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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
BCI
51
Brinker Capital Investments
Pennsylvania
$9.47M -$554K -11,473 -6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$9.43M -$138K -2,850 -1%
PFM
53
Phillips Financial Management
Indiana
$9.2M -$321K -6,644 -3%
BFA
54
Buttonwood Financial Advisors
Maryland
$9.12M +$96.5K +1,999 +1%
Osaic Holdings
55
Osaic Holdings
Arizona
$9.09M +$883K +18,298 +11%
FAI
56
Fiduciary Advisors Inc
Missouri
$9.01M +$509K +10,553 +6%
WFAG
57
Wescott Financial Advisory Group
Pennsylvania
$8.9M +$111K +2,310 +1%
FWM
58
Fonville Wealth Management
Virginia
$8.23M +$308K +6,391 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$8.21M +$1.43M +29,683 +21%
MFC
60
Morris Financial Concepts
South Carolina
$8.13M -$179K -3,710 -2%
CA
61
CGN Advisors
Kansas
$8.06M -$1.6M -33,066 -17%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$7.7M +$93.2K +1,932 +1%
CWM
63
Cranbrook Wealth Management
Michigan
$7.52M -$369K -7,641 -5%
MCA
64
Maryland Capital Advisors
Maryland
$7.43M +$6.99M +144,820 +1,851%
CA
65
Clune & Associates
Illinois
$7.28M +$354K +7,338 +5%
HPM
66
Hoxton Planning & Management
West Virginia
$7.28M -$579 -12 -0%
KPWG
67
KFA Private Wealth Group
Virginia
$7.25M +$408K +8,460 +6%
SIAM
68
Sterling Investment Advisors (Missouri)
Missouri
$6.94M +$222K +4,610 +3%
GCG
69
Gilbert Capital Group
Maine
$6.75M +$6.69M +138,721 New
AFG
70
Arkansas Financial Group
Arkansas
$6.67M -$330K -6,838 -5%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$6.6M -$103K -2,143 -2%
JWM
72
JGP Wealth Management
Oregon
$6.55M +$173K +3,587 +3%
BEAM
73
Baker Ellis Asset Management
Washington
$6.35M +$236K +4,900 +4%
PFT
74
Providence First Trust
Arizona
$6.35M +$96.5K +2,000 +2%
BC
75
Brio Consultants
California
$6.28M -$93.5K -1,937 -1%

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.