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iShares Core 1-5 Year USD Bond ETF

377 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, 163 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 380377 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

18% less call options, than puts

Call options by funds: $640K | Put options by funds: $781K

Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$640K
Puts
$781K
Net Calls
Net Calls Change

Top Buyers

1 +$38.8M
2 +$20.6M
3 +$15.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.45M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
51
Wescott Financial Advisory Group
Pennsylvania
$9.65M
Creative Planning
52
Creative Planning
Kansas
$9.49M
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$9.19M
PFM
54
Phillips Financial Management
Indiana
$8.81M
CA
55
CGN Advisors
Kansas
$8.76M
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$8.71M
Osaic Holdings
57
Osaic Holdings
Arizona
$8.65M
MML Investors Services
58
MML Investors Services
Massachusetts
$8.63M
MFC
59
Morris Financial Concepts
South Carolina
$8.62M
CA
60
Clune & Associates
Illinois
$8.38M
MCA
61
Maryland Capital Advisors
Maryland
$8.29M
IFA
62
Independence Financial Advisors
New Hampshire
$7.41M
CWM
63
Cranbrook Wealth Management
Michigan
$7.38M
FPAS
64
Focus Partners Advisor Solutions
Missouri
$7.22M
GCG
65
Gilbert Capital Group
Maine
$6.93M
KeyBank National Association
66
KeyBank National Association
Ohio
$6.74M
SIAM
67
Sterling Investment Advisors (Missouri)
Missouri
$6.73M
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$6.67M
KPWG
69
KFA Private Wealth Group
Virginia
$6.61M
BEAM
70
Baker Ellis Asset Management
Washington
$6.58M
JWM
71
JGP Wealth Management
Oregon
$6.4M
PS
72
Principal Securities
Iowa
$6.38M
PFT
73
Providence First Trust
Arizona
$6.38M
VFA
74
Values First Advisors
Tennessee
$6.37M
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.29M