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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
VFA
76
Values First Advisors
Tennessee
$6.69M +$323K +6,616 +5%
BEAM
77
Baker Ellis Asset Management
Washington
$6.68M +$117K +2,400 +2%
CWP
78
Corepath Wealth Partners
Arizona
$6.53M +$583K +11,941 +10%
PFT
79
Providence First Trust
Arizona
$6.37M
PS
80
Principal Securities
Iowa
$6.21M -$157K -3,211 -2%
TFP
81
Townsend Financial Planning
Kentucky
$6.2M +$6.2M +127,150 New
BC
82
Brio Consultants
California
$6.05M -$121K -2,485 -2%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$6.01M +$573K +11,747 +11%
HighTower Advisors
84
HighTower Advisors
Illinois
$5.67M +$18.6K +381 +0.3%
SPIA
85
Steward Partners Investment Advisory
New York
$5.58M +$358K +7,329 +7%
EH
86
Equitable Holdings
New York
$5.39M +$232K +4,744 +4%
IRP
87
Investment Research Partners
Pennsylvania
$5.22M +$103K +2,110 +2%
KAS
88
Kestra Advisory Services
Texas
$5.22M +$1.52M +31,237 +41%
BFA
89
Bluestem Financial Advisors
Illinois
$5.19M +$54.6K +1,119 +1%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$4.86M +$45.9K +940 +1%
1832 Asset Management
91
1832 Asset Management
Ontario, Canada
$4.79M +$3.24M +66,317 +208%
LFS
92
Lutz Financial Services
Nebraska
$4.59M +$111K +2,271 +2%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$4.55M +$71K +1,456 +2%
SI
94
Seeds Investor
New York
$4.48M +$615K +12,604 +16%
AF
95
AtlasMark Financial
Texas
$4.47M -$452K -9,263 -9%
CFS
96
Cannon Financial Strategists
Georgia
$4.09M +$6.68K +137 +0.2%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$4.07M -$3.15M -64,630 -44%
MWM
98
Maimon Wealth Management
Israel
$3.88M +$3.89M +79,626 New
AFG
99
Arkansas Financial Group
Arkansas
$3.85M -$1.93M -39,469 -33%
MFA
100
McClarren Financial Advisors
Pennsylvania
$3.85M -$2.79M -57,148 -90%