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iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 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 → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
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
MBT
401
Montecito Bank & Trust
California
$874K
AP
402
Advisortrust Partners
North Carolina
$872K
WIA
403
World Investment Advisors
California
$864K
GVCM
404
Global View Capital Management
Wisconsin
$862K
SWP
405
Sagespring Wealth Partners
Tennessee
$855K
SPWM
406
Schrum Private Wealth Management
Florida
$850K
ACM
407
Avalon Capital Management
California
$846K
DAS
408
Dynamic Advisor Solutions
Arizona
$838K
SC
409
Sierra Capital
Florida
$833K
Envestnet Portfolio Solutions
410
Envestnet Portfolio Solutions
Illinois
$825K
EWA
411
ERTS Wealth Advisors
Michigan
$823K
BW
412
Blalock Williams
Alabama
$805K
FA
413
Flagstar Advisors
New York
$804K
DWMS
414
Dominguez Wealth Management Solutions
Virginia
$803K
SFS
415
Sowell Financial Services
Arkansas
$803K
IWP
416
Insight Wealth Partners
Texas
$803K
JCM
417
Jacobi Capital Management
Pennsylvania
$790K
LS
418
Leelyn Smith
Illinois
$779K
AWM
419
Aries Wealth Management
Maine
$778K
RBC
420
Roble Belko & Company
Pennsylvania
$775K
LMFP
421
Larry Mathis Financial Planning
Arizona
$774K
EC
422
EdgeRock Capital
Colorado
$762K
SI
423
Severin Investments
Missouri
$761K
MMA
424
Miracle Mile Advisors
California
$761K
FAM
425
Formidable Asset Management
Ohio
$759K