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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

384 hedge funds and large institutions have $3B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
5.22%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
38
Increased
158
Reduced
125
Closed
33
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
BlackRock
BlackRock
New York
+$113M
2
GWM
Geneos Wealth Management
Colorado
+$23.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$14.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$11.8M
5
AC
Apella Capital
Connecticut
+$9.75M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
-$76.6M
2
PP
Prosperity Planning
Missouri
-$37.9M
3
Morgan Stanley
Morgan Stanley
New York
-$17.1M
4
BWM
Boyd Wealth Management
California
-$11.7M
5
Ameriprise
Ameriprise
Minnesota
-$9.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
251
SC&H Financial Advisors
Maryland
$354K +$18.7K +386 +6%
SOAMC
252
Spirit of America Management Corp
New York
$348K +$1.6K +33 +0.5%
GC
253
Garde Capital
Washington
$348K +$348K +7,190 New
WA
254
Wealth Architects
California
$344K +$61.6K +1,275 +22%
OHWP
255
Oak Harbor Wealth Partners
North Carolina
$332K +$64.6K +1,337 +24%
KLI
256
Kelman-Lazarov Inc
Tennessee
$328K +$2.18K +45 +0.7%
Kovitz Investment Group Partners
257
Kovitz Investment Group Partners
Illinois
$327K -$19.2K -398 -6%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$322K -$946K -19,560 -75%
CKAIS
259
Christensen King & Associates Investment Services
Washington
$321K +$1.5K +31 +0.5%
ACA
260
Affinity Capital Advisors
California
$318K -$43.2K -903 -12%
ZF
261
Zhang Financial
Michigan
$301K – – –
CCM
262
Coldstream Capital Management
Washington
$299K -$5.85K -121 -2%
PWH
263
Priebe Wealth Holdings
Minnesota
$296K – – –
MCC
264
Money Concepts Capital
Florida
$290K +$967 +20 +0.3%
HWM
265
Hohimer Wealth Management
Washington
$290K -$2.03K -42 -0.7%
AWS
266
Atria Wealth Solutions
New York
$285K +$22.3K +461 +8%
RW
267
Rede Wealth
Virginia
$282K -$7.4K -153 -3%
IWC
268
Infinity Wealth Counsel
Ohio
$278K -$13.5K -280 -5%
AWE
269
Avidian Wealth Enterprises
Texas
$275K +$275K +5,688 New
FBT
270
First Bankers Trust
Kentucky
$274K – – –
SJGA
271
Stephen J. Garry & Associates
New York
$273K – – –
RCAG
272
Rehmann Capital Advisory Group
Michigan
$271K +$1.26K +26 +0.5%
FZCM
273
Flynn Zito Capital Management
New York
$268K +$290 +6 +0.1%
SHWM
274
Smith & Howard Wealth Management
Georgia
$268K -$435K -8,996 -62%
WKWM
275
Walter & Keenan Wealth Management
Indiana
$268K – – –
9 10
11
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