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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
AA
1
Acorns Advisers
California
$496M -$34.9M -723,895 -7%
BlackRock
2
BlackRock
New York
$341M +$72.6M +1,504,125 +27%
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$250M +$3.99M +82,700 +2%
Charles Schwab
4
Charles Schwab
California
$117M -$28.2M -584,289 -20%
Raymond James Financial
5
Raymond James Financial
Florida
$97.1M -$71.2K -1,475 -0.1%
TPI
6
Trust Point Inc
Wisconsin
$82.2M -$6.22M -128,962 -7%
ST
7
Spinnaker Trust
Maine
$65.1M -$1.93M -39,982 -3%
Mariner
8
Mariner
Kansas
$56.3M +$1.09M +22,637 +2%
TA
9
Townsend & Associates
Colorado
$53.9M +$839K +17,378 +2%
LPL Financial
10
LPL Financial
California
$49.8M +$17M +352,556 +52%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$47.8M +$7.44M +154,085 +19%
CWM
12
Cahaba Wealth Management
Georgia
$46.3M -$699K -14,474 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$45.3M +$8.76M +181,524 +24%
UBS Group
14
UBS Group
Switzerland
$42.3M -$1.19M -24,754 -3%
PP
15
Prosperity Planning
Missouri
$41.6M
Bank of America
16
Bank of America
North Carolina
$37.2M +$3.08M +63,867 +9%
Morgan Stanley
17
Morgan Stanley
New York
$35.5M +$3.57M +74,038 +11%
MW
18
MBL Wealth
North Carolina
$34.6M -$268K -5,556 -0.8%
Wells Fargo
19
Wells Fargo
California
$30.5M +$3.27M +67,778 +12%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$27.8M -$175K -3,616 -0.6%
DWM
21
Destination Wealth Management
California
$27.5M +$520K +10,771 +2%
CL
22
CIM LLC
New York
$27.4M +$614K +12,714 +2%
FIA
23
FPC Investment Advisory
California
$26.5M +$1.92M +39,835 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$25.4M -$15.9M -329,791 -39%
Ameriprise
25
Ameriprise
Minnesota
$25M +$9.29M +192,418 +60%

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.