We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

393 hedge funds and large institutions have $3.5B invested in iShares Core 1-5 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 178 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 107

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

2.68% more ownership

Funds ownership: 70%72.69% (+2.7%)

1% more funds holding

Funds holding: 388393 (+5)

5% more capital invested

Capital invested by funds: $3.34B → $3.5B (+$151M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
393
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
4.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.47%
New
46
Increased
178
Reduced
107
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
126
Lineweaver Wealth Advisors
Ohio
$2.83M +$341K +7,002 +14%
MA
127
MKT Advisors
California
$2.65M +$466K +9,563 +21%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$2.63M +$104K +2,132 +4%
BWM
129
BCGM Wealth Management
Indiana
$2.61M +$158K +3,251 +6%
RWPA
130
Richard W. Paul & Associates
Michigan
$2.53M +$276K +5,674 +12%
PMAM
131
Picton Mahoney Asset Management
Ontario, Canada
$2.49M +$1.8M +36,951 New
WDG
132
Wealth Dimensions Group
Ohio
$2.48M +$37.9K +779 +2%
ST
133
Smithfield Trust
Pennsylvania
$2.41M
AIP
134
Avail Investment Partners
Pennsylvania
$2.38M +$2.4M +49,195 New
SHIM
135
Stone House Investment Management
Pennsylvania
$2.36M +$76.9K +1,578 +3%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$2.32M +$254K +5,221 +12%
AA
137
Argent Advisors
Louisiana
$2.3M -$172K -3,531 -7%
GWS
138
Greykasell Wealth Strategies
California
$2.27M -$180K -3,699 -7%
CA
139
Chatterton & Associates
California
$2.26M +$116K +2,383 +5%
TCM
140
TD Capital Management
Tennessee
$2.19M -$124K -2,541 -5%
PPC
141
Park Place Capital
Alabama
$2.04M -$828 -17 -0%
PP
142
PDS Planning
Ohio
$1.99M -$13.1K -269 -0.7%
EAM
143
Eukles Asset Management
Ohio
$1.93M +$315K +6,467 +19%
SVWAG
144
Sound View Wealth Advisors Group
Georgia
$1.91M -$147K -3,011 -7%
HFW
145
Horizon Family Wealth
Illinois
$1.87M -$25.4K -522 -1%
GFG
146
Goldstone Financial Group
Illinois
$1.84M -$21.7K -445 -1%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.83M +$9.4K +193 +0.5%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$1.83M -$4.48K -92 -0.2%
SWM
149
SHP Wealth Management
Massachusetts
$1.81M -$68.8M -1,412,158 -97%
LIM
150
Leavell Investment Management
Alabama
$1.79M +$1.11M +22,740 +160%