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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
EFS
176
Essex Financial Services
Connecticut
$1.03M -$43K -885 -4%
CFFP
177
Center for Financial Planning
Michigan
$1.02M
QCIG
178
Quad-Cities Investment Group
Iowa
$1.01M +$32.1K +660 +3%
MA
179
Mutual Advisors
Nebraska
$1M -$110K -2,257 -10%
HL
180
HeadInvest LLC
Maine
$964K -$4.86K -100 -0.5%
TFM
181
TFC Financial Management
Massachusetts
$945K
HI
182
Harbour Investments
Wisconsin
$937K -$183K -3,767 -16%
Wealthfront Advisers
183
Wealthfront Advisers
California
$921K -$382K -7,852 -29%
IWC
184
Integrated Wealth Concepts
Massachusetts
$915K +$153K +3,149 +20%
LWM
185
Level Wealth Management
North Carolina
$912K +$490K +10,081 +117%
AFG
186
ABLE Financial Group
Arizona
$910K +$31.8K +653 +4%
IIC
187
Ironwood Investment Counsel
Arizona
$871K -$140K -2,885 -14%
TWC
188
TD Waterhouse Canada
Ontario, Canada
$860K +$34.9K +718 +4%
PHIC
189
Pine Haven Investment Counsel
Massachusetts
$837K +$32.2K +661 +4%
MCM
190
Mattern Capital Management
Colorado
$833K +$5.35K +110 +0.6%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$825K +$821K +16,886 New
RK
192
Rather & Kittrell
Tennessee
$817K -$369K -7,588 -31%
ACA
193
Aptus Capital Advisors
Alabama
$813K -$220K -4,533 -21%
WWM
194
Western Wealth Management
Colorado
$804K -$157K -3,227 -16%
BFG
195
Berger Financial Group
Minnesota
$801K -$13.7K -282 -2%
EFH
196
Eaton Financial Holdings
Florida
$791K +$16.2K +333 +2%
MCM
197
MAI Capital Management
Ohio
$787K +$108K +2,220 +16%
Stifel Financial
198
Stifel Financial
Missouri
$767K -$130K -2,664 -14%
SFG
199
Sunburst Financial Group
Alabama
$759K -$220K -4,533 -23%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$753K +$10.1K +208 +1%