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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.46B → $9.38B (-$86.5M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
708
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
401
Kovack Advisors
Florida
$885K
MBT
402
Montecito Bank & Trust
California
$874K
AP
403
Advisortrust Partners
North Carolina
$872K
WIA
404
World Investment Advisors
California
$864K
GVCM
405
Global View Capital Management
Wisconsin
$862K
SWP
406
Sagespring Wealth Partners
Tennessee
$855K
SPWM
407
Schrum Private Wealth Management
Florida
$850K
ACM
408
Avalon Capital Management
California
$846K
DAS
409
Dynamic Advisor Solutions
Arizona
$838K
SC
410
Sierra Capital
Florida
$833K
Envestnet Portfolio Solutions
411
Envestnet Portfolio Solutions
Illinois
$825K
EWA
412
ERTS Wealth Advisors
Michigan
$823K
BW
413
Blalock Williams
Alabama
$805K
FA
414
Flagstar Advisors
New York
$804K
DWMS
415
Dominguez Wealth Management Solutions
Virginia
$803K
SFS
416
Sowell Financial Services
Arkansas
$803K
IWP
417
Insight Wealth Partners
Texas
$803K
JCM
418
Jacobi Capital Management
Pennsylvania
$790K
LS
419
Leelyn Smith
Illinois
$779K
AWM
420
Aries Wealth Management
Maine
$778K
RBC
421
Roble Belko & Company
Pennsylvania
$775K
LMFP
422
Larry Mathis Financial Planning
Arizona
$774K
EC
423
EdgeRock Capital
Colorado
$762K
SI
424
Severin Investments
Missouri
$761K
MMA
425
Miracle Mile Advisors
California
$761K