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iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 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: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
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
SPWM
401
Schrum Private Wealth Management
Florida
$850K
ACM
402
Avalon Capital Management
California
$846K
DAS
403
Dynamic Advisor Solutions
Arizona
$838K
SC
404
Sierra Capital
Florida
$833K
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$825K
EWA
406
ERTS Wealth Advisors
Michigan
$823K
BW
407
Blalock Williams
Alabama
$805K
FA
408
Flagstar Advisors
New York
$804K
DWMS
409
Dominguez Wealth Management Solutions
Virginia
$803K
SFS
410
Sowell Financial Services
Arkansas
$803K
IWP
411
Insight Wealth Partners
Texas
$803K
JCM
412
Jacobi Capital Management
Pennsylvania
$790K
LS
413
Leelyn Smith
Illinois
$779K
AWM
414
Aries Wealth Management
Maine
$778K
RBC
415
Roble Belko & Company
Pennsylvania
$775K
LMFP
416
Larry Mathis Financial Planning
Arizona
$774K
EC
417
EdgeRock Capital
Colorado
$762K
SI
418
Severin Investments
Missouri
$761K
MMA
419
Miracle Mile Advisors
California
$761K
FAM
420
Formidable Asset Management
Ohio
$759K
SC
421
Solstein Capital
California
$750K
BCM
422
Beaumont Capital Management
Massachusetts
$748K
WFMPM
423
Woodley Farra Manion Portfolio Management
Indiana
$744K
WA
424
Waverly Advisors
Alabama
$732K
AO
425
Advisor OS
Illinois
$729K