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iShares 0-1 Year Treasury Bond ETF

708 hedge funds and large institutions have $9.38B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 249 increasing their positions, 278 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 59

7% more funds holding in top 10

Funds holding in top 10: 6165 (+4)

4% more funds holding

Funds holding: 684708 (+24)

1.22% more ownership

Funds ownership: 45.65%46.87% (+1.2%)

1% less capital invested

Capital invested by funds: $9.47B → $9.38B (-$88M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
708
Holders Change
+24
Holders Change %
+3.51%
% of All Funds
8.62%
Holding in Top 10
65
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.56%
% of All Funds
0.79%
New
95
Increased
249
Reduced
278
Closed
59
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
376
Courage Miller Partners
Virginia
$1.01M +$24K +218 +2%
CA
377
Clearstead Advisors
Ohio
$1.01M -$1.12M -10,160 -53%
MHR
378
Matthew Hamilton Rosenberg
$1M
VAG
379
VisionPoint Advisory Group
Texas
$1M -$250K -2,263 -20%
Bank of New York Mellon
380
Bank of New York Mellon
New York
$994K +$78.6K +713 +9%
SIG
381
Spinnaker Investment Group
California
$987K +$12.5K +113 +1%
AAP
382
Arax Advisory Partners
Colorado
$981K +$982K +8,904 New
WT
383
Whittier Trust
California
$978K -$49.4K -448 -5%
SCM
384
SOL Capital Management
Maryland
$972K
WA
385
Westfuller Advisors
New York
$964K
FHC
386
First Horizon Corporation
Tennessee
$956K -$766K -6,948 -44%
CWAF
387
Core Wealth Advisors (Florida)
Florida
$954K +$6.73K +61 +0.7%
RCS
388
Retirement Capital Strategies
California
$953K -$676K -6,132 -41%
WCM
389
WealthTrak Capital Management
Virginia
$946K +$242K +2,198 +34%
SAW
390
Signal Advisors Wealth
Michigan
$946K +$79.2K +718 +9%
MW
391
Marks Wealth
Maryland
$944K -$33.6M -304,361 -97%
EGA
392
Eagle Global Advisors
Texas
$927K -$724K -6,565 -44%
Belvedere Trading
393
Belvedere Trading
Illinois
$924K +$925K +8,393 New
EWA
394
EP Wealth Advisors
California
$917K +$918K +8,329 New
PSA
395
Plum Street Advisors
Louisiana
$915K
FGA
396
Fortis Group Advisors
New Jersey
$910K +$428K +3,879 +89%
SCFS
397
Stewardship Concepts Financial Services
Washington
$909K +$910K +8,249 New
FA
398
Fortis Advisors
Pennsylvania
$901K +$11.7K +106 +1%
BFO
399
Boston Family Office
Massachusetts
$893K -$772 -7 -0.1%
TCG
400
Transcendent Capital Group
Oklahoma
$887K +$210K +1,906 +31%