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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$341M
2
LPL Financial
LPL Financial
California
$49.8M
3
Ameriprise
Ameriprise
Minnesota
$25M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$47.8M

Top Sellers

1
PP
Prosperity Planning
Missouri
$41.6M
2
AA
Acorns Advisers
California
$496M
3
Charles Schwab
Charles Schwab
California
$117M
4
GWM
Geneos Wealth Management
Colorado
$24.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
226
Arlington Trust
Alabama
$530K – – –
SF
227
Summit Financial
New Jersey
$519K -$3.94K -81 -0.8%
AWE
228
Avidian Wealth Enterprises
Texas
$511K +$234K +4,810 +85%
CW
229
CreativeOne Wealth
Kansas
$510K +$510K +10,478 New
GFPC
230
Global Financial Private Client
Florida
$507K – – –
CPIG
231
Chicago Partners Investment Group
Illinois
$487K +$55K +1,135 +13%
CTA
232
Colonial Trust Advisors
South Carolina
$487K -$69.8K -1,434 -13%
Cerity Partners
233
Cerity Partners
New York
$481K -$436K -8,967 -48%
CT
234
Colonial Trust
South Carolina
$481K -$61.8K -1,270 -11%
AIS
235
Accredited Investor Services
Minnesota
$481K +$8.17K +168 +2%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$478K -$17.5K -359 -4%
Comerica Bank
237
Comerica Bank
Texas
$461K -$97 -2 -0%
TSS
238
Two Sigma Securities
New York
$460K -$220K -4,525 -32%
TAM
239
Tocqueville Asset Management
New York
$457K – – –
OCM
240
Osterweis Capital Management
California
$438K -$435K – –
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$431K – – –
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$419K +$84.8K +1,743 +25%
LWM
243
Level Wealth Management
North Carolina
$418K -$563K -11,579 -57%
BTI
244
Blue Trust Inc
Georgia
$399K -$182K -3,734 -31%
ACP
245
Aviance Capital Partners
Florida
$399K -$13.4K -276 -3%
LFAS
246
Level Four Advisory Services
Texas
$382K -$11.1K -229 -3%
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$376K +$51.9K +1,067 +16%
SIM
248
Studio Investment Management
Illinois
$376K -$123K -2,525 -25%
SHFA
249
SC&H Financial Advisors
Maryland
$359K +$2.29K +47 +0.6%
GC
250
Garde Capital
Washington
$350K – – –
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