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iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 172 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 113

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

6% more capital invested

Capital invested by funds: $3.14B → $3.34B (+$202M)

2% more funds holding

Funds holding: 380388 (+8)

1.04% more ownership

Funds ownership: 68.96%70% (+1%)

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
4.72%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.47%
New
40
Increased
172
Reduced
113
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
51
Ballast Financial Advisors
Pennsylvania
$10.4M +$10.4M +213,148 New
LWM
52
Lakeridge Wealth Management
Ohio
$10.3M +$3.22K +66 +0%
FWM
53
Fonville Wealth Management
Virginia
$10M +$232K +4,756 +2%
CA
54
Clune & Associates
Illinois
$9.82M +$1.45M +29,737 +17%
MML Investors Services
55
MML Investors Services
Massachusetts
$9.17M +$553K +11,328 +6%
CA
56
CGN Advisors
Kansas
$8.9M +$155K +3,179 +2%
MFC
57
Morris Financial Concepts
South Carolina
$8.85M +$242K +4,954 +3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$8.71M +$11.5K +236 +0.1%
HPM
59
Hoxton Planning & Management
West Virginia
$8.69M +$3.62M +74,192 +71%
CAG
60
Crestwood Advisors Group
Massachusetts
$8.64M +$2.94M +60,321 +52%
Osaic Holdings
61
Osaic Holdings
Arizona
$8.41M -$232K -4,749 -3%
PFM
62
Phillips Financial Management
Indiana
$8.35M -$444K -9,099 -5%
SFP
63
Strategic Financial Partners
Oregon
$8M +$8.01M +164,081 New
KeyBank National Association
64
KeyBank National Association
Ohio
$7.96M +$1.24M +25,375 +18%
MCA
65
Maryland Capital Advisors
Maryland
$7.95M -$324K -6,633 -4%
KPWG
66
KFA Private Wealth Group
Virginia
$7.77M +$1.17M +23,962 +18%
Creative Planning
67
Creative Planning
Kansas
$7.75M -$1.73M -35,416 -18%
IFA
68
Independence Financial Advisors
New Hampshire
$7.51M +$113K +2,319 +2%
A
69
Alongside
Texas
$7.48M +$7.49M +153,425 New
GCG
70
Gilbert Capital Group
Maine
$7.22M +$306K +6,262 +4%
CWM
71
Cranbrook Wealth Management
Michigan
$7.17M -$195K -4,000 -3%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$7M -$2.17M -44,488 -24%
JWM
73
JGP Wealth Management
Oregon
$6.97M +$573K +11,738 +9%
SIAM
74
Sterling Investment Advisors (Missouri)
Missouri
$6.76M +$44.8K +918 +0.7%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$6.75M +$86.4K +1,771 +1%