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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
XT
301
XTX Topco
Cayman Islands
$217K +$215K +4,452 New
BFA
302
Beaumont Financial Advisors
Massachusetts
$215K +$1.98K +41 +0.9%
HIC
303
Holderness Investments Company
North Carolina
$213K
KFI
304
Key Financial Inc
Pennsylvania
$212K
SGCA
305
Steel Grove Capital Advisors
Tennessee
$209K
CIA
306
Concurrent Investment Advisors
Florida
$207K +$1.16K +24 +0.6%
IWM
307
IHT Wealth Management
Illinois
$206K +$3.28K +68 +2%
SC
308
Summa Corp
Texas
$204K +$203K +4,200 New
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$203K -$125K -2,584 -38%
WA
310
WBH Advisory
Maryland
$201K -$10.2K -212 -5%
SNB
311
Security National Bank
Nebraska
$198K -$8.06K -167 -4%
NFSG
312
Newbridge Financial Services Group
Florida
$192K +$191K +3,955 New
WP
313
WealthShield Partners
North Carolina
$190K +$30K +622 +19%
RP
314
Rice Partnership
Hawaii
$185K +$184K +3,812 New
Fidelity Investments
315
Fidelity Investments
Massachusetts
$174K +$45.2K +937 +35%
CF
316
Centaurus Financial
California
$170K +$2.27K +47 +1%
VNA
317
Valley National Advisers
Pennsylvania
$166K +$241 +5 +0.1%
FWP
318
FAS Wealth Partners
Kansas
$162K +$97 +2 +0.1%
BL
319
BFSG LLC
California
$145K +$2.65K +55 +2%
PA
320
Parallel Advisors
California
$129K +$124K +2,571 +3,025%
MCA
321
Midwest Capital Advisors
Michigan
$117K
CI
322
CX Institutional
Indiana
$116K
BFS
323
Burkett Financial Services
South Carolina
$109K +$5.02K +104 +5%
KFO
324
Kopp Family Office
Minnesota
$106K
SIC
325
Salem Investment Counselors
North Carolina
$95.8K

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.