iShares Core 1-5 Year USD Bond ETF

ISTB • NASDAQ

iShares Core 1-5 Year USD Bond ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 375 institutional investors hold shares in this ETF, with total holdings valued at $3.1B. Acorns Advisers, LLC is the largest holder with a position valued at $536.9M.

Overview

Overview of institutional ownership in ISTB as of Q3 2025

All Institutions

Institutions: 375
Value Held: $3.1B
Shares Held: 64.0M
Avg Position: $8.3M
Median Position: $824.7K

Hedge Funds

Hedge Funds: 3
Value Held: $19.7M
Shares Held: 404.3K
Avg Position: $6.6M
Median Position: $5.1M

Biggest Investors

Institutions with the largest positions in ISTB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Acorns Advisers, LLC RIA/Wealth	Beau Sullivan CEO	$536.9M 4.43% of portfolio	11.0M shares	Q3 2020 Held for 5y 2m	$12.1B
B BlackRock, Inc. Institution	-	$318.8M 0.01% of portfolio	6.5M shares	Q3 2018 Held for 7y 2m	$5.67T
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	Scott Allen Hayes President	$256.0M 0.59% of portfolio	5.2M shares	Q2 2022 Held for 3y 5m	$43.1B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$115.7M 0.02% of portfolio	2.4M shares	Q3 2021 Held for 4y 2m	$620.51B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$103.2M 0.03% of portfolio	2.1M shares	Q4 2024 Held for 11 months	$310.43B
T Trust Point Inc. Institution	-	$84.2M 6.80% of portfolio	1.7M shares	Q4 2023 Held for 1y 11m	$1.2B
S SPINNAKER TRUST Institution	-	$65.7M 3.66% of portfolio	1.3M shares	Q1 2018 Held for 7y 8m	$1.8B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$61.0M 0.08% of portfolio	1.2M shares	Q4 2014 Held for 10y 11m	$77.3B
J JONES FINANCIAL COMPANIES LLLP Institution	-	$57.4M 0.04% of portfolio	1.2M shares	Q1 2017 Held for 8y 8m	$146.70B
Townsend & Associates, Inc RIA/Wealth	Jeffery Edward Townsend CEO	$56.2M 5.57% of portfolio	1.1M shares	Q1 2021 Held for 4y 8m	$1.0B

Net Capital Flow

Institutional buying and selling activity for ISTB in Q3 2025

Traded: +$68.9M
Buyers: 194
Sellers: 147
Total Bought: +$213.6M
Total Sold: −$144.7M
Avg Position: $7.8M

Biggest Buyers

Institution	Net Bought	Current Position
Acorns Advisers, LLC RIA/Wealth	+$38.8M +793.6K shares	$536.9M 11.0M shares
BARTLETT & CO. WEALTH MANAGEMENT LLC RIA/Wealth	+$20.6M +421.6K shares	$20.6M 421.6K shares
A Apella Capital, LLC Institution	+$15.5M +317.1K shares	$34.6M 707.7K shares
GOLDMAN SACHS GROUP INC Institution	+$9.4M +193.5K shares	$22.5M 460.2K shares
J JONES FINANCIAL COMPANIES LLLP Institution	+$9.4M +193.1K shares	$57.4M 1.2M shares
BANK OF AMERICA CORP /DE/ Institution	+$8.5M +173.3K shares	$45.8M 938.0K shares
Iron Financial, LLC RIA/Wealth	+$6.1M +125.0K shares	$16.9M 346.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$5.8M +118.0K shares	$103.2M 2.1M shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	+$5.5M +112.6K shares	$256.0M 5.2M shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	+$5.1M +105.0K shares	$5.1M 105.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$23.7M −485.5K shares	$318.8M 6.5M shares
Argent Advisors, Inc. RIA/Wealth	−$11.2M −230.1K shares	$3.3M 66.6K shares
L LPL Financial LLC Institution	−$9.8M −201.6K shares	$40.2M 822.8K shares
Lineweaver Wealth Advisors, LLC RIA/Wealth	−$9.8M −201.3K shares	$2.3M 47.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$8.3M −169.7K shares	$1.3M 26.2K shares
AMERIPRISE FINANCIAL INC Institution	−$7.5M −153.4K shares	$17.6M 359.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$6.5M −133.4K shares	$13.3M 273.1K shares
Independence Financial Advisors, LLC RIA/Wealth	−$5.9M −120.1K shares	$7.4M 151.7K shares
O Onyx Bridge Wealth Group LLC RIA/Wealth	−$5.5M −112.9K shares	$712.4K 14.6K shares
J JANE STREET GROUP, LLC Institution	−$5.4M −110.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ISTB in Q3 2025

