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iShares Core 1-5 Year USD Bond ETF

384 hedge funds and large institutions have $3B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
5.22%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
38
Increased
158
Reduced
125
Closed
33
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Shares
Change %
KPWS
176
Kestra Private Wealth Services
Texas
$1.01M +$36.6K +757 +4%
CFFP
177
Center for Financial Planning
Michigan
$1.01M +$1.01M +20,845 New
QCIG
178
Quad-Cities Investment Group
Iowa
$984K +$52K +1,076 +6%
LWM
179
Level Wealth Management
North Carolina
$975K -$149K -3,087 -13%
SFG
180
Sunburst Financial Group
Alabama
$969K -$73.9K -1,528 -7%
HL
181
HeadInvest LLC
Maine
$960K
WWM
182
Western Wealth Management
Colorado
$956K -$1.16K -24 -0.1%
CFS
183
Commonwealth Financial Services
West Virginia
$943K +$85.4K +1,766 +10%
FTUS
184
Flow Traders U.S.
New York
$921K +$921K +19,050 New
Cerity Partners
185
Cerity Partners
New York
$912K -$489K -10,115 -35%
CHP
186
Cable Hill Partners
Oregon
$909K +$105K +2,165 +13%
MADFP
187
Michael A Dubis Financial Planning
Wisconsin
$882K -$8.22K -170 -0.9%
AFG
188
ABLE Financial Group
Arizona
$869K -$48 -1 -0%
MSR
189
Main Street Research
Connecticut
$835K +$835K +17,280 New
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$827K -$78.2K -1,618 -9%
MCM
191
Mattern Capital Management
Colorado
$816K
BFG
192
Berger Financial Group
Minnesota
$806K -$113K -2,329 -12%
DFG
193
Delta Financial Group
New Jersey
$804K -$176K -3,644 -18%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$801K +$248K +5,146 +45%
PHIC
195
Pine Haven Investment Counsel
Massachusetts
$783K +$65.3K +1,350 +9%
Wealthfront Advisers
196
Wealthfront Advisers
California
$766K -$6.62K -137 -0.9%
Stifel Financial
197
Stifel Financial
Missouri
$762K -$573K -11,845 -43%
IWC
198
Integrated Wealth Concepts
Massachusetts
$748K -$76.5K -1,583 -9%
DPI
199
Diversified Portfolios Inc
Michigan
$733K +$25.3K +524 +4%
DACG
200
Donor Advised Charitable Giving
California
$729K +$351K +7,258 +93%