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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
WCM
501
Wealthcare Capital Management
Virginia
$513K
TCM
502
Triumph Capital Management
Colorado
$501K
MP
503
McDonald Partners
Ohio
$500K
WWP
504
Waypoint Wealth Partners
California
$495K
HNW
505
High Note Wealth
Minnesota
$493K
CM
506
Columbus Macro
Pennsylvania
$492K
AAG
507
Armstrong Advisory Group
Massachusetts
$491K
BEAM
508
Baker Ellis Asset Management
Washington
$491K
Kovitz Investment Group Partners
509
Kovitz Investment Group Partners
Illinois
$486K
TAM
510
TCP Asset Management
Ohio
$475K
RCG
511
Regatta Capital Group
California
$474K
JWA
512
JFS Wealth Advisors
Pennsylvania
$473K
LFAS
513
Level Four Advisory Services
Texas
$471K
BJL
514
Brighton Jones LLC
Washington
$469K
BPC
515
Bearing Point Capital
Minnesota
$469K
HOWA
516
Heritage Oak Wealth Advisors
Florida
$468K
MWS
517
MFA Wealth Services
California
$468K
RP
518
Raelipskie Partnership
Ontario, Canada
$464K
HNB
519
Huntington National Bank
Ohio
$462K
RBC
520
Romano Brothers & Co
Illinois
$450K
JIC
521
Joel Isaacson & Co
New York
$450K
WA
522
Waverly Advisors
Alabama
$447K
FCH
523
Freestone Capital Holdings
Washington
$442K
IPW
524
Intergy Private Wealth
Colorado
$441K
JSSH
525
J. Safra Sarasin Holding
$437K