New Positions: 10
New Value: $5.7M
Exited Positions: 27
Exited Value: $21.9M

New Positions

Institution	Position Value
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$5.1M 105.0K shares
PINNACLE FINANCIAL PARTNERS INC Institution	$251.7K 5.2K shares
Tanager Wealth Management LLP RIA/Wealth	$233.9K 4.8K shares
Truvestments Capital LLC RIA/Wealth	$83.7K 1.7K shares
Grey Fox Wealth Advisors, LLC RIA/Wealth	$17.3K 355.0 shares
A Abich Financial Wealth Management LLC RIA/Wealth	$8.2K 167.0 shares
R Root Financial Partners, LLC RIA/Wealth	$6.3K 130.0 shares
DHJJ Financial Advisors, Ltd. RIA/Wealth	$5.7K 117.0 shares
Orion Capital Management LLC RIA/Wealth	$2.0K 40.0 shares
OXFORD FINANCIAL GROUP LTD Family Office	$1.4K 28.0 shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$5.4M 110.6K shares
E Estate Counselors, LLC Institution	$5.1M 104.6K shares
Eldridge Investment Advisors, Inc. RIA/Wealth	$4.8M 99.2K shares
OARSMAN CAPITAL, INC. RIA/Wealth	$1.0M 21.3K shares
B BNP PARIBAS ARBITRAGE, SA Institution	$546.4K 11.2K shares
O OLD MISSION CAPITAL LLC Institution	$538.2K 11.1K shares
A Arlington Trust Co LLC Institution	$530.3K 10.9K shares
T TWO SIGMA SECURITIES, LLC Institution	$460.2K 9.5K shares
S STUDIO INVESTMENT MANAGEMENT LLC RIA/Wealth	$376.1K 7.7K shares
S Stephens Consulting, LLC RIA/Wealth	$348.3K 7.2K shares

Options Activity

Institutions with the largest Call and Put options positions in ISTB as of Q3 2025

Call Positions: 1
Call Value: $639.8K
Put Positions: 1
Put Value: $781.4K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$639.8K 131.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$781.4K 160.0 contracts

Most Committed Institutions

Institutions with ISTB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
F FPC INVESTMENT ADVISORY, INC. RIA/Wealth	Bijan Golkar President	16.52% $27.5M	563.7K shares	Q1 2024 Held for 1y 8m	$166.7M
Prosperity Planning, Inc. RIA/Wealth	Kenneth Austin Borum President	12.00% $44.2M	904.8K shares	Q4 2020 Held for 4y 11m	$368.3M
Alexander Randolph Advisory, Inc. RIA/Wealth	Gary William Schlaffer Chairman	11.47% $13.9M	285.0K shares	Q4 2023 Held for 1y 11m	$121.3M
Iron Financial, LLC RIA/Wealth	Howard Lee Nixon CEO	8.10% $16.9M	346.2K shares	Q4 2019 Held for 5y 11m	$208.8M
C Courage Miller Partners, LLC RIA/Wealth	Jeffrey Samuel Miller Managing Partner	8.05% $26.9M	550.0K shares	Q2 2019 Held for 6y 5m	$333.5M
FIDUCIARY ADVISORS, INC. RIA/Wealth	Melinda Anne Trachsel President	7.83% $9.7M	198.5K shares	Q4 2024 Held for 11 months	$123.8M
T Trust Point Inc. Institution	-	6.80% $84.2M	1.7M shares	Q4 2023 Held for 1y 11m	$1.2B
Townsend & Associates, Inc RIA/Wealth	Jeffery Edward Townsend CEO	5.57% $56.2M	1.1M shares	Q1 2021 Held for 4y 8m	$1.0B
WEALTH MANAGEMENT RESOURCES, INC. RIA/Wealth	Scott G. Everly President	5.44% $16.8M	344.4K shares	Q4 2023 Held for 1y 11m	$309.0M
Opal Wealth Advisors, LLC RIA/Wealth	Joseph Nino Filosa Managing Partner	5.31% $19.1M	390.3K shares	Q2 2022 Held for 3y 5m	$359.3M

Hedge Fund Spotlight

Discover hedge funds investing in ISTB

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares Core 1-5 Year USD Bond ETF

Market Value: $1.3M
Shares Held: 26.2K
Portfolio Weight: 0.00%
Owned Since: 2019-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%