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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
EWA
51
EP Wealth Advisors
California
$12.9M +$13M +266,481 New
FAI
52
Fiduciary Advisors Inc
Missouri
$12.3M +$1.26M +25,853 +11%
AWC
53
Abundance Wealth Counselors
Pennsylvania
$11.9M +$534K +10,968 +5%
WFAG
54
Wescott Financial Advisory Group
Pennsylvania
$11.9M +$1.34M +27,487 +13%
LWM
55
Lakeridge Wealth Management
Ohio
$11.9M +$1.69M +34,704 +16%
BFA
56
Ballast Financial Advisors
Pennsylvania
$10.9M +$559K +11,477 +5%
FWM
57
Fonville Wealth Management
Virginia
$10.7M +$730K +14,991 +7%
SFP
58
Strategic Financial Partners
Oregon
$10.4M +$2.45M +50,243 +31%
CAG
59
Crestwood Advisors Group
Massachusetts
$9.74M +$1.17M +23,920 +14%
BCM
60
Becker Capital Management
Oregon
$9.73M +$9.78M +200,821 New
KeyBank National Association
61
KeyBank National Association
Ohio
$9.47M +$1.57M +32,210 +20%
MFC
62
Morris Financial Concepts
South Carolina
$9.16M +$364K +7,476 +4%
Osaic Holdings
63
Osaic Holdings
Arizona
$9.11M +$760K +15,609 +9%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$8.81M +$152K +3,112 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$8.8M +$2.1M +43,154 +31%
MML Investors Services
66
MML Investors Services
Massachusetts
$8.03M -$1.09M -22,342 -12%
HPM
67
Hoxton Planning & Management
West Virginia
$7.85M -$800K -16,415 -9%
KPWG
68
KFA Private Wealth Group
Virginia
$7.78M +$52.7K +1,081 +0.7%
Jane Street
69
Jane Street
New York
$7.61M +$6.78M +139,251 +787%
IFA
70
Independence Financial Advisors
New Hampshire
$7.57M +$107K +2,201 +1%
Creative Planning
71
Creative Planning
Kansas
$7.16M -$550K -11,283 -7%
JWM
72
JGP Wealth Management
Oregon
$7.13M +$208K +4,273 +3%
GCG
73
Gilbert Capital Group
Maine
$7.1M -$77.9K -1,599 -1%
CA
74
CGN Advisors
Kansas
$6.88M -$1.98M -40,563 -22%
SIAM
75
Sterling Investment Advisors (Missouri)
Missouri
$6.86M +$143K +2,942 +2%