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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
$266M
2
GWM
Geneos Wealth Management
Colorado
$47.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$25.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$41.2M
5
AC
Apella Capital
Connecticut
$11.6M

Top Sellers

1
TPI
Trust Point Inc
Wisconsin
$87.9M
2
PP
Prosperity Planning
Missouri
$40.3M
3
Morgan Stanley
Morgan Stanley
New York
$31.7M
4
BWM
Boyd Wealth Management
California
$0
5
Ameriprise
Ameriprise
Minnesota
$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
126
City Holding Co
West Virginia
$2.2M +$153K +3,166 +7%
EFH
127
Eaton Financial Holdings
Florida
$2.14M +$258K +5,337 +14%
LWM
128
LJI Wealth Management
Indiana
$2.11M -$118K -2,436 -5%
PP
129
PDS Planning
Ohio
$2.09M -$15.5K -320 -0.7%
RWPA
130
Richard W. Paul & Associates
Michigan
$2.03M +$126K +2,616 +7%
SHIM
131
Stone House Investment Management
Pennsylvania
$2M +$311K +6,435 +18%
RIM
132
Rockbridge Investment Management
New York
$1.97M -$90.2K -1,865 -4%
KFGG
133
Keystone Financial Group (Georgia)
Georgia
$1.94M +$1.64M +33,898 +534%
PFS
134
Prospera Financial Services
Texas
$1.88M -$421K -8,711 -18%
MA
135
MKT Advisors
California
$1.88M +$250K +5,189 +15%
CM
136
Columbus Macro
Pennsylvania
$1.86M +$33.2K +687 +2%
HFW
137
Horizon Family Wealth
Illinois
$1.84M -$1.6K -33 -0.1%
Betterment LLC
138
Betterment LLC
New York
$1.81M -$116K -2,407 -6%
COCM
139
Charter Oak Capital Management
New Hampshire
$1.8M -$136K -2,822 -7%
TFP
140
TrueWealth Financial Partners
Washington
$1.75M -$270K -5,582 -13%
Jane Street
141
Jane Street
New York
$1.68M +$1.68M +34,762 New
WANY
142
Wealthspire Advisors (New York)
New York
$1.64M -$152K -3,152 -8%
CWM
143
Congress Wealth Management
Massachusetts
$1.61M +$1.61M +33,370 New
JWCA
144
J.W. Cole Advisors
Florida
$1.59M +$122K +2,517 +8%
MFG
145
Merit Financial Group
Georgia
$1.59M +$1.59M +32,903 New
KFP
146
KMG Fiduciary Partners
Ohio
$1.57M +$725 +15 +0%
JFL
147
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.56M -$594K – –
FA
148
FC Advisory
Pennsylvania
$1.56M +$49.3K +1,019 +3%
RWM
149
Rialto Wealth Management
New York
$1.55M -$31.3K -647 -2%
RSF
150
Rik Saylor Financial
Ohio
$1.55M -$25.8K -534 -2%
4 5
6
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