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iShares Core 1-5 Year USD Bond ETF

379 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$253K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$3.6M
SI
102
Seeds Investor
New York
$3.51M
AF
103
Allworth Financial
California
$3.32M
FPAS
104
Focus Partners Advisor Solutions
Missouri
$3.23M
BAAM
105
Baker Avenue Asset Management
California
$3.2M
KAS
106
Kestra Advisory Services
Texas
$3.11M
MFA
107
McClarren Financial Advisors
Pennsylvania
$3.01M
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$2.93M
OC
109
Oppenheimer & Co
New York
$2.83M
TPW
110
Turn8 Private Wealth
$2.82M
OIA
111
OneDigital Investment Advisors
Kansas
$2.82M
NA
112
NewEdge Advisors
Louisiana
$2.81M
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2.74M
SIC
114
Samalin Investment Counsel
New York
$2.69M
ST
115
Smithfield Trust
Pennsylvania
$2.64M
PAG
116
Private Advisor Group
New Jersey
$2.63M
EI
117
eCIO Inc
Wisconsin
$2.63M
IAG
118
Investment Advisory Group
Massachusetts
$2.51M
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.5M
WDG
120
Wealth Dimensions Group
Ohio
$2.47M
SVWAG
121
Sound View Wealth Advisors Group
Georgia
$2.45M
CHC
122
City Holding Co
West Virginia
$2.33M
CA
123
Cambridge Associates
Massachusetts
$2.29M
VA
124
Valmark Advisers
Ohio
$2.28M
KFGG
125
Keystone Financial Group (Georgia)
Georgia
$2.17M