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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
GWS
126
Greykasell Wealth Strategies
California
$2.47M -$85.4K -1,750 -3%
WDG
127
Wealth Dimensions Group
Ohio
$2.46M -$3.03K -62 -0.1%
ST
128
Smithfield Trust
Pennsylvania
$2.43M -$221K -4,538 -8%
TCM
129
TD Capital Management
Tennessee
$2.33M -$1.29M -26,399 -36%
SHIM
130
Stone House Investment Management
Pennsylvania
$2.3M +$146K +2,989 +7%
RWPA
131
Richard W. Paul & Associates
Michigan
$2.27M +$239K +4,906 +12%
GFG
132
Greenberg Financial Group
Arizona
$2.24M +$2.24M +46,000 New
MA
133
MKT Advisors
California
$2.21M +$358K +7,335 +19%
NA
134
NewEdge Advisors
Louisiana
$2.21M -$415K -8,495 -16%
RWA
135
Rooted Wealth Advisors
Illinois
$2.17M -$2.34M -47,994 -52%
CA
136
Chatterton & Associates
California
$2.16M +$2.16M +44,336 New
Mercer Global Advisors
137
Mercer Global Advisors
Colorado
$2.08M -$73.1K -1,497 -3%
SVWAG
138
Sound View Wealth Advisors Group
Georgia
$2.06M -$131K -2,691 -6%
PPC
139
Park Place Capital
Alabama
$2.05M -$511K -10,479 -20%
Renaissance Technologies
140
Renaissance Technologies
New York
$2.04M -$11.3M -231,300 -85%
PP
141
PDS Planning
Ohio
$2.01M -$120K -2,454 -6%
SSWM
142
Sheets Smith Wealth Management
North Carolina
$1.96M +$600K +12,295 +44%
Betterment LLC
143
Betterment LLC
New York
$1.95M +$18.1K +371 +0.9%
HFW
144
Horizon Family Wealth
Illinois
$1.91M +$47.4K +971 +3%
Citadel Advisors
145
Citadel Advisors
Florida
$1.9M +$624K +12,784 +49%
GFG
146
Goldstone Financial Group
Illinois
$1.87M +$15.7K +321 +0.8%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$1.85M +$1.14M +23,270 +159%
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$1.83M +$155K +3,175 +9%
FFA
149
Farther Finance Advisors
California
$1.81M +$1.49M +30,593 +462%
JWCA
150
J.W. Cole Advisors
Florida
$1.73M -$24.7K -507 -1%