ISTB icon

iShares Core 1-5 Year USD Bond ETF

371 hedge funds and large institutions have $3.12B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 161 increasing their positions, 120 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% less funds holding

Funds holding: 380371 (-9)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

18% less call options, than puts

Call options by funds: $640K | Put options by funds: $781K

Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$640K
Puts
$781K
Net Calls
Net Calls Change

Top Buyers

1 +$38.8M
2 +$20.6M
3 +$15.5M
4
Goldman Sachs
Goldman Sachs
New York
+$9.45M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
126
Stone House Investment Management
Pennsylvania
$2.16M
PP
127
PDS Planning
Ohio
$2.14M
PFS
128
Prospera Financial Services
Texas
$2.11M
RWPA
129
Richard W. Paul & Associates
Michigan
$2.03M
RIM
130
Rockbridge Investment Management
New York
$1.96M
Betterment LLC
131
Betterment LLC
New York
$1.93M
HFW
132
Horizon Family Wealth
Illinois
$1.87M
GFG
133
Goldstone Financial Group
Illinois
$1.86M
MA
134
MKT Advisors
California
$1.85M
JGCM
135
Joseph Group Capital Management
Ohio
$1.83M
COCM
136
Charter Oak Capital Management
New Hampshire
$1.82M
JWCA
137
J.W. Cole Advisors
Florida
$1.79M
Focus Partners Wealth
138
Focus Partners Wealth
Massachusetts
$1.68M
KFP
139
KMG Fiduciary Partners
Ohio
$1.66M
FA
140
FC Advisory
Pennsylvania
$1.62M
WANY
141
Wealthspire Advisors (New York)
New York
$1.61M
MFG
142
Merit Financial Group
Georgia
$1.58M
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$1.56M
EAM
144
Eukles Asset Management
Ohio
$1.55M
SPF
145
South Plains Financial
Texas
$1.54M
WTB
146
Washington Trust Bank
Washington
$1.44M
FPB
147
First PREMIER Bank
South Dakota
$1.43M
Baird Financial Group
148
Baird Financial Group
Wisconsin
$1.38M
BA
149
Bellwether Advisors
Nebraska
$1.38M
SSWM
150
Sheets Smith Wealth Management
North Carolina
$1.37M