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iShares Core 1-5 Year USD Bond ETF

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
76
Values First Advisors
Tennessee
$6.22M -$79.6K -1,637 -1%
OBWG
77
Onyx Bridge Wealth Group
New York
$6.2M +$5.96M +122,433 +2,440%
KeyBank National Association
78
KeyBank National Association
Ohio
$5.58M +$435K +8,942 +8%
CWP
79
Corepath Wealth Partners
Arizona
$5.57M -$306K -6,335 -5%
PS
80
Principal Securities
Iowa
$5.55M +$927K +19,047 +20%
Jane Street
81
Jane Street
New York
$5.38M +$3.69M +75,887 +218%
HighTower Advisors
82
HighTower Advisors
Illinois
$5.27M -$700K -14,384 -12%
SPIA
83
Steward Partners Investment Advisory
New York
$5.27M +$110K +2,264 +2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$5.25M +$684K +14,067 +15%
BFA
85
Bluestem Financial Advisors
Illinois
$5.16M -$206K -4,237 -4%
EC
86
Estate Counselors
Wisconsin
$5.09M +$5.09M +104,630 New
D
87
Dentgroup
Louisiana
$5.03M -$161K -3,309 -3%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$4.84M -$5.22M -107,259 -52%
EH
89
Equitable Holdings
New York
$4.82M +$1.67M +34,358 +53%
EIA
90
Eldridge Investment Advisors
New Hampshire
$4.81M +$1.41K +29 +0%
CMBA
91
C.M. Bidwell & Associates
Hawaii
$4.76M +$44K +904 +0.9%
LFS
92
Lutz Financial Services
Nebraska
$4.41M -$22.8K -468 -0.5%
BWM
93
BCGM Wealth Management
Indiana
$4.31M +$79.4K +1,632 +2%
CFS
94
Cannon Financial Strategists
Georgia
$4.08M
RWA
95
Rooted Wealth Advisors
Illinois
$4.06M +$270K +5,579 +7%
MG
96
Mather Group
Illinois
$4.05M -$568K -11,682 -12%
PBO
97
Peoples Bank (Ohio)
Ohio
$3.82M +$67.2K +1,382 +2%
FG
98
Fiduciary Group
Georgia
$3.81M -$189K -3,885 -5%
TCM
99
TD Capital Management
Tennessee
$3.8M -$138K -2,841 -4%
SWP
100
Summit Wealth Partners
Florida
$3.6M -$106K -2,188 -3%