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iShares Core 1-5 Year USD Bond ETF

380 hedge funds and large institutions have $3.14B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 164 increasing their positions, 123 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 123

1.23% more ownership

Funds ownership: 67.74%68.96% (+1.2%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $3.06B → $3.14B (+$80.5M)

1% less funds holding

Funds holding: 383380 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

18% less call options, than puts

Call options by funds: $640K | Put options by funds: $781K

Holders
380
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
4.99%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
29
Increased
164
Reduced
123
Closed
27
Calls
$640K
Puts
$781K
Net Calls
-$141K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Brio Consultants
California
$6.18M -$125K -2,566 -2%
CWP
77
Corepath Wealth Partners
Arizona
$5.94M +$333K +6,847 +6%
AFG
78
Arkansas Financial Group
Arkansas
$5.79M -$902K -18,545 -14%
CAG
79
Crestwood Advisors Group
Massachusetts
$5.71M +$4.8M +98,672 +544%
HighTower Advisors
80
HighTower Advisors
Illinois
$5.66M +$373K +7,668 +7%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$5.45M +$174K +3,583 +3%
SPIA
82
Steward Partners Investment Advisory
New York
$5.24M -$49.6K -1,019 -0.9%
EH
83
Equitable Holdings
New York
$5.17M +$332K +6,830 +7%
BFA
84
Bluestem Financial Advisors
Illinois
$5.15M -$30.2K -620 -0.6%
IRP
85
Investment Research Partners
Pennsylvania
$5.13M +$5.11M +105,004 New
HPM
86
Hoxton Planning & Management
West Virginia
$5.09M -$2.21M -45,512 -30%
AF
87
AtlasMark Financial
Texas
$4.93M -$68.7K -1,413 -1%
CMBA
88
C.M. Bidwell & Associates
Hawaii
$4.82M +$45.7K +940 +1%
RWA
89
Rooted Wealth Advisors
Illinois
$4.51M +$421K +8,654 +10%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$4.49M -$366K -7,515 -8%
LFS
91
Lutz Financial Services
Nebraska
$4.48M +$60.8K +1,249 +1%
CFS
92
Cannon Financial Strategists
Georgia
$4.09M -$7K -144 -0.2%
MG
93
Mather Group
Illinois
$3.89M -$174K -3,570 -4%
SI
94
Seeds Investor
New York
$3.87M +$352K +7,231 +10%
PBO
95
Peoples Bank (Ohio)
Ohio
$3.78M -$54.7K -1,124 -1%
FG
96
Fiduciary Group
Georgia
$3.75M -$80.1K -1,646 -2%
KAS
97
Kestra Advisory Services
Texas
$3.7M +$580K +11,925 +19%
SWP
98
Summit Wealth Partners
Florida
$3.63M +$16.4K +338 +0.5%
TCM
99
TD Capital Management
Tennessee
$3.62M -$196K -4,027 -5%
AWA
100
Arete Wealth Advisors
Illinois
$3.49M +$2.82M +57,975 +428%