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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 %
BW
276
BIP Wealth
Georgia
$266K -$57.4K -1,188 -18%
AWA
277
Arete Wealth Advisors
Illinois
$266K +$266K +5,510 New
VFIC
278
Valley Forge Investment Consultants
Pennsylvania
$266K +$8.66K +179 +3%
ESB
279
Essex Savings Bank
Connecticut
$264K – – –
PP
280
PFS Partners
New Jersey
$263K – – –
CAM
281
Cidel Asset Management
Ontario, Canada
$262K +$262K +5,425 New
CG
282
Curat Global
New Hampshire
$261K +$261K +5,173 New
APP
283
Avantax Planning Partners
Iowa
$252K – – –
WFL
284
Wealth Forward LLC
North Dakota
$244K – – –
OBWG
285
Onyx Bridge Wealth Group
New York
$243K -$777K -16,065 -76%
SWA
286
SFMG Wealth Advisors
Texas
$241K +$28K +580 +13%
PIMG
287
Patriot Investment Management Group
Tennessee
$238K +$242 +5 +0.1%
ATWA
288
Arbor Trust Wealth Advisors
Michigan
$233K – – –
WIA
289
World Investment Advisors
California
$232K +$1.35K +28 +0.6%
SWC
290
Spectrum Wealth Counsel
Indiana
$232K – – –
LAMC
291
Longview Asset Management (California)
California
$230K -$6.77K -140 -3%
HCM
292
Hudson Capital Management
New Jersey
$224K -$145 -3 -0.1%
PCIA
293
Prime Capital Investment Advisors
Kansas
$212K -$4.84K -100 -2%
BFA
294
Beaumont Financial Advisors
Massachusetts
$212K +$1.26K +26 +0.6%
HIC
295
Holderness Investments Company
North Carolina
$212K – – –
KFI
296
Key Financial Inc
Pennsylvania
$210K – – –
WA
297
WBH Advisory
Maryland
$210K – – –
SGCA
298
Steel Grove Capital Advisors
Tennessee
$208K – – –
SC
299
Savant Capital
Illinois
$205K -$7.59K -157 -4%
CIA
300
Concurrent Investment Advisors
Florida
$205K +$205K +4,232 New
10 11
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