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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
PAI
26
Pittenger & Anderson Inc
Nebraska
$27.7M +$1.83M +37,459 +7%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$27.1M +$6.57M +134,574 +32%
CMP
28
Courage Miller Partners
Virginia
$26.9M +$99.6K +2,042 +0.4%
CL
29
CIM LLC
New York
$26.9M +$894K +18,330 +3%
Goldman Sachs
30
Goldman Sachs
New York
$26.9M +$4.42M +90,674 +20%
GWM
31
Geneos Wealth Management
Colorado
$26.6M +$1.55M +31,799 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$25.9M -$204K -4,181 -0.8%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.2M +$2.7M +55,318 +12%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$25M -$1.03M -21,037 -4%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$21.8M +$2.92M +59,746 +15%
BPA
36
Beacon Pointe Advisors
California
$21.2M +$1.12M +22,903 +6%
OWA
37
Opal Wealth Advisors
New York
$19.7M +$671K +13,755 +4%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$18.8M +$3.22M +65,996 +21%
IF
39
IRON Financial
Illinois
$16.4M -$524K -10,741 -3%
WMR
40
Wealth Management Resources
Rhode Island
$16M -$756K -15,493 -4%
DC
41
Dorval Corp
Minnesota
$15.3M +$499K +10,224 +3%
OFG
42
Omega Financial Group
California
$14.8M +$812K +16,647 +6%
ARA
43
Alexander Randolph Advisory
Virginia
$14.4M +$514K +10,541 +4%
BFA
44
Buttonwood Financial Advisors
Maryland
$13.7M +$907K +18,577 +7%
BWM
45
Boyd Wealth Management
California
$13.2M +$13.2M +270,731 New
CIP
46
Capital Insight Partners
Arizona
$13.1M -$1.29M -26,525 -9%
BCI
47
Brinker Capital Investments
Pennsylvania
$13M +$91.2K +1,868 +0.7%
AWC
48
Abundance Wealth Counselors
Pennsylvania
$11.5M -$134K -2,748 -1%
FAI
49
Fiduciary Advisors Inc
Missouri
$11.1M +$1.42M +29,088 +15%
WFAG
50
Wescott Financial Advisory Group
Pennsylvania
$10.6M +$987K +20,233 +10%