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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 39 funds opening new positions, 157 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.22%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.43%
New
39
Increased
157
Reduced
125
Closed
33
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
BlackRock
BlackRock
New York
$266M
2
GWM
Geneos Wealth Management
Colorado
$47.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$25.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.2M
5
AC
Apella Capital
Connecticut
$11.6M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
$87.9M
2
PP
Prosperity Planning
Missouri
$40.3M
3
Morgan Stanley
Morgan Stanley
New York
$31.7M
4
BWM
Boyd Wealth Management
California
$0
5
Ameriprise
Ameriprise
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNB
301
Security National Bank
Nebraska
$205K – – –
IWM
302
IHT Wealth Management
Illinois
$201K +$201K +4,160 New
CF
303
Centaurus Financial
California
$167K +$1.6K +33 +1%
VNA
304
Valley National Advisers
Pennsylvania
$165K -$44.1K -916 -21%
FWP
305
FAS Wealth Partners
Kansas
$161K +$48 +1 +0%
WP
306
WealthShield Partners
North Carolina
$159K -$31.6K -653 -17%
BL
307
BFSG LLC
California
$141K +$3.48K +72 +3%
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
$141K +$94.1K +1,946 +201%
Fidelity Investments
309
Fidelity Investments
Massachusetts
$128K +$116K +2,405 +998%
BCWM
310
Bartlett & Co Wealth Management
Ohio
$120K -$1.45K -30 -1%
MCA
311
Midwest Capital Advisors
Michigan
$116K -$182K -3,771 -61%
CI
312
CX Institutional
Indiana
$115K +$115K +2,382 New
KFO
313
Kopp Family Office
Minnesota
$105K – – –
BFS
314
Burkett Financial Services
South Carolina
$104K +$55.5K +1,147 +115%
SIC
315
Salem Investment Counselors
North Carolina
$95.3K -$2.9K -60 -3%
CIR
316
Clear Investment Research
Georgia
$92.9K -$1.6K -33 -2%
CBT
317
Crews Bank & Trust
Florida
$90.9K – – –
CTWM
318
Cherry Tree Wealth Management
Minnesota
$90.4K – – –
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.9K +$27.8K +574 +50%
AWM
320
AE Wealth Management
Kansas
$82.2K -$48.1K -994 -37%
Deutsche Bank
321
Deutsche Bank
Germany
$74.8K – – –
RF
322
Rossby Financial
Florida
$66.9K +$66.9K +1,382 New
BT
323
Banque Transatlantique
France
$64.4K -$40.7K -910 -39%
FFA
324
Farther Finance Advisors
California
$60.7K +$41.9K +869 +223%
RIL
325
Rothschild Investment LLC
Illinois
$57.8K – – –
11 12
13
14 15