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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
RIM
151
Rockbridge Investment Management
New York
$1.71M -$245K -5,020 -13%
EAM
152
Eukles Asset Management
Ohio
$1.62M +$79.6K +1,631 +5%
SPF
153
South Plains Financial
Texas
$1.54M
COCM
154
Charter Oak Capital Management
New Hampshire
$1.5M -$312K -6,398 -17%
FA
155
FC Advisory
Pennsylvania
$1.48M -$142K -2,908 -9%
CM
156
Columbus Macro
Pennsylvania
$1.44M +$130K +2,667 +10%
BA
157
Bellwether Advisors
Nebraska
$1.41M +$38.3K +785 +3%
PSCM
158
Per Stirling Capital Management
Texas
$1.41M +$264K +5,400 +23%
JGCM
159
Joseph Group Capital Management
Ohio
$1.39M -$434K -8,885 -24%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$1.37M -$11.1K -228 -0.8%
KPWS
161
Kestra Private Wealth Services
Texas
$1.35M +$111K +2,275 +9%
BAAM
162
Baker Avenue Asset Management
California
$1.32M -$1.88M -38,577 -59%
NL
163
NWAM LLC
Washington
$1.32M -$37.9K -776 -3%
WANY
164
Wealthspire Advisors (New York)
New York
$1.32M -$291K -5,969 -18%
DWG
165
Darden Wealth Group
Michigan
$1.3M -$23.7K -485 -2%
RSF
166
Rik Saylor Financial
Ohio
$1.28M -$69.2K -1,419 -5%
VFPW
167
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.28M +$14.4K +295 +1%
XPN
168
XY Planning Network
Montana
$1.27M +$1.27M +25,960 New
LGG
169
Luts & Greenleigh Group
Maryland
$1.25M
CFS
170
Commonwealth Financial Services
West Virginia
$1.21M -$9.91K -203 -0.8%
VC
171
Vicus Capital
Pennsylvania
$1.17M +$59.1K +1,211 +5%
HWA
172
HHM Wealth Advisors
Tennessee
$1.13M +$5.08K +104 +0.5%
PAG
173
Private Advisor Group
New Jersey
$1.11M +$23.1K +473 +2%
MSR
174
Main Street Research
Connecticut
$1.11M +$74.9K +1,535 +7%
LWM
175
LJI Wealth Management
Indiana
$1.1M +$17.4K +357 +2%