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iShares Core 1-5 Year USD Bond ETF

388 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 40 funds opening new positions, 172 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 113

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

6% more capital invested

Capital invested by funds: $3.14B → $3.34B (+$202M)

2% more funds holding

Funds holding: 380388 (+8)

1.04% more ownership

Funds ownership: 68.96%70% (+1%)

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
4.72%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.47%
New
40
Increased
172
Reduced
113
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
101
Mather Group
Illinois
$3.73M -$153K -3,140 -4%
SWP
102
Summit Wealth Partners
Florida
$3.69M +$70.4K +1,443 +2%
FG
103
Fiduciary Group
Georgia
$3.66M -$84.4K -1,729 -2%
PBO
104
Peoples Bank (Ohio)
Ohio
$3.64M -$136K -2,797 -4%
IAG
105
Investment Advisory Group
Massachusetts
$3.53M +$709K +14,523 +25%
SSA
106
Shepherd Street Advisors
California
$3.47M +$3.48M +71,258 New
AF
107
Allworth Financial
California
$3.46M +$119K +2,431 +4%
BA
108
BCM Advisors
Louisiana
$3.31M +$406K +8,320 +14%
OIA
109
OneDigital Investment Advisors
Kansas
$3.23M +$402K +8,248 +14%
CCM
110
Coldstream Capital Management
Washington
$3.14M +$295K +6,054 +10%
SIC
111
Samalin Investment Counsel
New York
$3.05M +$174K +3,567 +6%
OC
112
Oppenheimer & Co
New York
$3.03M +$226K +4,634 +8%
VA
113
Valmark Advisers
Ohio
$2.99M +$704K +14,423 +31%
IA
114
Invested Advisors
Pennsylvania
$2.9M -$595K -12,188 -17%
WTB
115
Washington Trust Bank
Washington
$2.82M +$1.38M +28,348 +96%
CHC
116
City Holding Co
West Virginia
$2.79M +$238K +4,887 +9%
EI
117
eCIO Inc
Wisconsin
$2.7M -$1.32K -27 -0%
D
118
Dentgroup
Louisiana
$2.68M -$69K -1,413 -3%
TPW
119
Turn8 Private Wealth
$2.67M -$2.54K -52 -0.1%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$2.56M -$409K -8,384 -14%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$2.55M +$6.93K +142 +0.3%
LWA
122
Lineweaver Wealth Advisors
Ohio
$2.51M +$183K +3,746 +8%
AA
123
Argent Advisors
Louisiana
$2.49M -$760K -15,575 -23%
MFG
124
Merit Financial Group
Georgia
$2.47M +$896K +18,364 +57%
BWM
125
BCGM Wealth Management
Indiana
$2.47M +$16.7K +342 +0.7%