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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.

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
1
BlackRock
New York
$266M
2
GWM
2
Geneos Wealth Management
Colorado
$47.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$25.5M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$41.2M
5
AC
5
Apella Capital
Connecticut
$11.6M

Top Sellers

1
TPI
1
Trust Point Inc
Wisconsin
$87.9M
2
PP
2
Prosperity Planning
Missouri
$40.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$31.7M
4
BWM
4
Boyd Wealth Management
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$25.2M +$74.4K +1,539 +0.3%
FIA
27
FPC Investment Advisory
California
$24.4M +$2.24M +46,535 +10%
KOC
28
Koss-Olinger Consulting
Florida
$23.8M +$302K +6,242 +1%
PAI
29
Pittenger & Anderson Inc
Nebraska
$23M +$2.32M +47,982 +11%
OWA
30
Opal Wealth Advisors
New York
$17.8M +$1.36M +28,069 +8%
HAIM
31
Hunter Associates Investment Management
Pennsylvania
$17.6M +$1.18M +24,426 +7%
BPA
32
Beacon Pointe Advisors
California
$17.5M +$992K +20,514 +6%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.5M +$395K +8,164 +2%
Ameriprise
34
Ameriprise
Minnesota
$15.5M -$9.92M -205,069 -39%
CIP
35
Capital Insight Partners
Arizona
$15.5M +$106K +2,200 +0.7%
WMR
36
Wealth Management Resources
Rhode Island
$15.1M +$747K +15,452 +5%
AA
37
Argent Advisors
Louisiana
$14.5M +$1.15M +23,768 +9%
DC
38
Dorval Corp
Minnesota
$13.6M +$157K +3,256 +1%
OFG
39
Omega Financial Group
California
$13.1M +$433K +8,949 +3%
IFA
40
Independence Financial Advisors
New Hampshire
$13M +$13M +268,805 New
AC
41
Apella Capital
Connecticut
$11.6M +$9.75M +202,751 +535%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$11.5M -$204K -4,250 -2%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$11.4M +$1.84M +38,114 +19%
Creative Planning
44
Creative Planning
Kansas
$11.3M +$651K +13,457 +6%
AWC
45
Abundance Wealth Counselors
Pennsylvania
$11.1M -$641K -13,249 -5%
IF
46
IRON Financial
Illinois
$10.6M +$123K +2,538 +1%
ARA
47
Alexander Randolph Advisory
Virginia
$10.1M +$221K +4,580 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$9.99M +$146K +3,022 +1%
OPS
49
Orion Portfolio Solutions
Nebraska
$9.97M -$17.1K -354 -0.2%
BCI
50
Brinker Capital Investments
Pennsylvania
$9.97M -$17.1K -354 -0.2%
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