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iShares Core 1-5 Year USD Bond ETF

385 hedge funds and large institutions have $3.33B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 172 increasing their positions, 112 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
38
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
BFA
51
Ballast Financial Advisors
Pennsylvania
$10.4M
LWM
52
Lakeridge Wealth Management
Ohio
$10.3M
FWM
53
Fonville Wealth Management
Virginia
$10M
CA
54
Clune & Associates
Illinois
$9.82M
MML Investors Services
55
MML Investors Services
Massachusetts
$9.17M
CA
56
CGN Advisors
Kansas
$8.9M
MFC
57
Morris Financial Concepts
South Carolina
$8.85M
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$8.71M
HPM
59
Hoxton Planning & Management
West Virginia
$8.69M
CAG
60
Crestwood Advisors Group
Massachusetts
$8.64M
Osaic Holdings
61
Osaic Holdings
Arizona
$8.41M
PFM
62
Phillips Financial Management
Indiana
$8.35M
SFP
63
Strategic Financial Partners
Oregon
$8M
KeyBank National Association
64
KeyBank National Association
Ohio
$7.96M
MCA
65
Maryland Capital Advisors
Maryland
$7.95M
KPWG
66
KFA Private Wealth Group
Virginia
$7.77M
Creative Planning
67
Creative Planning
Kansas
$7.75M
IFA
68
Independence Financial Advisors
New Hampshire
$7.51M
GCG
69
Gilbert Capital Group
Maine
$7.22M
CWM
70
Cranbrook Wealth Management
Michigan
$7.17M
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$7M
JWM
72
JGP Wealth Management
Oregon
$6.97M
SIAM
73
Sterling Investment Advisors (Missouri)
Missouri
$6.76M
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$6.75M
VFA
75
Values First Advisors
Tennessee
$6.69M