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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
FPB
151
First PREMIER Bank
South Dakota
$1.43M +$74.9K +1,540 +6%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$1.38M -$22.6K -465 -2%
BA
153
Bellwether Advisors
Nebraska
$1.38M +$27.3K +562 +2%
SSWM
154
Sheets Smith Wealth Management
North Carolina
$1.37M +$48.6K +1,000 +4%
NL
155
NWAM LLC
Washington
$1.36M +$29K +596 +2%
RSF
156
Rik Saylor Financial
Ohio
$1.36M -$112K -2,306 -8%
DWG
157
Darden Wealth Group
Michigan
$1.33M -$11.7K -240 -0.9%
CM
158
Columbus Macro
Pennsylvania
$1.31M -$189K -3,880 -13%
Citadel Advisors
159
Citadel Advisors
Florida
$1.28M -$8.25M -169,657 -87%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$1.27M -$198K -4,069 -14%
VFPW
161
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.26M -$91.5K -1,881 -7%
LGG
162
Luts & Greenleigh Group
Maryland
$1.25M -$7.1K -146 -0.6%
KPWS
163
Kestra Private Wealth Services
Texas
$1.24M +$74.9K +1,540 +6%
CFS
164
Commonwealth Financial Services
West Virginia
$1.22M +$289K +5,948 +31%
MMA
165
Miracle Mile Advisors
California
$1.17M -$40.7K -837 -3%
PSCM
166
Per Stirling Capital Management
Texas
$1.15M -$7.78K -160 -0.7%
HWA
167
HHM Wealth Advisors
Tennessee
$1.12M -$59.8K -1,229 -5%
VC
168
Vicus Capital
Pennsylvania
$1.12M +$28.9K +594 +3%
HIF
169
Hill Island Financial
Michigan
$1.12M -$57.1K -1,174 -5%
ASN
170
Advisory Services Network
Georgia
$1.1M +$5.45K +112 +0.5%
PAG
171
Private Advisor Group
New Jersey
$1.09M -$1.54M -31,648 -59%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.09M +$235K +4,834 +28%
LWM
173
LJI Wealth Management
Indiana
$1.08M -$6.76K -139 -0.6%
KFGG
174
Keystone Financial Group (Georgia)
Georgia
$1.08M -$1.1M -22,537 -50%
MSR
175
Main Street Research
Connecticut
$1.04M +$110K +2,262 +12%