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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
BDF
451
Black Diamond Financial
Maryland
$655K
CRWM
452
Castle Rock Wealth Management
California
$643K
AAG
453
Armstrong Advisory Group
Massachusetts
$639K
MFA
454
Mayflower Financial Advisors
Massachusetts
$637K
VFS
455
Valpey Financial Services
New Hampshire
$628K
LFS
456
Leibman Financial Services
Nebraska
$623K
NPF
457
Norris Perne & French
Michigan
$620K
SWA
458
SFMG Wealth Advisors
Texas
$618K
CCG
459
Ceeto Capital Group
Florida
$606K
FPAS
460
Focus Partners Advisor Solutions
Missouri
$605K
IWP
461
Innova Wealth Partners
Pennsylvania
$602K
SFG
462
Sage Financial Group
Pennsylvania
$598K
HAG
463
HighPoint Advisor Group
Illinois
$594K
BIG
464
Brooklyn Investment Group
New York
$590K
FWSM
465
First Wilshire Securities Management
California
$588K
NP
466
NorthRock Partners
Minnesota
$588K
5NPW
467
55 North Private Wealth
Florida
$588K
TCM
468
Triumph Capital Management
Colorado
$585K
IPAM
469
Investment Partners Asset Management
New Jersey
$581K
AAS
470
Ameritas Advisory Services
Nebraska
$580K
ACS
471
Archford Capital Strategies
Illinois
$579K
EWA
472
Exencial Wealth Advisors
Oklahoma
$578K
SA
473
Sicart Associates
New York
$567K
FPW
474
Flagship Private Wealth
Massachusetts
$562K
IA
475
Intellus Advisors
Florida
$559K