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
AG
376
AmeriFlex Group
Nevada
$2.33K -$2.25K -46 -49%
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$1.56K
OFG
378
Oxford Financial Group
Indiana
$1.36K
CPG
379
Cornerstone Planning Group
New Jersey
$1.12K
TRCT
380
Tower Research Capital (TRC)
New York
$1.12K +$1.12K +23 New
MWA
381
Medallion Wealth Advisors
Connecticut
$780
MEG
382
Millstone Evans Group
Colorado
$780
CIA
383
Cape Investment Advisory
Georgia
$718 -$49 -1 -6%
HWM
384
HighMark Wealth Management
Minnesota
$682
GI
385
GAMMA Investing
California
$488 +$488 +10 New
AWA
386
American Wealth Advisors
Georgia
$367 +$49 +1 +14%
GWSA
387
Global Wealth Strategies & Associates
Colorado
$205
WWM
388
Wolff Wiese Magana
California
$147
Russell Investments Group
389
Russell Investments Group
United Kingdom
$98 -$6.28M -128,697 -100%
HNB
390
Huntington National Bank
Ohio
$49
BA
391
Blueline Advisors
New Hampshire
$47 +$49 +1 New
KFP
392
KMG Fiduciary Partners
Ohio
-$1.66M -34,086 Closed
TFM
393
TFC Financial Management
Massachusetts
-$945K -19,350 Closed
IWC
394
Integrated Wealth Concepts
Massachusetts
-$915K -18,735 Closed
PAS
395
Park Avenue Securities
New York
-$636K -13,028 Closed
NCM
396
Northwest Capital Management
Oregon
-$520K -10,655 Closed
NFSG
397
Newbridge Financial Services Group
Florida
-$414K -8,473 Closed
HP
398
Holistic Planning
Texas
-$346K -7,086 Closed
FBT
399
First Bankers Trust
Kentucky
-$332K -6,794 Closed
TFP
400
TrueWealth Financial Partners
Washington
-$319K -6,524 Closed