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iShares Core 1-5 Year USD Bond ETF

393 hedge funds and large institutions have $3.5B invested in iShares Core 1-5 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 178 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 107

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

2.68% more ownership

Funds ownership: 70%72.69% (+2.7%)

1% more funds holding

Funds holding: 388393 (+5)

5% more capital invested

Capital invested by funds: $3.34B → $3.5B (+$151M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
393
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
4.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.47%
New
46
Increased
178
Reduced
107
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
-$729K -14,961 Closed
CW
402
CreativeOne Wealth
Kansas
-$564K -11,560 Closed
IC
403
IEQ Capital
California
-$538K -11,042 Closed
AFG
404
Atomi Financial Group
New York
-$389K -7,977 Closed
Cerity Partners
405
Cerity Partners
New York
-$357K -7,329 Closed
GS
406
GTS Securities
New York
-$352K -7,217 Closed
CG
407
Curat Global
New Hampshire
-$316K -6,477 Closed
SG
408
StoneX Group
New York
-$306K -6,281 Closed
VFIC
409
Valley Forge Investment Consultants
Pennsylvania
-$281K -5,769 Closed
APP
410
Avantax Planning Partners
Iowa
-$222K -4,563 Closed
WA
411
Wealth Architects
California
-$222K -4,546 Closed
CIA
412
Concurrent Investment Advisors
Florida
-$221K -4,530 Closed
HIC
413
Holderness Investments Company
North Carolina
-$213K -4,379 Closed
FZCM
414
Flynn Zito Capital Management
New York
-$213K -4,373 Closed
KFI
415
Key Financial Inc
Pennsylvania
-$213K -4,369 Closed
Deutsche Bank
416
Deutsche Bank
Germany
-$75.4K -1,547 Closed
WWM
417
Woodside Wealth Management
Massachusetts
-$52K -1,067 Closed
FFO
418
Fortitude Family Office
Arizona
-$10.4K -213 Closed
HR
419
Howe & Rusling
New York
-$7.65K -157 Closed
RFP
420
Root Financial Partners
California
-$6.34K -130 Closed
IIM
421
IFC & Insurance Marketing
California
-$4K -89 Closed
FW
422
Fairway Wealth
Ohio
-$3.9K -80 Closed
CFD
423
Creative Financial Designs
Indiana
-$3.12K -64 Closed
TRCT
424
Tower Research Capital (TRC)
New York
-$1.12K -23 Closed
CIA
425
Cape Investment Advisory
Georgia
-$718 -15 Closed