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iShares Core 1-5 Year USD Bond ETF

381 hedge funds and large institutions have $3.26B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 170 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
37
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lakeridge Wealth Management
Ohio
$10.3M
FWM
52
Fonville Wealth Management
Virginia
$10M
CA
53
Clune & Associates
Illinois
$9.82M
MML Investors Services
54
MML Investors Services
Massachusetts
$9.17M
CA
55
CGN Advisors
Kansas
$8.9M
MFC
56
Morris Financial Concepts
South Carolina
$8.85M
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$8.71M
HPM
58
Hoxton Planning & Management
West Virginia
$8.69M
CAG
59
Crestwood Advisors Group
Massachusetts
$8.64M
Osaic Holdings
60
Osaic Holdings
Arizona
$8.41M
PFM
61
Phillips Financial Management
Indiana
$8.35M
SFP
62
Strategic Financial Partners
Oregon
$8M
KeyBank National Association
63
KeyBank National Association
Ohio
$7.96M
MCA
64
Maryland Capital Advisors
Maryland
$7.95M
KPWG
65
KFA Private Wealth Group
Virginia
$7.77M
Creative Planning
66
Creative Planning
Kansas
$7.75M
IFA
67
Independence Financial Advisors
New Hampshire
$7.51M
GCG
68
Gilbert Capital Group
Maine
$7.22M
CWM
69
Cranbrook Wealth Management
Michigan
$7.17M
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$7M
JWM
71
JGP Wealth Management
Oregon
$6.97M
SIAM
72
Sterling Investment Advisors (Missouri)
Missouri
$6.76M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$6.75M
VFA
74
Values First Advisors
Tennessee
$6.69M
BEAM
75
Baker Ellis Asset Management
Washington
$6.68M