We are live on ! Find out more
ISTB icon

iShares Core 1-5 Year USD Bond ETF

384 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 164 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2% more capital invested

Capital invested by funds: $3B → $3.06B (+$61M)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 386384 (-2)

1.57% less ownership

Funds ownership: 69.36%67.79% (-1.6%)

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
28
Increased
164
Reduced
126
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
276
Smith & Howard Wealth Management
Georgia
$270K
WKWM
277
Walter & Keenan Wealth Management
Indiana
$270K
HWM
278
Hohimer Wealth Management
Washington
$269K -$22.7K -470 -8%
ESB
279
Essex Savings Bank
Connecticut
$266K
PP
280
PFS Partners
New Jersey
$264K
CAM
281
Cidel Asset Management
Ontario, Canada
$264K
RW
282
Rede Wealth
Virginia
$263K -$20.5K -424 -7%
Corient Private Wealth
283
Corient Private Wealth
Florida
$261K +$259K +5,368 New
ACA
284
Affinity Capital Advisors
California
$254K -$68.5K -1,420 -21%
SWA
285
SFMG Wealth Advisors
Texas
$253K +$11.2K +233 +5%
PFPT
286
Pinnacle Financial Partners (Tennessee)
Tennessee
$251K +$249K +5,154 New
WIA
287
World Investment Advisors
California
$250K +$15.9K +330 +7%
WFL
288
Wealth Forward LLC
North Dakota
$245K
SWM
289
SigFig Wealth Management
California
$245K +$243K +5,037 New
BPWM
290
BCS Private Wealth Management
New Jersey
$243K +$241K +5,000 New
SWM
291
Silverlake Wealth Management
Vermont
$240K +$238K +4,930 New
SC
292
Savant Capital
Illinois
$238K +$31.4K +651 +15%
APP
293
Avantax Planning Partners
Iowa
$232K -$21.8K -452 -9%
HCM
294
Hudson Capital Management
New Jersey
$227K +$1.54K +32 +0.7%
AFG
295
Atomi Financial Group
New York
$224K +$222K +4,604 New
PCIA
296
Prime Capital Investment Advisors
Kansas
$223K +$9.6K +199 +5%
FZCM
297
Flynn Zito Capital Management
New York
$221K -$47.9K -992 -18%
WA
298
Wealth Architects
California
$221K -$124K -2,562 -36%
PIMG
299
Patriot Investment Management Group
Tennessee
$218K -$20.8K -430 -9%
WCG
300
Weaver Consulting Group
California
$217K +$216K +4,470 New

ISTB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2025, worth a combined $3.06B — up 2% from $3B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ISTB positions and 25 closed out — a net gain of 3 holders — while 164 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $72.6M. The largest seller was Acorns Advisers, cutting an estimated $34.9M.

  • 384 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2025, down from 386 in Q1 2025.
  • Funds reported $3.06B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2025, up 2% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2025 and 25 closed out, a net change of +3 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2025 was BlackRock, an estimated $72.6M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2025 was Acorns Advisers, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.