ISTB icon

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 %
AFG
401
Atomi Financial Group
New York
– -$298K -6,244 Closed
IAA
402
Independent Advisor Alliance
North Carolina
– -$263K -5,503 Closed
AF
403
Abound Financial
California
– -$237K -4,956 Closed
PI
404
PFG Investments
New York
– -$236K -4,942 Closed
EC
405
EdgeRock Capital
Colorado
– -$230K -4,821 Closed
MWM
406
Modera Wealth Management
New Jersey
– -$227K -4,754 Closed
CAC
407
Certified Advisory Corp
Florida
– -$223K -4,659 Closed
PJSIMP
408
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$210K -4,392 Closed
RP
409
Rice Partnership
Hawaii
– -$172K -3,592 Closed
IWA
410
Icon Wealth Advisors
Texas
– -$170K -3,565 Closed
MCM
411
MidAtlantic Capital Management
Virginia
– -$167K -3,501 Closed
PWS
412
Peterson Wealth Services
Utah
– -$150K -3,135 Closed
EW
413
Element Wealth
Mississippi
– -$101K -2,110 Closed
AWM
414
Avior Wealth Management
Nebraska
– -$54.6K -1,143 Closed
CFGS
415
Concourse Financial Group Securities
Alabama
– -$52.9K -1,106 Closed
TCG
416
Transcendent Capital Group
Oklahoma
– -$24.1K -504 Closed
FFA
417
Frazier Financial Advisors
Ohio
– -$15K -314 Closed
FHA
418
First Horizon Advisors
Tennessee
– -$13.1K -274 Closed
VHAM
419
Van Hulzen Asset Management
California
– -$12.2K -256 Closed
GTAM
420
Global Trust Asset Management
Florida
– -$7.17K -150 Closed
NWM
421
Nova Wealth Management
Florida
– -$717 -15 Closed
13 14 15 16
17