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iShares Core 1-5 Year USD Bond ETF

387 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 172 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Summit Wealth Partners
Florida
$3.69M
FG
102
Fiduciary Group
Georgia
$3.66M
PBO
103
Peoples Bank (Ohio)
Ohio
$3.64M
IAG
104
Investment Advisory Group
Massachusetts
$3.53M
SSA
105
Shepherd Street Advisors
California
$3.47M
AF
106
Allworth Financial
California
$3.46M
BA
107
BCM Advisors
Louisiana
$3.31M
OIA
108
OneDigital Investment Advisors
Kansas
$3.23M
CCM
109
Coldstream Capital Management
Washington
$3.14M
SIC
110
Samalin Investment Counsel
New York
$3.05M
OC
111
Oppenheimer & Co
New York
$3.03M
VA
112
Valmark Advisers
Ohio
$2.99M
IA
113
Invested Advisors
Pennsylvania
$2.9M
WTB
114
Washington Trust Bank
Washington
$2.82M
CHC
115
City Holding Co
West Virginia
$2.79M
EI
116
eCIO Inc
Wisconsin
$2.7M
D
117
Dentgroup
Louisiana
$2.68M
TPW
118
Turn8 Private Wealth
$2.67M
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$2.56M
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.55M
LWA
121
Lineweaver Wealth Advisors
Ohio
$2.51M
AA
122
Argent Advisors
Louisiana
$2.49M
MFG
123
Merit Financial Group
Georgia
$2.47M
BWM
124
BCGM Wealth Management
Indiana
$2.47M
GWS
125
Greykasell Wealth Strategies
California
$2.47M