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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
LWM
176
LJI Wealth Management
Indiana
$1.09M -$1.03M -21,330 -49%
VC
177
Vicus Capital
Pennsylvania
$1.08M +$33.9K +703 +3%
EFS
178
Essex Financial Services
Connecticut
$1.07M +$30.9K +641 +3%
OC
179
Oarsman Capital
Wisconsin
$1.03M -$106K -2,205 -9%
ACA
180
Aptus Capital Advisors
Alabama
$1.03M +$1.83K +38 +0.2%
CFFP
181
Center for Financial Planning
Michigan
$1.01M
IIC
182
Ironwood Investment Counsel
Arizona
$1.01M -$93.5K -1,938 -9%
QCIG
183
Quad-Cities Investment Group
Iowa
$977K -$13.1K -271 -1%
SFG
184
Sunburst Financial Group
Alabama
$977K +$1.83K +38 +0.2%
HL
185
HeadInvest LLC
Maine
$966K
WWM
186
Western Wealth Management
Colorado
$957K -$4.54K -94 -0.5%
TFM
187
TFC Financial Management
Massachusetts
$941K +$934K +19,350 New
CFS
188
Commonwealth Financial Services
West Virginia
$927K -$21.7K -449 -2%
MSR
189
Main Street Research
Connecticut
$923K +$81.4K +1,686 +10%
Stifel Financial
190
Stifel Financial
Missouri
$894K +$126K +2,608 +17%
CAG
191
Crestwood Advisors Group
Massachusetts
$883K +$303K +6,276 +53%
AFG
192
ABLE Financial Group
Arizona
$874K
P
193
&Partners
Tennessee
$858K +$328K +6,796 +63%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$853K +$21K +435 +3%
MCM
195
Mattern Capital Management
Colorado
$824K +$3.09K +64 +0.4%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$820K +$15.4K +320 +2%
BFG
197
Berger Financial Group
Minnesota
$812K +$676 +14 +0.1%
PHIC
198
Pine Haven Investment Counsel
Massachusetts
$802K +$14.5K +300 +2%
EFH
199
Eaton Financial Holdings
Florida
$772K -$1.37M -28,390 -64%
TFP
200
TrueWealth Financial Partners
Washington
$769K -$988K -20,481 -56%

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.