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iShares Core 1-5 Year USD Bond ETF

384 hedge funds and large institutions have $3.06B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 164 increasing their positions, 126 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 126

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

2% more capital invested

Capital invested by funds: $3B → $3.06B (+$61M)

0% more funds holding in top 10

Funds holding in top 10: 3333 (0)

1% less funds holding

Funds holding: 386384 (-2)

1.57% less ownership

Funds ownership: 69.36%67.79% (-1.6%)

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
5.06%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
28
Increased
164
Reduced
126
Closed
25
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$258K
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$24.8M -$502K -10,403 -2%
GWM
27
Geneos Wealth Management
Colorado
$24.5M -$23.2M -480,302 -49%
PAI
28
Pittenger & Anderson Inc
Nebraska
$23.6M +$523K +10,830 +2%
KOC
29
Koss-Olinger Consulting
Florida
$22.8M -$1.17M -24,267 -5%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.9M +$3.29M +68,169 +20%
Renaissance Technologies
31
Renaissance Technologies
New York
$19.8M -$5.88M -121,900 -23%
AC
32
Apella Capital
Connecticut
$18.9M +$7.24M +149,948 +62%
OWA
33
Opal Wealth Advisors
New York
$18.6M +$671K +13,894 +4%
BPA
34
Beacon Pointe Advisors
California
$18.3M +$614K +12,720 +4%
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$17.6M -$91K -1,885 -0.5%
WMR
36
Wealth Management Resources
Rhode Island
$16.2M +$972K +20,149 +6%
CIP
37
Capital Insight Partners
Arizona
$14.5M -$1.08M -22,313 -7%
AA
38
Argent Advisors
Louisiana
$14.4M -$135K -2,793 -0.9%
DC
39
Dorval Corp
Minnesota
$14.1M +$398K +8,253 +3%
OFG
40
Omega Financial Group
California
$13.3M +$181K +3,748 +1%
IFA
41
Independence Financial Advisors
New Hampshire
$13.2M +$146K +3,032 +1%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$13M +$1.52M +31,429 +13%
Goldman Sachs
43
Goldman Sachs
New York
$13M +$4.9M +101,567 +62%
ARA
44
Alexander Randolph Advisory
Virginia
$12.2M +$1.97M +40,843 +19%
LWA
45
Lineweaver Wealth Advisors
Ohio
$12.1M +$2.29M +47,426 +24%
IF
46
IRON Financial
Illinois
$10.8M +$93.3K +1,933 +0.9%
AWC
47
Abundance Wealth Counselors
Pennsylvania
$10.6M -$582K -12,063 -5%
Creative Planning
48
Creative Planning
Kansas
$10.4M -$957K -19,834 -8%
LWM
49
Lakeridge Wealth Management
Ohio
$10.2M +$194K +4,022 +2%
Citadel Advisors
50
Citadel Advisors
Florida
$9.53M +$4.63M +95,911 +96%

ISTB Hedge Fund Activity: Q2 2025 in Review

384 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q2 2025, worth a combined $3.06B — up 2% from $3B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ISTB positions and 25 closed out — a net gain of 3 holders — while 164 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $72.6M. The largest seller was Acorns Advisers, cutting an estimated $34.9M.

  • 384 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q2 2025, down from 386 in Q1 2025.
  • Funds reported $3.06B of iShares Core 1-5 Year USD Bond ETF stock for Q2 2025, up 2% quarter-over-quarter.
  • 28 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q2 2025 and 25 closed out, a net change of +3 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q2 2025 was BlackRock, an estimated $72.6M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q2 2025 was Acorns Advisers, an estimated $34.9M sold.

Based on aggregated 13F filings for Q2 2025.