364
AmeriFlex Group
Nevada
$4.61K -$29.8K -612 -87%
HI
365
Horizon Investments
North Carolina
$3.44K
CFD
366
Creative Financial Designs
Indiana
$3.13K
OP
367
ORG Partners
Indiana
$3.12K
S
368
SignatureFD
Georgia
$2.88K +$2.87K +59 New
TFA
369
Transamerica Financial Advisors
Florida
$2.59K
FRA
370
Front Row Advisors
California
$2.44K
OCM
371
Orion Capital Management
California
$1.95K +$1.95K +40 New
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$1.56K
MCM
373
Manchester Capital Management
Vermont
$1.53K +$973 +20 +182%
OFG
374
Oxford Financial Group
Indiana
$1.37K +$1.36K +28 New
CPG
375
Cornerstone Planning Group
New Jersey
$1.12K +$1.12K +23 New