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iShares Core 1-5 Year USD Bond ETF

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
201
Beacon Financial Advisory
Ohio
$715K +$47.7K +980 +7%
US Bancorp
202
US Bancorp
Minnesota
$704K +$38.9K +800 +6%
DPI
203
Diversified Portfolios Inc
Michigan
$701K -$35.9K -737 -5%
GRP
204
Global Retirement Partners
California
$694K +$694K +14,274 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$685K +$28.2K +580 +4%
AC
206
AlphaCore Capital
California
$683K -$50.5K -1,038 -7%
MCM
207
MAI Capital Management
Ohio
$676K +$17.1K +352 +3%
LIM
208
Leavell Investment Management
Alabama
$666K +$10.8K +222 +2%
SAM
209
Smartleaf Asset Management
Massachusetts
$664K +$85.1K +1,751 +15%
MAWCM
210
Mine & Arao Wealth Creation & Management
California
$661K -$8.61K -177 -1%
AWA
211
Arete Wealth Advisors
Illinois
$659K +$391K +8,036 +146%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$644K -$81.6K -1,678 -11%
PAS
213
Park Avenue Securities
New York
$628K -$1.75K -36 -0.3%
AAS
214
Avantax Advisory Services
Texas
$622K +$55K +1,131 +10%
William Blair & Company
215
William Blair & Company
Illinois
$617K -$70.1K -1,441 -10%
EK
216
Evensky & Katz
Florida
$611K +$5.4K +111 +0.9%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$598K -$48.3K -993 -7%
GWS
218
Greykasell Wealth Strategies
California
$587K -$57.6K -1,184 -9%
OCG
219
Opus Capital Group
Ohio
$580K +$1.41K +29 +0.2%
Truist Financial
220
Truist Financial
North Carolina
$565K -$93.8K -1,929 -14%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$546K +$405K +8,317 +285%
NCM
222
Northwest Capital Management
Oregon
$538K +$20.6K +423 +4%
OMC
223
Old Mission Capital
Illinois
$538K +$538K +11,063 New
AAS
224
Ameritas Advisory Services
Nebraska
$537K +$537K +11,043 New
IC
225
IEQ Capital
California
$535K