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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
WA
401
Westfuller Advisors
New York
$967K
CF
402
Centaurus Financial
California
$962K
CFO
403
Callan Family Office
Pennsylvania
$961K
CWA
404
Core Wealth Advisors
Florida
$950K
FMWA
405
Forvis Mazars Wealth Advisors
Missouri
$947K
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$946K
RFP
407
Root Financial Partners
California
$939K
Vontobel Holding
408
Vontobel Holding
Switzerland
$933K
CAAS
409
Capital Asset Advisory Services
Michigan
$932K
PSA
410
Plum Street Advisors
Louisiana
$917K
Bank of New York Mellon
411
Bank of New York Mellon
New York
$905K
CMP
412
Courage Miller Partners
Virginia
$903K
BFO
413
Boston Family Office
Massachusetts
$896K
FA
414
Fortis Advisors
Pennsylvania
$882K
KW
415
KWB Wealth
California
$859K
SFG
416
Sovereign Financial Group
Connecticut
$857K
WFMPM
417
Woodley Farra Manion Portfolio Management
Indiana
$848K
CWA
418
Consilium Wealth Advisory
Texas
$847K
FPAS
419
Focus Partners Advisor Solutions
Missouri
$839K
BOSSRA
420
B.O.S.S. Retirement Advisors
Utah
$834K
IWP
421
Insight Wealth Partners
Texas
$834K
NSIM
422
North Star Investment Management
Illinois
$831K
DWMS
423
Dominguez Wealth Management Solutions
Virginia
$823K
FGA
424
Fortis Group Advisors
New Jersey
$822K
EWA
425
ERTS Wealth Advisors
Michigan
$820K