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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.

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
1
BlackRock
New York
$266M
2
GWM
2
Geneos Wealth Management
Colorado
$47.5M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$25.5M
4
IFA
4
Independence Financial Advisors
New Hampshire
$13M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$41.2M

Top Sellers

1
TPI
1
Trust Point Inc
Wisconsin
$87.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$31.7M
3
BWM
3
Boyd Wealth Management
California
$0
4
Ameriprise
4
Ameriprise
Minnesota
$15.5M
5
MCWS
5
McKinley Carter Wealth Services
West Virginia
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1
Acorns Advisers
California
$528M 10,922,893 +194,526 +2%
BlackRock
2
BlackRock
New York
$266M 5,508,088 +2,337,033 +74%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$244M 5,045,925 +300 +0%
Charles Schwab
4
Charles Schwab
California
$144M 2,984,761 -83,563 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$96.5M 1,996,862 +96,937 +5%
TPI
6
Trust Point Inc
Wisconsin
$87.9M 1,817,563 -1,584,990 -47%
ST
7
Spinnaker Trust
Maine
$66.6M 1,378,330 -126,440 -8%
Mariner
8
Mariner
Kansas
$54.8M 1,133,934 +1,423 +0.1%
TA
9
Townsend & Associates
Colorado
$52.7M 1,093,148 +67,352 +7%
GWM
10
Geneos Wealth Management
Colorado
$47.5M 983,063 +492,900 +101%
CWM
11
Cahaba Wealth Management
Georgia
$46.7M 965,759 +40,380 +4%
UBS Group
12
UBS Group
Switzerland
$43.2M 893,592 +15,699 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$41.2M 852,021 +244,395 +40%
PP
14
Prosperity Planning
Missouri
– – – –
Jones Financial Companies
15
Jones Financial Companies
Missouri
$40.1M 829,571 +139,369 +20%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$36.2M 749,367 -17,364 -2%
MW
17
MBL Wealth
North Carolina
$34.6M 715,959 +3,611 +0.5%
Bank of America
18
Bank of America
North Carolina
$33.9M 700,874 -66,020 -9%
LPL Financial
19
LPL Financial
California
$32.5M 671,916 +16,382 +2%
Morgan Stanley
20
Morgan Stanley
New York
$31.7M 654,963 -354,276 -35%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$27.8M 574,754 -22,886 -4%
Wells Fargo
22
Wells Fargo
California
$27M 558,386 -39,888 -7%
DWM
23
Destination Wealth Management
California
$26.8M 555,087 +16,550 +3%
CL
24
CIM LLC
New York
$26.6M 550,344 +13,733 +3%
Renaissance Technologies
25
Renaissance Technologies
New York
$25.5M 528,400 +303,388 +135%
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