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iShares Core 1-5 Year USD Bond ETF
ISTB

Overview Fund Activity

378 hedge funds and large institutions have $3.05B invested in iShares Core 1-5 Year USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 161 increasing their positions, 127 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-6
Holders Change %
-1.56%
% of All Funds
5.07%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.42%
New
24
Increased
161
Reduced
127
Closed
25
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$258K

Top Buyers

1
BlackRock
BlackRock
New York
$341M
2
LPL Financial
LPL Financial
California
$49.8M
3
Ameriprise
Ameriprise
Minnesota
$25M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$45.3M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$47.8M

Top Sellers

1
PP
Prosperity Planning
Missouri
$41.6M
2
AA
Acorns Advisers
California
$496M
3
Charles Schwab
Charles Schwab
California
$117M
4
GWM
Geneos Wealth Management
Colorado
$24.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oarsman Capital
Wisconsin
$1.03M -$107K -2,205 -9%
ACA
177
Aptus Capital Advisors
Alabama
$1.03M +$1.85K +38 +0.2%
CFFP
178
Center for Financial Planning
Michigan
$1.01M – – –
IIC
179
Ironwood Investment Counsel
Arizona
$1.01M -$94.3K -1,938 -9%
QCIG
180
Quad-Cities Investment Group
Iowa
$977K -$13.2K -271 -1%
SFG
181
Sunburst Financial Group
Alabama
$977K +$1.85K +38 +0.2%
HL
182
HeadInvest LLC
Maine
$966K – – –
WWM
183
Western Wealth Management
Colorado
$957K -$4.57K -94 -0.5%
TFM
184
TFC Financial Management
Massachusetts
$941K +$941K +19,350 New
CFS
185
Commonwealth Financial Services
West Virginia
$927K -$21.8K -449 -2%
MSR
186
Main Street Research
Connecticut
$923K +$82K +1,686 +10%
Stifel Financial
187
Stifel Financial
Missouri
$894K +$127K +2,608 +17%
CAG
188
Crestwood Advisors Group
Massachusetts
$883K +$305K +6,276 +53%
AFG
189
ABLE Financial Group
Arizona
$874K – – –
P
190
&Partners
Tennessee
$858K +$331K +6,796 +63%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$853K +$21.2K +435 +3%
MCM
192
Mattern Capital Management
Colorado
$824K +$3.11K +64 +0.4%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$820K +$15.5K +320 +2%
BFG
194
Berger Financial Group
Minnesota
$812K +$681 +14 +0.1%
PHIC
195
Pine Haven Investment Counsel
Massachusetts
$802K +$14.6K +300 +2%
EFH
196
Eaton Financial Holdings
Florida
$772K -$1.38M -28,390 -64%
TFP
197
TrueWealth Financial Partners
Washington
$769K -$996K -20,481 -56%
IWC
198
Integrated Wealth Concepts
Massachusetts
$758K +$5.69K +117 +0.8%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$740K +$204K +4,193 +38%
DACG
200
Donor Advised Charitable Giving
California
$734K – – –
6 7
8
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