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iShares Core 1-5 Year USD Bond ETF

377 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, 163 increasing their positions, 122 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 ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 380377 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

18% less call options, than puts

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

Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
AF
101
Allworth Financial
California
$3.35M
AA
102
Argent Advisors
Louisiana
$3.25M
BAAM
103
Baker Avenue Asset Management
California
$3.21M
MFA
104
McClarren Financial Advisors
Pennsylvania
$3.18M
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$2.97M
BA
106
BCM Advisors
Louisiana
$2.92M
SIC
107
Samalin Investment Counsel
New York
$2.88M
CCM
108
Coldstream Capital Management
Washington
$2.85M
OIA
109
OneDigital Investment Advisors
Kansas
$2.84M
IAG
110
Investment Advisory Group
Massachusetts
$2.83M
OC
111
Oppenheimer & Co
New York
$2.81M
D
112
Dentgroup
Louisiana
$2.76M
EI
113
eCIO Inc
Wisconsin
$2.7M
TPW
114
Turn8 Private Wealth
$2.68M
ST
115
Smithfield Trust
Pennsylvania
$2.65M
NA
116
NewEdge Advisors
Louisiana
$2.63M
PPC
117
Park Place Capital
Alabama
$2.56M
CHC
118
City Holding Co
West Virginia
$2.56M
GWS
119
Greykasell Wealth Strategies
California
$2.56M
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.54M
WDG
121
Wealth Dimensions Group
Ohio
$2.47M
BWM
122
BCGM Wealth Management
Indiana
$2.45M
LWA
123
Lineweaver Wealth Advisors
Ohio
$2.33M
CA
124
Cambridge Associates
Massachusetts
$2.3M
VA
125
Valmark Advisers
Ohio
$2.29M