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iShares Core 1-5 Year USD Bond ETF

378 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 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
126
PDS Planning
Ohio
$2.12M +$22.3K +458 +1%
GFG
127
Goldstone Financial Group
Illinois
$2.11M -$859K -17,749 -29%
JGCM
128
Joseph Group Capital Management
Ohio
$2.1M -$299K -6,144 -12%
SHIM
129
Stone House Investment Management
Pennsylvania
$2.07M +$62.1K +1,277 +3%
RWPA
130
Richard W. Paul & Associates
Michigan
$2.02M -$29.6K -608 -1%
Betterment LLC
131
Betterment LLC
New York
$1.94M +$124K +2,550 +7%
PFS
132
Prospera Financial Services
Texas
$1.94M +$50.1K +1,029 +3%
PPC
133
Park Place Capital
Alabama
$1.94M +$1.94M +39,970 New
RIM
134
Rockbridge Investment Management
New York
$1.93M -$46.2K -949 -2%
MA
135
MKT Advisors
California
$1.83M -$64.6K -1,334 -3%
HFW
136
Horizon Family Wealth
Illinois
$1.82M -$25.1K -515 -1%
JWCA
137
J.W. Cole Advisors
Florida
$1.82M +$222K +4,566 +14%
COCM
138
Charter Oak Capital Management
New Hampshire
$1.81M +$2.82K +58 +0.2%
WANY
139
Wealthspire Advisors (New York)
New York
$1.72M +$69.1K +1,420 +4%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$1.66M +$258K +5,306 +18%
MFG
141
Merit Financial Group
Georgia
$1.63M +$31K +638 +2%
FA
142
FC Advisory
Pennsylvania
$1.59M +$23K +473 +1%
KFP
143
KMG Fiduciary Partners
Ohio
$1.58M +$1.12K +23 +0.1%
CWM
144
Congress Wealth Management
Massachusetts
$1.58M -$46.9K -964 -3%
JFL
145
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.56M -$1.56M
RWM
146
Rialto Wealth Management
New York
$1.55M -$6.47K -133 -0.4%
SPF
147
South Plains Financial
Texas
$1.53M +$152K +3,115 +11%
1832 Asset Management
148
1832 Asset Management
Ontario, Canada
$1.52M +$60.8K +1,249 +4%
CM
149
Columbus Macro
Pennsylvania
$1.49M -$379K -7,791 -20%
MCWS
150
McKinley Carter Wealth Services
West Virginia
$1.47M -$834K -17,136 -36%