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iShares Core 1-5 Year USD Bond ETF

393 hedge funds and large institutions have $3.5B invested in iShares Core 1-5 Year USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 178 increasing their positions, 107 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 107

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

2.68% more ownership

Funds ownership: 70%72.69% (+2.7%)

1% more funds holding

Funds holding: 388393 (+5)

5% more capital invested

Capital invested by funds: $3.34B → $3.5B (+$151M)

3% less funds holding in top 10

Funds holding in top 10: 3938 (-1)

Holders
393
Holders Change
+5
Holders Change %
+1.29%
% of All Funds
4.84%
Holding in Top 10
38
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.56%
% of All Funds
0.47%
New
46
Increased
178
Reduced
107
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
176
Keystone Financial Group (Georgia)
Georgia
$1.12M +$46.4K +952 +4%
HWA
177
HHM Wealth Advisors
Tennessee
$1.08M -$37.1K -762 -3%
BJF
178
Blue Jean Financial
New York
$1.08M +$25.8K +529 +2%
Stifel Financial
179
Stifel Financial
Missouri
$1.08M +$35K +718 +3%
EFS
180
Essex Financial Services
Connecticut
$1.06M +$28.2K +579 +3%
LWM
181
LJI Wealth Management
Indiana
$1.06M -$38.3K -786 -3%
BAAM
182
Baker Avenue Asset Management
California
$1.02M -$293K -6,008 -22%
CFFP
183
Center for Financial Planning
Michigan
$1.01M
MCM
184
MAI Capital Management
Ohio
$999K +$97.6K +2,004 +11%
OC
185
Oppenheimer & Co
New York
$989K -$2.04M -41,779 -67%
HIF
186
Hill Island Financial
Michigan
$968K +$779 +16 +0.1%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$954K +$36.2K +743 +4%
MMA
188
Miracle Mile Advisors
California
$940K -$123K -2,533 -12%
IWC
189
Integrated Wealth Concepts
Massachusetts
$939K +$944K +19,374 New
CM
190
Columbus Macro
Pennsylvania
$937K -$494K -10,134 -34%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$907K -$40K -822 -4%
PHIC
192
Pine Haven Investment Counsel
Massachusetts
$901K +$70.6K +1,450 +8%
RWA
193
Rooted Wealth Advisors
Illinois
$876K -$1.29M -26,575 -60%
SWM
194
Shrier Wealth Management
California
$874K +$20.5K +420 +2%
HI
195
Harbour Investments
Wisconsin
$868K +$9.16K +188 +1%
AFG
196
ABLE Financial Group
Arizona
$868K -$1.95K -40 -0.2%
IIC
197
Ironwood Investment Counsel
Arizona
$856K -$32.4K -666 -4%
FPB
198
First PREMIER Bank
South Dakota
$822K -$81.9K -1,682 -9%
US Bancorp
199
US Bancorp
Minnesota
$821K +$159K +3,271 +24%
HL
200
HeadInvest LLC
Maine
$814K