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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 %
BAAM
101
Baker Avenue Asset Management
California
$3.18M +$23.8K +492 +0.8%
EH
102
Equitable Holdings
New York
$3.13M +$126K +2,613 +4%
MFA
103
McClarren Financial Advisors
Pennsylvania
$3.09M +$219K +4,459 +8%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$3.08M +$152K +3,153 +5%
OIA
105
OneDigital Investment Advisors
Kansas
$2.99M -$355K -7,334 -11%
SI
106
Seeds Investor
New York
$2.99M +$47.2K +976 +2%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2.99M -$673K -13,914 -18%
GFG
108
Goldstone Financial Group
Illinois
$2.96M +$113K +2,343 +4%
OC
109
Oppenheimer & Co
New York
$2.95M +$1.62M +33,447 +122%
PF
110
PlanWiser Financial
Colorado
$2.72M +$2.72M +56,248 New
PAG
111
Private Advisor Group
New Jersey
$2.7M -$64.7K -1,338 -2%
TPW
112
Turn8 Private Wealth
$2.69M +$373K +7,701 +16%
SIC
113
Samalin Investment Counsel
New York
$2.66M -$66.7K -1,380 -2%
KAS
114
Kestra Advisory Services
Texas
$2.64M +$73.8K +1,527 +3%
ST
115
Smithfield Trust
Pennsylvania
$2.63M – – –
EI
116
eCIO Inc
Wisconsin
$2.58M +$2.58M +53,416 New
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$2.51M +$180K +3,732 +8%
NA
118
NewEdge Advisors
Louisiana
$2.46M +$596K +12,326 +32%
SVWAG
119
Sound View Wealth Advisors Group
Georgia
$2.45M -$179K -3,704 -7%
IAG
120
Investment Advisory Group
Massachusetts
$2.43M +$53.7K +1,110 +2%
WDG
121
Wealth Dimensions Group
Ohio
$2.41M +$112K +2,313 +5%
JGCM
122
Joseph Group Capital Management
Ohio
$2.39M -$45.5K -942 -2%
VA
123
Valmark Advisers
Ohio
$2.29M +$28.9K +598 +1%
MCWS
124
McKinley Carter Wealth Services
West Virginia
$2.29M -$8M -165,528 -78%
CA
125
Cambridge Associates
Massachusetts
$2.27M +$917K +18,967 +68%
3 4
5
6 7