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iShares Core 1-5 Year USD Bond ETF

371 hedge funds and large institutions have $3.12B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 380371 (-9)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

18% less call options, than puts

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

Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$640K
Puts
$781K
Net Calls
Net Calls Change

Top Buyers

1 +$38.8M
2 +$20.6M
3 +$15.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.45M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
101
McClarren Financial Advisors
Pennsylvania
$3.18M
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$2.97M
BA
103
BCM Advisors
Louisiana
$2.92M
SIC
104
Samalin Investment Counsel
New York
$2.88M
CCM
105
Coldstream Capital Management
Washington
$2.85M
OIA
106
OneDigital Investment Advisors
Kansas
$2.84M
IAG
107
Investment Advisory Group
Massachusetts
$2.83M
OC
108
Oppenheimer & Co
New York
$2.81M
D
109
Dentgroup
Louisiana
$2.76M
EI
110
eCIO Inc
Wisconsin
$2.7M
TPW
111
Turn8 Private Wealth
$2.68M
ST
112
Smithfield Trust
Pennsylvania
$2.65M
NA
113
NewEdge Advisors
Louisiana
$2.63M
PPC
114
Park Place Capital
Alabama
$2.56M
CHC
115
City Holding Co
West Virginia
$2.56M
GWS
116
Greykasell Wealth Strategies
California
$2.56M
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.54M
WDG
118
Wealth Dimensions Group
Ohio
$2.47M
BWM
119
BCGM Wealth Management
Indiana
$2.45M
LWA
120
Lineweaver Wealth Advisors
Ohio
$2.33M
CA
121
Cambridge Associates
Massachusetts
$2.3M
VA
122
Valmark Advisers
Ohio
$2.29M
SVWAG
123
Sound View Wealth Advisors Group
Georgia
$2.2M
JFL
124
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.18M
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$2.16M