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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
CT
351
Caldwell Trust
Florida
$20.5K +$20.5K +420 New
TFA
352
Transamerica Financial Advisors
Florida
$15.5K +$12.9K +265 +500%
OWP
353
ORG Wealth Partners
Texas
$15.3K
Citigroup
354
Citigroup
New York
$13.2K +$3.51K +72 +36%
RWM
355
Rialto Wealth Management
New York
$12.9K -$2K -41 -13%
BONH
356
Bank of New Hampshire
New Hampshire
$12.6K +$2.44K +50 +24%
GPI
357
General Partner Inc
Pennsylvania
$11.9K
FFO
358
Fortitude Family Office
Arizona
$10.4K +$10.4K +213 New
CA
359
CoreCap Advisors
Michigan
$10.1K -$25.1K -515 -71%
EWA
360
EverSource Wealth Advisors
Alabama
$9.75K +$146 +3 +2%
CAL
361
Capital Analysts LLC
Pennsylvania
$9K
HR
362
Howe & Rusling
New York
$7.65K +$7.66K +157 New
RFP
363
Root Financial Partners
California
$6.34K
BFS
364
Burkett Financial Services
South Carolina
$5.75K -$468K -9,585 -99%
DFA
365
DHJJ Financial Advisors
Illinois
$5.7K
FFA
366
Founders Financial Alliance
North Carolina
$5.26K
CT
367
Clearstead Trust
Maine
$4.88K
QCG
368
Quadrant Capital Group
Ohio
$4.88K
IIM
369
IFC & Insurance Marketing
California
$4K +$4.34K +89 New
FW
370
Fairway Wealth
Ohio
$3.9K +$3.9K +80 New
HI
371
Horizon Investments
North Carolina
$3.46K
CFD
372
Creative Financial Designs
Indiana
$3.12K
OP
373
ORG Partners
Indiana
$3.12K
S
374
SignatureFD
Georgia
$2.88K
FRA
375
Front Row Advisors
California
$2.44K