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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
AF
101
AtlasMark Financial
Texas
$4.47M
WTB
102
Washington Trust Bank
Washington
$4.17M +$1.38M +28,235 +49%
MWM
103
Maimon Wealth Management
Israel
$4.15M +$299K +6,134 +8%
IAG
104
Investment Advisory Group
Massachusetts
$4.05M +$541K +11,115 +15%
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$4M +$1.48M +30,304 +58%
PBO
106
Peoples Bank (Ohio)
Ohio
$3.66M +$43.6K +895 +1%
AF
107
Allworth Financial
California
$3.64M +$198K +4,068 +6%
MG
108
Mather Group
Illinois
$3.63M -$80.8K -1,659 -2%
IA
109
Invested Advisors
Pennsylvania
$3.63M +$745K +15,296 +26%
SWP
110
Summit Wealth Partners
Florida
$3.61M -$60.1K -1,234 -2%
TPW
111
Turn8 Private Wealth
$3.59M +$941K +19,317 +35%
CCM
112
Coldstream Capital Management
Washington
$3.51M +$386K +7,932 +12%
AFG
113
Arkansas Financial Group
Arkansas
$3.51M -$325K -6,666 -8%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$3.47M -$1.06M -21,729 -23%
BA
115
BCM Advisors
Louisiana
$3.41M +$135K +2,764 +4%
SSA
116
Shepherd Street Advisors
California
$3.41M -$47K -964 -1%
SSWM
117
Sheets Smith Wealth Management
North Carolina
$3.4M +$1.45M +29,850 +74%
VA
118
Valmark Advisers
Ohio
$3.34M +$368K +7,557 +12%
PF
119
PlanWiser Financial
Colorado
$3.33M +$3.35M +68,709 New
FG
120
Fiduciary Group
Georgia
$3.2M -$439K -9,002 -12%
NA
121
NewEdge Advisors
Louisiana
$3.19M +$998K +20,485 +45%
CHC
122
City Holding Co
West Virginia
$3.04M +$266K +5,463 +10%
SIC
123
Samalin Investment Counsel
New York
$2.89M -$145K -2,983 -5%
EI
124
eCIO Inc
Wisconsin
$2.87M +$188K +3,850 +7%
OIA
125
OneDigital Investment Advisors
Kansas
$2.86M -$357K -7,334 -11%