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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
VA
126
Valmark Advisers
Ohio
$2.29M -$2.43K -50 -0.1%
SVWAG
127
Sound View Wealth Advisors Group
Georgia
$2.2M -$257K -5,278 -10%
JFL
128
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.18M
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$2.16M -$347K -7,142 -14%
SHIM
130
Stone House Investment Management
Pennsylvania
$2.16M +$76.6K +1,574 +4%
PP
131
PDS Planning
Ohio
$2.14M +$5.54K +114 +0.3%
PFS
132
Prospera Financial Services
Texas
$2.11M +$156K +3,198 +8%
RWPA
133
Richard W. Paul & Associates
Michigan
$2.03M +$8.37K +172 +0.4%
RIM
134
Rockbridge Investment Management
New York
$1.96M +$19.3K +396 +1%
Betterment LLC
135
Betterment LLC
New York
$1.93M -$19.3K -397 -1%
HFW
136
Horizon Family Wealth
Illinois
$1.87M +$36K +740 +2%
GFG
137
Goldstone Financial Group
Illinois
$1.86M -$266K -5,463 -13%
MA
138
MKT Advisors
California
$1.85M +$14.3K +295 +0.8%
JGCM
139
Joseph Group Capital Management
Ohio
$1.83M -$280K -5,752 -13%
COCM
140
Charter Oak Capital Management
New Hampshire
$1.82M +$3.16K +65 +0.2%
JWCA
141
J.W. Cole Advisors
Florida
$1.79M -$42.3K -869 -2%
Focus Partners Wealth
142
Focus Partners Wealth
Massachusetts
$1.68M +$17.4K +358 +1%
KFP
143
KMG Fiduciary Partners
Ohio
$1.66M +$80.8K +1,662 +5%
FA
144
FC Advisory
Pennsylvania
$1.62M +$23.2K +477 +1%
WANY
145
Wealthspire Advisors (New York)
New York
$1.61M -$116K -2,389 -7%
MFG
146
Merit Financial Group
Georgia
$1.58M -$55.5K -1,140 -3%
1832 Asset Management
147
1832 Asset Management
Ontario, Canada
$1.56M +$37.2K +764 +2%
EAM
148
Eukles Asset Management
Ohio
$1.55M +$113K +2,322 +8%
SPF
149
South Plains Financial
Texas
$1.54M
WTB
150
Washington Trust Bank
Washington
$1.44M -$695K -14,280 -33%