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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
CL
26
CIM LLC
New York
$26M -$1.47M -30,140 -5%
PAI
27
Pittenger & Anderson Inc
Nebraska
$25.9M +$2.18M +44,810 +9%
GWM
28
Geneos Wealth Management
Colorado
$25.1M +$500K +10,275 +2%
KOC
29
Koss-Olinger Consulting
Florida
$22.7M -$92.9K -1,910 -0.4%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.5M +$2.49M +51,171 +12%
Goldman Sachs
31
Goldman Sachs
New York
$22.5M +$9.41M +193,482 +73%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$20.6M +$20.5M +421,596 New
BPA
33
Beacon Pointe Advisors
California
$20.1M +$1.73M +35,523 +9%
OWA
34
Opal Wealth Advisors
New York
$19.1M +$379K +7,790 +2%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$18.9M +$1.16M +23,946 +7%
Ameriprise
36
Ameriprise
Minnesota
$17.6M -$7.46M -153,409 -30%
IF
37
IRON Financial
Illinois
$16.9M +$6.08M +125,045 +57%
WMR
38
Wealth Management Resources
Rhode Island
$16.8M +$598K +12,301 +4%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$15.6M +$2.52M +51,744 +19%
DC
40
Dorval Corp
Minnesota
$14.9M +$740K +15,214 +5%
CIP
41
Capital Insight Partners
Arizona
$14.4M -$192K -3,949 -1%
OFG
42
Omega Financial Group
California
$14M +$609K +12,510 +5%
ARA
43
Alexander Randolph Advisory
Virginia
$13.9M +$1.68M +34,478 +14%
Renaissance Technologies
44
Renaissance Technologies
New York
$13.3M -$6.49M -133,400 -33%
BCI
45
Brinker Capital Investments
Pennsylvania
$13M +$3.45M +71,009 +36%
BFA
46
Buttonwood Financial Advisors
Maryland
$12.8M +$3.66M +75,327 +40%
AWC
47
Abundance Wealth Counselors
Pennsylvania
$11.6M +$964K +19,824 +9%
LWM
48
Lakeridge Wealth Management
Ohio
$10.3M +$17.4K +357 +0.2%
FWM
49
Fonville Wealth Management
Virginia
$9.79M +$1.52M +31,245 +18%
FAI
50
Fiduciary Advisors Inc
Missouri
$9.7M +$645K +13,270 +7%