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iShares Core 1-5 Year USD Bond ETF

380 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, 164 increasing their positions, 123 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 123

1.23% more ownership

Funds ownership: 67.74%68.96% (+1.2%)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $3.06B → $3.14B (+$80.5M)

1% less funds holding

Funds holding: 383380 (-3)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

18% less call options, than puts

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

Holders
380
Holders Change
-3
Holders Change %
-0.78%
% of All Funds
4.99%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.39%
New
29
Increased
164
Reduced
123
Closed
27
Calls
$640K
Puts
$781K
Net Calls
-$141K
Net Calls Change
-$394K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Invested Advisors
Pennsylvania
$3.43M +$3.49M +71,730 New
AF
102
Allworth Financial
California
$3.35M +$13.7K +281 +0.4%
AA
103
Argent Advisors
Louisiana
$3.25M -$11.2M -230,149 -78%
BAAM
104
Baker Avenue Asset Management
California
$3.21M
MFA
105
McClarren Financial Advisors
Pennsylvania
$3.18M +$77.1K +1,586 +3%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$13.2K +272 +0.4%
BA
107
BCM Advisors
Louisiana
$2.92M +$2.9M +59,555 New
SIC
108
Samalin Investment Counsel
New York
$2.88M +$186K +3,822 +7%
CCM
109
Coldstream Capital Management
Washington
$2.85M +$1.56M +32,142 +122%
OIA
110
OneDigital Investment Advisors
Kansas
$2.84M +$3.6K +74 +0.1%
IAG
111
Investment Advisory Group
Massachusetts
$2.83M +$305K +6,262 +12%
OC
112
Oppenheimer & Co
New York
$2.81M -$35.1K -722 -1%
D
113
Dentgroup
Louisiana
$2.76M -$2.29M -47,015 -45%
EI
114
eCIO Inc
Wisconsin
$2.7M +$68.5K +1,409 +3%
TPW
115
Turn8 Private Wealth
$2.68M -$155K -3,191 -5%
ST
116
Smithfield Trust
Pennsylvania
$2.65M
NA
117
NewEdge Advisors
Louisiana
$2.63M -$190K -3,898 -7%
PPC
118
Park Place Capital
Alabama
$2.56M +$610K +12,539 +31%
CHC
119
City Holding Co
West Virginia
$2.56M +$214K +4,408 +9%
GWS
120
Greykasell Wealth Strategies
California
$2.56M +$1.96M +40,259 +334%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.54M -$207K -4,248 -8%
WDG
122
Wealth Dimensions Group
Ohio
$2.47M -$16.9K -348 -0.7%
BWM
123
BCGM Wealth Management
Indiana
$2.45M -$1.87M -38,412 -43%
LWA
124
Lineweaver Wealth Advisors
Ohio
$2.33M -$9.79M -201,311 -81%
CA
125
Cambridge Associates
Massachusetts
$2.3M