ISTB icon

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
$341M
2
LPL Financial
LPL Financial
California
$49.8M
3
Ameriprise
Ameriprise
Minnesota
$25M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$47.8M

Top Sellers

1
PP
Prosperity Planning
Missouri
$41.6M
2
AA
Acorns Advisers
California
$496M
3
Charles Schwab
Charles Schwab
California
$117M
4
GWM
Geneos Wealth Management
Colorado
$24.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$24.8M -$506K -10,403 -2%
GWM
27
Geneos Wealth Management
Colorado
$24.5M -$23.4M -480,302 -49%
PAI
28
Pittenger & Anderson Inc
Nebraska
$23.6M +$527K +10,830 +2%
KOC
29
Koss-Olinger Consulting
Florida
$22.8M -$1.18M -24,267 -5%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.9M +$3.32M +68,169 +20%
Renaissance Technologies
31
Renaissance Technologies
New York
$19.8M -$5.93M -121,900 -23%
AC
32
Apella Capital
Connecticut
$18.9M +$7.25M +149,948 +62%
OWA
33
Opal Wealth Advisors
New York
$18.6M +$676K +13,894 +4%
BPA
34
Beacon Pointe Advisors
California
$18.3M +$619K +12,720 +4%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$17.6M -$91.5K -1,885 -0.5%
WMR
36
Wealth Management Resources
Rhode Island
$16.2M +$980K +20,149 +6%
CIP
37
Capital Insight Partners
Arizona
$14.5M -$1.09M -22,313 -7%
AA
38
Argent Advisors
Louisiana
$14.4M -$136K -2,793 -0.9%
DC
39
Dorval Corp
Minnesota
$14.1M +$402K +8,253 +3%
OFG
40
Omega Financial Group
California
$13.3M +$182K +3,748 +1%
IFA
41
Independence Financial Advisors
New Hampshire
$13.2M +$148K +3,032 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$13M +$1.53M +31,429 +13%
Goldman Sachs
43
Goldman Sachs
New York
$13M +$4.94M +101,567 +62%
ARA
44
Alexander Randolph Advisory
Virginia
$12.2M +$1.99M +40,843 +19%
LWA
45
Lineweaver Wealth Advisors
Ohio
$12.1M +$2.31M +47,426 +24%
IF
46
IRON Financial
Illinois
$10.8M +$94K +1,933 +0.9%
AWC
47
Abundance Wealth Counselors
Pennsylvania
$10.6M -$587K -12,063 -5%
Creative Planning
48
Creative Planning
Kansas
$10.4M -$965K -19,834 -8%
LWM
49
Lakeridge Wealth Management
Ohio
$10.2M +$196K +4,022 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$9.53M +$4.67M +95,911 +96%
1
2
3 4 5