We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

388 hedge funds and large institutions have $3.34B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 172 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 113

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

30% more funds holding in top 10

Funds holding in top 10: 3039 (+9)

6% more capital invested

Capital invested by funds: $3.14B → $3.34B (+$202M)

2% more funds holding

Funds holding: 380388 (+8)

1.04% more ownership

Funds ownership: 68.96%70% (+1%)

Holders
388
Holders Change
+8
Holders Change %
+2.11%
% of All Funds
4.72%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.47%
New
40
Increased
172
Reduced
113
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
201
Aptus Capital Advisors
Alabama
$812K +$634 +13 +0.1%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$807K -$16.6K -340 -2%
RK
203
Rather & Kittrell
Tennessee
$797K -$18.4K -378 -2%
BFG
204
Berger Financial Group
Minnesota
$796K -$3.71K -76 -0.5%
MA
205
Mutual Advisors
Nebraska
$782K -$215K -4,416 -22%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$766K +$14.3K +294 +2%
EFH
207
Eaton Financial Holdings
Florida
$762K -$27.5K -564 -3%
SFG
208
Sunburst Financial Group
Alabama
$759K +$634 +13 +0.1%
WWM
209
Western Wealth Management
Colorado
$758K -$43.8K -897 -5%
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$729K +$313K +6,415 +75%
AWE
211
Avidian Wealth Enterprises
Texas
$697K +$59.6K +1,221 +9%
LIM
212
Leavell Investment Management
Alabama
$692K +$149K +3,051 +27%
CA
213
Cambridge Associates
Massachusetts
$684K -$1.61M -33,000 -70%
OCG
214
Opus Capital Group
Ohio
$675K +$75.7K +1,551 +13%
US Bancorp
215
US Bancorp
Minnesota
$666K -$63.4K -1,299 -9%
OBWG
216
Onyx Bridge Wealth Group
New York
$657K -$54.5K -1,117 -8%
WCG
217
Weaver Consulting Group
California
$651K +$317K +6,500 +95%
EK
218
Evensky & Katz
Florida
$646K +$10.2K +208 +2%
MSFS
219
Main Street Financial Solutions
Pennsylvania
$639K -$30.9K -634 -5%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$634K +$6.98K +143 +1%
DPI
221
Diversified Portfolios Inc
Michigan
$633K -$41.5K -851 -6%
BFA
222
Beacon Financial Advisory
Ohio
$632K -$83.1K -1,702 -12%
GRP
223
Global Retirement Partners
California
$625K -$121K -2,489 -16%
MAWCM
224
Mine & Arao Wealth Creation & Management
California
$614K -$50.8K -1,041 -8%
GFA
225
Godfrey Financial Associates
New York
$599K +$598K +12,245 New