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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 %
AA
1
Acorns Advisers
California
$496M -$35.2M -723,895 -7%
BlackRock
2
BlackRock
New York
$341M +$73.2M +1,504,125 +27%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$250M +$4.02M +82,700 +2%
Charles Schwab
4
Charles Schwab
California
$117M -$28.4M -584,289 -20%
Raymond James Financial
5
Raymond James Financial
Florida
$97.1M -$71.8K -1,475 -0.1%
TPI
6
Trust Point Inc
Wisconsin
$82.2M -$6.27M -128,962 -7%
ST
7
Spinnaker Trust
Maine
$65.1M -$1.95M -39,982 -3%
Mariner
8
Mariner
Kansas
$56.3M +$1.1M +22,637 +2%
TA
9
Townsend & Associates
Colorado
$53.9M +$843K +17,378 +2%
LPL Financial
10
LPL Financial
California
$49.8M +$17.2M +352,556 +52%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$47.8M +$7.49M +154,085 +19%
CWM
12
Cahaba Wealth Management
Georgia
$46.3M -$704K -14,474 -1%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$45.3M +$8.83M +181,524 +24%
UBS Group
14
UBS Group
Switzerland
$42.3M -$1.2M -24,754 -3%
PP
15
Prosperity Planning
Missouri
$41.6M -$40.3M
Bank of America
16
Bank of America
North Carolina
$37.2M +$3.11M +63,867 +9%
Morgan Stanley
17
Morgan Stanley
New York
$35.5M +$3.6M +74,038 +11%
MW
18
MBL Wealth
North Carolina
$34.6M -$270K -5,556 -0.8%
Wells Fargo
19
Wells Fargo
California
$30.5M +$3.3M +67,778 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27.8M -$176K -3,616 -0.6%
DWM
21
Destination Wealth Management
California
$27.5M +$524K +10,771 +2%
CL
22
CIM LLC
New York
$27.4M +$619K +12,714 +2%
FIA
23
FPC Investment Advisory
California
$26.5M +$1.93M +39,835 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.4M -$16M -329,791 -39%
Ameriprise
25
Ameriprise
Minnesota
$25M +$9.36M +192,418 +60%