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iShares Core 1-5 Year USD Bond ETF

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$9.47M -$558K -11,473 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$9.43M -$139K -2,850 -1%
PFM
53
Phillips Financial Management
Indiana
$9.2M -$323K -6,644 -3%
BFA
54
Buttonwood Financial Advisors
Maryland
$9.12M +$97.3K +1,999 +1%
FAI
55
Fiduciary Advisors Inc
Missouri
$9.01M +$513K +10,553 +6%
WFAG
56
Wescott Financial Advisory Group
Pennsylvania
$8.9M +$112K +2,310 +1%
FWM
57
Fonville Wealth Management
Virginia
$8.23M +$311K +6,391 +4%
MML Investors Services
58
MML Investors Services
Massachusetts
$8.21M +$1.44M +29,683 +21%
MFC
59
Morris Financial Concepts
South Carolina
$8.13M -$180K -3,710 -2%
CA
60
CGN Advisors
Kansas
$8.06M -$1.61M -33,066 -17%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$7.7M +$94K +1,932 +1%
CWM
62
Cranbrook Wealth Management
Michigan
$7.52M -$372K -7,641 -5%
Osaic Holdings
63
Osaic Holdings
Arizona
$7.45M -$600K -12,557 -7%
MCA
64
Maryland Capital Advisors
Maryland
$7.43M +$7.05M +144,820 +1,851%
CA
65
Clune & Associates
Illinois
$7.28M +$357K +7,338 +5%
HPM
66
Hoxton Planning & Management
West Virginia
$7.28M -$584 -12 -0%
KPWG
67
KFA Private Wealth Group
Virginia
$7.25M +$412K +8,460 +6%
SIAM
68
Sterling Investment Advisors (Missouri)
Missouri
$6.94M +$224K +4,610 +3%
AFG
69
Arkansas Financial Group
Arkansas
$6.62M -$330K -6,838 -5%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$6.6M -$104K -2,143 -2%
JWM
71
JGP Wealth Management
Oregon
$6.55M +$175K +3,587 +3%
BEAM
72
Baker Ellis Asset Management
Washington
$6.35M +$238K +4,900 +4%
PFT
73
Providence First Trust
Arizona
$6.35M +$97.3K +2,000 +2%
BC
74
Brio Consultants
California
$6.28M -$94.2K -1,937 -1%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.26M