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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$258K

Top Buyers

1
BlackRock
BlackRock
New York
+$73.2M
2
LPL Financial
LPL Financial
California
+$17.2M
3
Ameriprise
Ameriprise
Minnesota
+$9.36M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$8.83M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.49M

Top Sellers

1
PP
Prosperity Planning
Missouri
-$40.3M
2
AA
Acorns Advisers
California
-$35.2M
3
Charles Schwab
Charles Schwab
California
-$28.4M
4
GWM
Geneos Wealth Management
Colorado
-$23.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
301
Concurrent Investment Advisors
Florida
$207K +$1.17K +24 +0.6%
IWM
302
IHT Wealth Management
Illinois
$206K +$3.31K +68 +2%
SC
303
Summa Corp
Texas
$204K +$204K +4,200 New
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$203K -$126K -2,584 -38%
WA
305
WBH Advisory
Maryland
$201K -$10.3K -212 -5%
SNB
306
Security National Bank
Nebraska
$198K -$8.13K -167 -4%
NFSG
307
Newbridge Financial Services Group
Florida
$192K +$192K +3,955 New
WP
308
WealthShield Partners
North Carolina
$190K +$30.3K +622 +19%
RP
309
Rice Partnership
Hawaii
$185K +$185K +3,812 New
Fidelity Investments
310
Fidelity Investments
Massachusetts
$174K +$45.6K +937 +35%
CF
311
Centaurus Financial
California
$170K +$2.29K +47 +1%
VNA
312
Valley National Advisers
Pennsylvania
$166K +$242 +5 +0.1%
FWP
313
FAS Wealth Partners
Kansas
$162K +$97 +2 +0.1%
BL
314
BFSG LLC
California
$145K +$2.68K +55 +2%
PA
315
Parallel Advisors
California
$129K +$125K +2,571 +3,025%
MCA
316
Midwest Capital Advisors
Michigan
$117K – – –
CI
317
CX Institutional
Indiana
$116K – – –
BFS
318
Burkett Financial Services
South Carolina
$109K +$5.06K +104 +5%
KFO
319
Kopp Family Office
Minnesota
$106K – – –
SIC
320
Salem Investment Counselors
North Carolina
$95.8K – – –
CIR
321
Clear Investment Research
Georgia
$94K +$487 +10 +0.5%
CBT
322
Crews Bank & Trust
Florida
$91.5K – – –
CTWM
323
Cherry Tree Wealth Management
Minnesota
$90.9K – – –
AssetMark Inc
324
AssetMark Inc
California
$85K +$79.3K +1,631 +1,394%
Deutsche Bank
325
Deutsche Bank
Germany
$75.3K – – –
11 12
13
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