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iShares Core 1-5 Year USD Bond ETF

386 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 40 funds opening new positions, 159 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 124

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1.81% more ownership

Funds ownership: 67.55%69.36% (+1.8%)

1% more funds holding

Funds holding: 382386 (+4)

5% more capital invested

Capital invested by funds: $2.87B → $3B (+$130M)

6% less funds holding in top 10

Funds holding in top 10: 3533 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
386
Holders Change
+4
Holders Change %
+1.05%
% of All Funds
5.18%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.44%
New
40
Increased
159
Reduced
124
Closed
34
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1
Acorns Advisers
California
$528M +$9.34M +194,526 +2%
BlackRock
2
BlackRock
New York
$266M +$112M +2,337,033 +74%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$244M +$14.4K +300 +0%
Charles Schwab
4
Charles Schwab
California
$144M -$4.01M -83,563 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$96.5M +$4.65M +96,937 +5%
TPI
6
Trust Point Inc
Wisconsin
$87.9M -$76.1M -1,584,990 -47%
ST
7
Spinnaker Trust
Maine
$66.6M -$6.07M -126,440 -8%
Mariner
8
Mariner
Kansas
$54.8M +$68.3K +1,423 +0.1%
TA
9
Townsend & Associates
Colorado
$52.7M +$3.23M +67,352 +7%
GWM
10
Geneos Wealth Management
Colorado
$47.5M +$23.7M +492,900 +101%
CWM
11
Cahaba Wealth Management
Georgia
$46.7M +$1.94M +40,380 +4%
UBS Group
12
UBS Group
Switzerland
$43.2M +$754K +15,699 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M +$11.7M +244,395 +40%
PP
14
Prosperity Planning
Missouri
$40.3M
Jones Financial Companies
15
Jones Financial Companies
Missouri
$40.1M +$6.69M +139,369 +20%
JP Morgan Chase
16
JP Morgan Chase
New York
$36.2M -$834K -17,364 -2%
MW
17
MBL Wealth
North Carolina
$34.6M +$173K +3,611 +0.5%
Bank of America
18
Bank of America
North Carolina
$33.9M -$3.17M -66,020 -9%
LPL Financial
19
LPL Financial
California
$32.5M +$787K +16,382 +2%
Morgan Stanley
20
Morgan Stanley
New York
$31.7M -$17M -354,276 -35%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.8M -$1.1M -22,886 -4%
Wells Fargo
22
Wells Fargo
California
$27M -$1.92M -39,888 -7%
DWM
23
Destination Wealth Management
California
$26.8M +$795K +16,550 +3%
CL
24
CIM LLC
New York
$26.6M +$659K +13,733 +3%
Renaissance Technologies
25
Renaissance Technologies
New York
$25.5M +$14.6M +303,388 +135%

ISTB Hedge Fund Activity: Q1 2025 in Review

386 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Core 1-5 Year USD Bond ETF (ISTB) for Q1 2025, worth a combined $3B — up 4.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ISTB positions and 34 closed out — a net gain of 6 holders — while 159 added to existing stakes and 124 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Trust Point Inc, cutting an estimated $76.1M.

  • 386 institutional investors held iShares Core 1-5 Year USD Bond ETF (ISTB) as of Q1 2025, up from 382 in Q4 2024.
  • Funds reported $3B of iShares Core 1-5 Year USD Bond ETF stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 40 funds opened new iShares Core 1-5 Year USD Bond ETF positions in Q1 2025 and 34 closed out, a net change of +6 holders.
  • The largest iShares Core 1-5 Year USD Bond ETF buyer in Q1 2025 was BlackRock, an estimated $112M added.
  • The largest iShares Core 1-5 Year USD Bond ETF seller in Q1 2025 was Trust Point Inc, an estimated $76.1M sold.

Based on aggregated 13F filings for Q1 2025.