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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 %
CIA
376
Cape Investment Advisory
Georgia
$712 +$712 +15 New
HWM
377
HighMark Wealth Management
Minnesota
$677 – – –
DF
378
Dunhill Financial
United Kingdom
$644 +$644 +15 New
LWMI
379
Legacy Wealth Management (Idaho)
Idaho
$581 – – –
SS
380
Sunbelt Securities
Texas
$483 -$483 -10 -50%
IHWM
381
Iron Horse Wealth Management
Iowa
$247 – – –
WWM
382
Wolff Wiese Magana
California
$146 – – –
TRCT
383
Tower Research Capital (TRC)
New York
$145 -$193 -4 -57%
CPG
384
Cornerstone Planning Group
New Jersey
$96 +$96 +2 New
HNB
385
Huntington National Bank
Ohio
$48 -$48 – –
AFS
386
Anderson Financial Strategies
Ohio
$48 – – –
EWA
387
EverSource Wealth Advisors
Alabama
$27 -$175K -6,472 -100%
RFC
388
Regions Financial Corp
Alabama
$24 – – –
BWM
389
Boyd Wealth Management
California
– -$11.7M -244,111 Closed
AO
390
Advisor OS
Illinois
– -$6.88M -144,075 Closed
MA
391
MJP Associates
Connecticut
– -$6.12M -128,076 Closed
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
– -$4.52M -94,549 Closed
FHB
393
First Hawaiian Bank
Hawaii
– -$4.23M -88,465 Closed
SRA
394
Secured Retirement Advisors
Minnesota
– -$606K -12,688 Closed
GC
395
Grimes & Company
Massachusetts
– -$601K -12,573 Closed
GG
396
Greenwood Gearhart
Arkansas
– -$504K -10,560 Closed
Northern Trust
397
Northern Trust
Illinois
– -$481K -10,077 Closed
CMS
398
Capital Market Strategies
Florida
– -$474K -9,922 Closed
PTC
399
Private Trust Company
Ohio
– -$325K -6,798 Closed
WN
400
Williams & Novak
California
– -$317K -6,630 Closed
13 14 15
16
17