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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
SWA
451
SFMG Wealth Advisors
Texas
$723K
GFP
452
Gryphon Financial Partners
Ohio
$722K
SPC
453
Sigma Planning Corp
Michigan
$719K
TBC
454
Ted Buchan & Co
California
$718K
AA
455
Alesco Advisors
New York
$717K
HPM
456
Hudson Portfolio Management
New York
$701K
AO
457
Advisor OS
Illinois
$700K
AWM
458
Aries Wealth Management
Maine
$700K
FFG
459
Fiduciary Financial Group
California
$693K
MAM
460
Madison Asset Management
Wisconsin
$681K
TCG
461
Transcendent Capital Group
Oklahoma
$679K
SI
462
Severin Investments
Missouri
$678K
VA
463
Vestwell Advisors
New York
$677K
SWP
464
Stratos Wealth Partners
Ohio
$665K
LHWM
465
Lake Hills Wealth Management
Texas
$663K
KIM
466
Karpus Investment Management
New York
$663K
RI
467
Rinkey Investments
California
$661K
1IA
468
1834 Investment Advisors
Wisconsin
$649K
IWP
469
Innova Wealth Partners
Pennsylvania
$647K
SC
470
Savant Capital
Illinois
$643K
AC
471
Apella Capital
Connecticut
$643K
MFA
472
Mayflower Financial Advisors
Massachusetts
$638K
GIA
473
Gladstone Institutional Advisory
Florida
$638K
BCM
474
Beaumont Capital Management
Massachusetts
$637K
SAW
475
Signal Advisors Wealth
Michigan
$620K