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iShares 0-1 Year Treasury Bond ETF

677 hedge funds and large institutions have $9.58B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 242 increasing their positions, 297 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more 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: 242 | Existing positions reduced: 297

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
677
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
SWP
576
Summit Wealth Partners
Florida
$248K
SW
577
StrongBox Wealth
Missouri
$248K
BFS
578
BridgePort Financial Solutions
Iowa
$247K
APW
579
Aventura Private Wealth
Florida
$245K
MWM
580
Mission Wealth Management
California
$242K
MCC
581
Money Concepts Capital
Florida
$237K
ICMM
582
Integrated Capital Management (Michigan)
Michigan
$236K
AIP
583
Almanack Investment Partners
Pennsylvania
$236K
SFG
584
Stonebridge Financial Group
Pennsylvania
$236K
PRS
585
Pinkerton Retirement Specialists
Idaho
$232K
DWM
586
Daner Wealth Management
Georgia
$232K
WPC
587
Wedmont Private Capital
Pennsylvania
$230K
GSEP
588
Golden State Equity Partners
California
$229K
SAI
589
Savvy Advisors Inc
New York
$227K
GWMR
590
GC Wealth Management RIA
Massachusetts
$227K
TWM
591
Trueblood Wealth Management
Ohio
$224K
WMA
592
Wealth Management Associates
New Jersey
$221K
WIP
593
WealthCare Investment Partners
Rhode Island
$213K
SMC
594
Smith, Moore & Co
Missouri
$212K
LFA
595
Lauterbach Financial Advisors
Texas
$211K
DWP
596
Daymark Wealth Partners
Ohio
$210K
TIAA Trust, National Association
597
TIAA Trust, National Association
North Carolina
$209K
PCFFS
598
Pacific Center for Financial Services
California
$208K
RF
599
Rossby Financial
Florida
$208K
HFS
600
Howard Financial Services
Texas
$207K