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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
IWC
201
Integrated Wealth Concepts
Massachusetts
$758K +$5.65K +117 +0.8%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$740K +$202K +4,193 +38%
DACG
203
Donor Advised Charitable Giving
California
$734K
BFA
204
Beacon Financial Advisory
Ohio
$715K +$47.3K +980 +7%
US Bancorp
205
US Bancorp
Minnesota
$704K +$38.6K +800 +6%
DPI
206
Diversified Portfolios Inc
Michigan
$701K -$35.6K -737 -5%
GRP
207
Global Retirement Partners
California
$694K +$689K +14,274 New
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$685K +$28K +580 +4%
AC
209
AlphaCore Capital
California
$683K -$50.1K -1,038 -7%
MCM
210
MAI Capital Management
Ohio
$676K +$17K +352 +3%
LIM
211
Leavell Investment Management
Alabama
$666K +$10.7K +222 +2%
SAM
212
Smartleaf Asset Management
Massachusetts
$664K +$84.5K +1,751 +15%
MAWCM
213
Mine & Arao Wealth Creation & Management
California
$661K -$8.54K -177 -1%
AWA
214
Arete Wealth Advisors
Illinois
$659K +$388K +8,036 +146%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$644K -$81K -1,678 -11%
PAS
216
Park Avenue Securities
New York
$628K -$1.74K -36 -0.3%
AAS
217
Avantax Advisory Services
Texas
$622K +$54.6K +1,131 +10%
William Blair & Company
218
William Blair & Company
Illinois
$617K -$69.5K -1,441 -10%
EK
219
Evensky & Katz
Florida
$611K +$5.36K +111 +0.9%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$598K -$47.9K -993 -7%
GWS
221
Greykasell Wealth Strategies
California
$587K -$57.1K -1,184 -9%
OCG
222
Opus Capital Group
Ohio
$580K +$1.4K +29 +0.2%
Truist Financial
223
Truist Financial
North Carolina
$565K -$93.1K -1,929 -14%
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
$546K +$401K +8,317 +285%
NCM
225
Northwest Capital Management
Oregon
$538K +$20.4K +423 +4%

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.