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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
AA
1
Acorns Advisers
California
$563M +$27.4M +562,194 +5%
BlackRock
2
BlackRock
New York
$270M -$48.7M -996,988 -15%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$259M +$3.48M +71,400 +1%
Charles Schwab
4
Charles Schwab
California
$114M -$1.12M -22,897 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$108M +$5.37M +110,022 +5%
TPI
6
Trust Point Inc
Wisconsin
$87.2M +$3.21M +65,856 +4%
SWM
7
SHP Wealth Management
Massachusetts
$70.7M +$70.7M +1,449,607 New
Jones Financial Companies
8
Jones Financial Companies
Missouri
$69.7M +$12.4M +253,734 +22%
ST
9
Spinnaker Trust
Maine
$67.5M +$1.87M +38,402 +3%
Mariner
10
Mariner
Kansas
$62.6M +$1.78M +36,456 +3%
TA
11
Townsend & Associates
Colorado
$56.9M +$861K +17,652 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$52.2M +$10.3M +211,271 +25%
CWM
13
Cahaba Wealth Management
Georgia
$51.9M +$3.27M +66,931 +7%
Bank of America
14
Bank of America
North Carolina
$48.6M +$2.91M +59,557 +6%
PP
15
Prosperity Planning
Missouri
$47.1M
UBS Group
16
UBS Group
Switzerland
$46.1M +$3.94M +80,748 +9%
LPL Financial
17
LPL Financial
California
$42.2M +$2.12M +43,350 +5%
Morgan Stanley
18
Morgan Stanley
New York
$41.9M +$3.19M +65,352 +8%
AC
19
Apella Capital
Connecticut
$39.7M +$5.21M +106,752 +15%
MW
20
MBL Wealth
North Carolina
$37.8M +$1.36M +27,948 +4%
Ameriprise
21
Ameriprise
Minnesota
$34.4M +$16.9M +346,125 +96%
Wells Fargo
22
Wells Fargo
California
$32.7M +$1.06M +21,631 +3%
DWM
23
Destination Wealth Management
California
$29.9M +$1.59M +32,589 +6%
FIA
24
FPC Investment Advisory
California
$29.5M +$2.03M +41,546 +7%
KOC
25
Koss-Olinger Consulting
Florida
$27.7M +$5.02M +102,794 +22%