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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
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$9.65M +$716K +14,722 +8%
Creative Planning
52
Creative Planning
Kansas
$9.49M -$993K -20,418 -10%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$9.19M -$276K -5,678 -3%
PFM
54
Phillips Financial Management
Indiana
$8.81M -$419K -8,618 -5%
CA
55
CGN Advisors
Kansas
$8.76M +$671K +13,785 +8%
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$8.71M +$2.08M +42,658 +31%
Osaic Holdings
57
Osaic Holdings
Arizona
$8.65M -$466K -9,585 -5%
MML Investors Services
58
MML Investors Services
Massachusetts
$8.63M +$389K +7,990 +5%
MFC
59
Morris Financial Concepts
South Carolina
$8.62M +$452K +9,288 +6%
CA
60
Clune & Associates
Illinois
$8.38M +$1.07M +21,938 +15%
MCA
61
Maryland Capital Advisors
Maryland
$8.29M +$829K +17,040 +11%
IFA
62
Independence Financial Advisors
New Hampshire
$7.41M -$5.84M -120,132 -44%
CWM
63
Cranbrook Wealth Management
Michigan
$7.38M -$168K -3,459 -2%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$7.22M +$3.98M +81,731 +123%
GCG
65
Gilbert Capital Group
Maine
$6.93M +$155K +3,192 +2%
KeyBank National Association
66
KeyBank National Association
Ohio
$6.74M +$1.13M +23,215 +20%
SIAM
67
Sterling Investment Advisors (Missouri)
Missouri
$6.73M -$238K -4,894 -3%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$6.67M -$1.06M -21,695 -14%
KPWG
69
KFA Private Wealth Group
Virginia
$6.61M -$658K -13,518 -9%
BEAM
70
Baker Ellis Asset Management
Washington
$6.58M +$196K +4,030 +3%
JWM
71
JGP Wealth Management
Oregon
$6.4M -$167K -3,435 -3%
PS
72
Principal Securities
Iowa
$6.38M +$806K +16,561 +15%
PFT
73
Providence First Trust
Arizona
$6.38M
VFA
74
Values First Advisors
Tennessee
$6.37M +$134K +2,749 +2%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.29M