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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 %
AC
201
AlphaCore Capital
California
$729K +$729K +15,075 New
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$721K -$786K -16,260 -52%
WTB
203
Washington Trust Bank
Washington
$711K -$97 -2 -0%
William Blair & Company
204
William Blair & Company
Illinois
$683K -$25.9K -535 -4%
TSS
205
Two Sigma Securities
New York
$676K +$676K +13,985 New
MAWCM
206
Mine & Arao Wealth Creation & Management
California
$665K +$1.89K +39 +0.3%
BFA
207
Beacon Financial Advisory
Ohio
$664K -$126K -2,610 -16%
US Bancorp
208
US Bancorp
Minnesota
$661K +$387 +8 +0.1%
MCM
209
MAI Capital Management
Ohio
$655K +$38.9K +804 +6%
Truist Financial
210
Truist Financial
North Carolina
$655K -$184K -3,809 -22%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$653K -$166K -3,440 -20%
LIM
212
Leavell Investment Management
Alabama
$651K +$14.9K +309 +2%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$643K -$181K -3,743 -22%
GWS
214
Greykasell Wealth Strategies
California
$641K -$249K -5,159 -28%
HWM
215
HB Wealth Management
Georgia
$640K – – –
PAS
216
Park Avenue Securities
New York
$626K -$16.1K -334 -3%
EK
217
Evensky & Katz
Florida
$601K +$2.37K +49 +0.4%
GAG
218
GM Advisory Group
New York
$595K +$595K +12,315 New
MMA
219
Miracle Mile Advisors
California
$593K -$303K -6,264 -34%
BTI
220
Blue Trust Inc
Georgia
$577K -$744K -15,381 -56%
SAM
221
Smartleaf Asset Management
Massachusetts
$575K +$468K +9,695 +439%
OCG
222
Opus Capital Group
Ohio
$575K +$26.3K +544 +5%
CAG
223
Crestwood Advisors Group
Massachusetts
$574K -$40.2K -831 -7%
AAS
224
Avantax Advisory Services
Texas
$563K +$563K +11,652 New
CTA
225
Colonial Trust Advisors
South Carolina
$553K -$26.9K -556 -5%
7 8
9
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