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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
VA
126
Valmark Advisers
Ohio
$2.28M -$21.8K -451 -1%
KFGG
127
Keystone Financial Group (Georgia)
Georgia
$2.17M +$217K +4,491 +11%
WTB
128
Washington Trust Bank
Washington
$2.13M +$1.4M +28,987 +197%
PP
129
PDS Planning
Ohio
$2.12M +$22.1K +458 +1%
GFG
130
Goldstone Financial Group
Illinois
$2.11M -$857K -17,749 -29%
JGCM
131
Joseph Group Capital Management
Ohio
$2.1M -$297K -6,144 -12%
SHIM
132
Stone House Investment Management
Pennsylvania
$2.07M +$61.6K +1,277 +3%
RWPA
133
Richard W. Paul & Associates
Michigan
$2.02M -$29.3K -608 -1%
Betterment LLC
134
Betterment LLC
New York
$1.94M +$123K +2,550 +7%
PFS
135
Prospera Financial Services
Texas
$1.94M +$49.7K +1,029 +3%
PPC
136
Park Place Capital
Alabama
$1.94M +$1.93M +39,970 New
RIM
137
Rockbridge Investment Management
New York
$1.93M -$45.8K -949 -2%
MA
138
MKT Advisors
California
$1.83M -$64.4K -1,334 -3%
HFW
139
Horizon Family Wealth
Illinois
$1.82M -$24.9K -515 -1%
JWCA
140
J.W. Cole Advisors
Florida
$1.82M +$220K +4,566 +14%
COCM
141
Charter Oak Capital Management
New Hampshire
$1.81M +$2.8K +58 +0.2%
WANY
142
Wealthspire Advisors (New York)
New York
$1.72M +$68.5K +1,420 +4%
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.66M +$256K +5,306 +18%
MFG
144
Merit Financial Group
Georgia
$1.63M +$30.8K +638 +2%
FA
145
FC Advisory
Pennsylvania
$1.59M +$22.8K +473 +1%
KFP
146
KMG Fiduciary Partners
Ohio
$1.58M +$1.11K +23 +0.1%
CWM
147
Congress Wealth Management
Massachusetts
$1.58M -$46.5K -964 -3%
JFL
148
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.56M
RWM
149
Rialto Wealth Management
New York
$1.55M -$6.42K -133 -0.4%
SPF
150
South Plains Financial
Texas
$1.53M +$150K +3,115 +11%

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.