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iShares 0-1 Year Treasury Bond ETF

680 hedge funds and large institutions have $9.45B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 241 increasing their positions, 299 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 299

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
576
Charter Oak Capital Management
New Hampshire
$249K
SWP
577
Summit Wealth Partners
Florida
$248K
SW
578
StrongBox Wealth
Missouri
$248K
BFS
579
BridgePort Financial Solutions
Iowa
$247K
APW
580
Aventura Private Wealth
Florida
$245K
MWM
581
Mission Wealth Management
California
$242K
MCC
582
Money Concepts Capital
Florida
$237K
ICMM
583
Integrated Capital Management (Michigan)
Michigan
$236K
AIP
584
Almanack Investment Partners
Pennsylvania
$236K
SFGP
585
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$236K
PRS
586
Pinkerton Retirement Specialists
Idaho
$232K
DWM
587
Daner Wealth Management
Georgia
$232K
WPC
588
Wedmont Private Capital
Pennsylvania
$230K
GSEP
589
Golden State Equity Partners
California
$229K
SAI
590
Savvy Advisors Inc
New York
$227K
GWMR
591
GC Wealth Management RIA
Massachusetts
$227K
TWM
592
Trueblood Wealth Management
Ohio
$224K
WMA
593
Wealth Management Associates
New Jersey
$221K
WIP
594
WealthCare Investment Partners
Rhode Island
$213K
SMC
595
Smith, Moore & Co
Missouri
$212K
LFA
596
Lauterbach Financial Advisors
Texas
$211K
DWP
597
Daymark Wealth Partners
Ohio
$210K
TIAA Trust, National Association
598
TIAA Trust, National Association
North Carolina
$209K
PCFFS
599
Pacific Center for Financial Services
California
$208K
RF
600
Rossby Financial
Florida
$208K