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iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 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 ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
PA
576
PFG Advisors
Arizona
$239K
TWM
577
Trueblood Wealth Management
Ohio
$239K
EM
578
Excalibur Management
Massachusetts
$238K
SMC
579
Smith, Moore & Co
Missouri
$233K
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$232K
DWM
581
Daner Wealth Management
Georgia
$231K
WPC
582
Wedmont Private Capital
Pennsylvania
$230K
IAA
583
Independent Advisor Alliance
North Carolina
$226K
GWMR
584
GC Wealth Management RIA
Massachusetts
$225K
AWA
585
A4 Wealth Advisors
North Carolina
$225K
MFG
586
Magnus Financial Group
New York
$223K
MWM
587
MGB Wealth Management
Texas
$222K
WMA
588
Wealth Management Associates
New Jersey
$220K
SL
589
Salomon & Ludwin
Virginia
$220K
WIP
590
WealthCare Investment Partners
Rhode Island
$216K
LFA
591
Lauterbach Financial Advisors
Texas
$213K
MWM
592
Maridea Wealth Management
New York
$210K
DWP
593
Daymark Wealth Partners
Ohio
$209K
TFS
594
Thoroughbred Financial Services
Tennessee
$209K
PCFFS
595
Pacific Center for Financial Services
California
$208K
BPW
596
BlueDoor Private Wealth
Massachusetts
$208K
PRS
597
Pinkerton Retirement Specialists
Idaho
$204K
SSWM
598
Smith Salley Wealth Management
North Carolina
$203K
IIM
599
IFC & Insurance Marketing
California
$202K
SPA
600
Sound Portfolio Advisors
Connecticut
$201K