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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
GRP
201
Global Retirement Partners
California
$747K +$50K +1,027 +7%
US Bancorp
202
US Bancorp
Minnesota
$731K +$24.3K +499 +3%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$716K +$28K +575 +4%
BFA
204
Beacon Financial Advisory
Ohio
$716K -$2.33K -48 -0.3%
OBWG
205
Onyx Bridge Wealth Group
New York
$712K -$5.49M -112,865 -89%
DPI
206
Diversified Portfolios Inc
Michigan
$676K -$27.9K -573 -4%
MSFS
207
Main Street Financial Solutions
Pennsylvania
$671K +$668K +13,742 New
MAWCM
208
Mine & Arao Wealth Creation & Management
California
$666K +$2.97K +61 +0.4%
HWM
209
HB Wealth Management
Georgia
$651K +$649K +13,334 New
AWE
210
Avidian Wealth Enterprises
Texas
$639K +$126K +2,586 +25%
EK
211
Evensky & Katz
Florida
$637K +$23.5K +483 +4%
PAS
212
Park Avenue Securities
New York
$636K +$5.35K +110 +0.9%
AC
213
AlphaCore Capital
California
$632K -$53.8K -1,105 -8%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$628K -$18.6K -383 -3%
OCG
215
Opus Capital Group
Ohio
$601K +$18.9K +388 +3%
William Blair & Company
216
William Blair & Company
Illinois
$599K -$20K -412 -3%
CW
217
CreativeOne Wealth
Kansas
$568K +$56.4K +1,160 +11%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$562K -$38.4K -790 -6%
LIM
219
Leavell Investment Management
Alabama
$545K -$123K -2,535 -19%
IC
220
IEQ Capital
California
$539K +$1.99K +41 +0.4%
Truist Financial
221
Truist Financial
North Carolina
$537K -$30.2K -621 -5%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$522K +$41.7K +858 +9%
NCM
223
Northwest Capital Management
Oregon
$520K -$20K -411 -4%
GFPC
224
Global Financial Private Client
Florida
$509K
AIS
225
Accredited Investor Services
Minnesota
$483K