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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 %
AAP
351
Arax Advisory Partners
Colorado
$10.9K +$10.9K +225 New
CWM
352
Copia Wealth Management
Oregon
$10.6K – – –
BONH
353
Bank of New Hampshire
New Hampshire
$10.1K +$1.93K +40 +24%
PSFG
354
Park Square Financial Group
Georgia
$9.96K – – –
SW
355
SVB Wealth
Massachusetts
$9.72K +$9.72K +201 New
CAL
356
Capital Analysts LLC
Pennsylvania
$9K -$27K -562 -75%
TAM
357
Townsend Asset Management
North Carolina
$8.95K – – –
Citigroup
358
Citigroup
New York
$8.12K – – –
CT
359
Clearstead Trust
Maine
$7.88K – – –
CA
360
CoreCap Advisors
Michigan
$7.74K -$7.21K -149 -48%
AssetMark Inc
361
AssetMark Inc
California
$5.66K +$5.66K +117 New
SIS
362
Sound Income Strategies
Florida
$5.38K +$1.7K +35 +46%
PA
363
Pineridge Advisors
Missouri
$5.3K +$48 +1 +0.9%
FFA
364
Founders Financial Alliance
North Carolina
$5.22K – – –
QCG
365
Quadrant Capital Group
Ohio
$4.84K – – –
PA
366
Parallel Advisors
California
$4.12K -$970 -20 -19%
HI
367
Horizon Investments
North Carolina
$3.41K – – –
CFD
368
Creative Financial Designs
Indiana
$3.09K – – –
OP
369
ORG Partners
Indiana
$3.09K -$17.2K -357 -85%
TFA
370
Transamerica Financial Advisors
Florida
$3K – – –
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$2.66K +$2.66K +55 New
FRA
372
Front Row Advisors
California
$2.42K – – –
JFA
373
JNBA Financial Advisors
Minnesota
$1.21K +$1.21K +25 New
SFCL
374
Strengthening Families & Communities LLC
Massachusetts
$919 +$919 +19 New
MEG
375
Millstone Evans Group
Colorado
$774 – – –
13 14
15
16 17