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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 %
LWM
51
Lakeridge Wealth Management
Ohio
$9.96M +$631K +13,053 +7%
LWA
52
Lineweaver Wealth Advisors
Ohio
$9.75M -$248K -5,119 -2%
CA
53
CGN Advisors
Kansas
$9.61M +$861K +17,806 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$9.51M -$839K -17,348 -8%
PFM
55
Phillips Financial Management
Indiana
$9.46M -$727K -15,027 -7%
BFA
56
Buttonwood Financial Advisors
Maryland
$8.97M +$1.08M +22,420 +14%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$8.73M +$395K +8,161 +5%
FAI
58
Fiduciary Advisors Inc
Missouri
$8.45M +$439K +9,079 +5%
MFC
59
Morris Financial Concepts
South Carolina
$8.26M +$96.9K +2,004 +1%
Osaic Holdings
60
Osaic Holdings
Arizona
$8.15M -$1.83M -37,892 -18%
Goldman Sachs
61
Goldman Sachs
New York
$7.98M +$4.01M +82,911 +101%
FWM
62
Fonville Wealth Management
Virginia
$7.88M +$1.61M +33,282 +26%
CWM
63
Cranbrook Wealth Management
Michigan
$7.84M -$210K -4,344 -3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$7.56M +$57.5K +1,190 +0.8%
HPM
65
Hoxton Planning & Management
West Virginia
$7.24M +$7.24M +149,675 New
AFG
66
Arkansas Financial Group
Arkansas
$6.9M -$352K -7,344 -5%
CA
67
Clune & Associates
Illinois
$6.88M +$324K +6,705 +5%
KPWG
68
KFA Private Wealth Group
Virginia
$6.79M +$185K +3,818 +3%
MML Investors Services
69
MML Investors Services
Massachusetts
$6.72M +$523K +10,814 +8%
SIAM
70
Sterling Investment Advisors (Missouri)
Missouri
$6.67M +$365K +7,559 +6%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$6.67M +$145K +3,007 +2%
BC
72
Brio Consultants
California
$6.34M -$76.9K -1,591 -1%
JWM
73
JGP Wealth Management
Oregon
$6.33M +$503K +10,409 +9%
VFA
74
Values First Advisors
Tennessee
$6.26M +$6.19K +128 +0.1%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.22M +$6.22M +128,699 New
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