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iShares 0-1 Year Treasury Bond ETF

690 hedge funds and large institutions have $9.29B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 247 increasing their positions, 271 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:

2% less capital invested

Capital invested by funds: $9.45B → $9.29B (-$164M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
690
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
CG
501
Caprock Group
Idaho
$415K
LIPL
502
Lynch Investment Planning, LLC
Pennsylvania
$406K
MWS
503
MFA Wealth Services
California
$405K
CAAS
504
Capital Asset Advisory Services
Michigan
$401K
IP
505
Investment Partners
Ohio
$400K
TF
506
Tompkins Financial
New York
$399K
LC
507
LTG Capital
Massachusetts
$399K
E
508
Entelevest
Florida
$397K
WP
509
Westmount Partners
California
$396K
AIA
510
Acute Investment Advisory
Arizona
$394K
LWL
511
Leo Wealth LLC
Texas
$384K
ATC
512
Argent Trust Co
Tennessee
$381K
1IA
513
1834 Investment Advisors
Wisconsin
$377K
PA
514
Probity Advisors
Texas
$372K
PWS
515
Physician Wealth Solutions
Nevada
$372K
FAG
516
Fortitude Advisory Group
Washington
$372K
RBC
517
Romano Brothers & Co
Illinois
$360K
DWM
518
Dopkins Wealth Management
New York
$359K
M&T Bank
519
M&T Bank
New York
$358K
SIC
520
Salem Investment Counselors
North Carolina
$358K
VHAM
521
Van Hulzen Asset Management
California
$355K
SFP
522
Strategic Financial Partners
Oregon
$352K
GM
523
GeoWealth Management
Illinois
$351K
CA
524
Crane Advisory
California
$343K
SPWM
525
Spartan Planning & Wealth Management
North Carolina
$339K