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iShares 0-1 Year Treasury Bond ETF

711 hedge funds and large institutions have $9.52B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 288 increasing their positions, 262 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$86.5M
2 +$80.9M
3 +$77.9M
4
UBS Group
UBS Group
Switzerland
+$73.9M
5
Morgan Stanley
Morgan Stanley
New York
+$71.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
351
Perigon Wealth Management
California
$1.39M
DWM
352
Destination Wealth Management
California
$1.39M
AWP
353
Astra Wealth Partners
New Jersey
$1.38M
HH
354
Hilltop Holdings
Texas
$1.36M
Charles Schwab
355
Charles Schwab
California
$1.35M
WWM
356
WJ Wealth Management
Arizona
$1.35M
CIA
357
Compass Ion Advisors
Pennsylvania
$1.34M
DAS
358
Dynamic Advisor Solutions
Arizona
$1.33M
SAS
359
Sage Advisory Services
Texas
$1.33M
WCM
360
WealthTrak Capital Management
Virginia
$1.32M
RCAG
361
Rehmann Capital Advisory Group
Michigan
$1.31M
PA
362
Perennial Advisors
New York
$1.31M
CL
363
Choreo LLC
Illinois
$1.3M
RCS
364
Retirement Capital Strategies
California
$1.27M
PFA
365
Pathway Financial Advisors
Vermont
$1.27M
DWG
366
Darden Wealth Group
Michigan
$1.26M
EIA
367
Edgemoor Investment Advisors
Maryland
$1.26M
PPH
368
Pure Portfolios Holdings
Oregon
$1.23M
CBT
369
Crews Bank & Trust
Florida
$1.22M
CAG
370
Csenge Advisory Group
Florida
$1.2M
PCS
371
Private Client Services
Kentucky
$1.2M
SIG
372
Spinnaker Investment Group
California
$1.18M
CAM
373
Cidel Asset Management
Ontario, Canada
$1.18M
WSFS
374
Wilmington Savings Fund Society
Delaware
$1.18M
AWA
375
Authentikos Wealth Advisory
California
$1.17M