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iShares Core 1-5 Year USD Bond ETF

393 hedge funds and large institutions have $3.5B invested in iShares Core 1-5 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 178 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 107

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

2.68% more ownership

Funds ownership: 70%72.69% (+2.7%)

1% more funds holding

Funds holding: 388393 (+5)

5% more capital invested

Capital invested by funds: $3.34B → $3.5B (+$151M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
393
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
4.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.47%
New
46
Increased
178
Reduced
107
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
76
Values First Advisors
Tennessee
$6.8M +$153K +3,140 +2%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$6.67M -$292K -5,988 -4%
PS
78
Principal Securities
Iowa
$6.54M +$368K +7,563 +6%
CWP
79
Corepath Wealth Partners
Arizona
$6.52M +$35.2K +722 +0.5%
Natixis Advisors
80
Natixis Advisors
Massachusetts
$6.5M +$524K +10,756 +9%
TFP
81
Townsend Financial Planning
Kentucky
$6.45M +$293K +6,025 +5%
BEAM
82
Baker Ellis Asset Management
Washington
$6.45M -$188K -3,865 -3%
PFT
83
Providence First Trust
Arizona
$6.33M
PFM
84
Phillips Financial Management
Indiana
$6.14M -$2.18M -44,703 -26%
EH
85
Equitable Holdings
New York
$6.04M +$644K +13,229 +12%
IRP
86
Investment Research Partners
Pennsylvania
$6.01M +$824K +16,909 +16%
WANY
87
Wealthspire Advisors (New York)
New York
$5.99M +$4.7M +96,544 +358%
BC
88
Brio Consultants
California
$5.95M -$44K -904 -0.7%
KAS
89
Kestra Advisory Services
Texas
$5.73M +$550K +11,284 +11%
CWM
90
Cranbrook Wealth Management
Michigan
$5.63M -$1.51M -30,978 -21%
SI
91
Seeds Investor
New York
$5.52M +$1.06M +21,794 +24%
SPIA
92
Steward Partners Investment Advisory
New York
$5.46M -$87K -1,787 -2%
1832 Asset Management
93
1832 Asset Management
Ontario, Canada
$5.12M +$355K +7,288 +7%
HighTower Advisors
94
HighTower Advisors
Illinois
$5.1M -$543K -11,139 -10%
CFS
95
Cannon Financial Strategists
Georgia
$4.95M +$892K +18,309 +22%
CMBA
96
C.M. Bidwell & Associates
Hawaii
$4.88M +$46.5K +955 +1%
MFA
97
McClarren Financial Advisors
Pennsylvania
$4.64M +$4.36M +89,606 +1,439%
PD
98
Planning Directions
Pennsylvania
$4.63M +$4.66M +95,634 New
LFS
99
Lutz Financial Services
Nebraska
$4.6M +$40.6K +833 +0.9%
BFA
100
Bluestem Financial Advisors
Illinois
$4.56M -$598K -12,280 -12%