We are live on ! Find out more
ISTB icon

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
DWM
26
Destination Wealth Management
California
$30.7M +$969K +19,892 +3%
GWM
27
Geneos Wealth Management
Colorado
$28.2M +$1.77M +36,345 +7%
CMP
28
Courage Miller Partners
Virginia
$27.6M +$868K +17,826 +3%
JFGIW
29
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.1M +$2.08M +42,751 +8%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$27M +$2.14M +43,859 +9%
CL
31
CIM LLC
New York
$26.7M +$25.4K +522 +0.1%
PAI
32
Pittenger & Anderson Inc
Nebraska
$26.2M -$1.27M -26,119 -5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$25.4M -$302K -6,201 -1%
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$23.2M +$1.53M +31,449 +7%
BPA
35
Beacon Pointe Advisors
California
$21.8M +$753K +15,460 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$21.3M +$2.63M +53,926 +14%
OWA
37
Opal Wealth Advisors
New York
$20.2M +$584K +11,996 +3%
Citadel Advisors
38
Citadel Advisors
Florida
$20M +$18.2M +374,322 +961%
CWWM
39
Clear Wave Wealth Management
New Jersey
$20M +$20.1M +412,078 New
Goldman Sachs
40
Goldman Sachs
New York
$18.9M -$7.81M -160,406 -29%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$18M +$18.1M +371,376 New
IF
42
IRON Financial
Illinois
$16M -$236K -4,853 -1%
WMR
43
Wealth Management Resources
Rhode Island
$16M +$56.4K +1,158 +0.4%
OFG
44
Omega Financial Group
California
$15.8M +$1.11M +22,700 +7%
ARA
45
Alexander Randolph Advisory
Virginia
$15.3M +$942K +19,341 +7%
KOC
46
Koss-Olinger Consulting
Florida
$14.9M -$12.8M -261,966 -46%
BFA
47
Buttonwood Financial Advisors
Maryland
$14.5M +$821K +16,855 +6%
BCI
48
Brinker Capital Investments
Pennsylvania
$13.5M +$530K +10,873 +4%
BWM
49
Boyd Wealth Management
California
$13.5M +$347K +7,130 +3%
CA
50
Clune & Associates
Illinois
$13.3M +$3.54M +72,728 +36%