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iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 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:

1% less capital invested

Capital invested by funds: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
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
GIA
576
Gladstone Institutional Advisory
Florida
$254K
TWM
577
Tanager Wealth Management
United Kingdom
$253K
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$250K
COCM
579
Charter Oak Capital Management
New Hampshire
$248K
BFS
580
BridgePort Financial Solutions
Iowa
$246K
MCC
581
Money Concepts Capital
Florida
$245K
SWP
582
Summit Wealth Partners
Florida
$244K
MWM
583
Mission Wealth Management
California
$241K
PA
584
PFG Advisors
Arizona
$239K
TWM
585
Trueblood Wealth Management
Ohio
$239K
EM
586
Excalibur Management
Massachusetts
$238K
SMC
587
Smith, Moore & Co
Missouri
$233K
Koshinski Asset Management
588
Koshinski Asset Management
Illinois
$232K
DWM
589
Daner Wealth Management
Georgia
$231K
WPC
590
Wedmont Private Capital
Pennsylvania
$230K
MW
591
Merited Wealth
Florida
$228K
IAA
592
Independent Advisor Alliance
North Carolina
$226K
GWMR
593
GC Wealth Management RIA
Massachusetts
$225K
AWA
594
A4 Wealth Advisors
North Carolina
$225K
MFG
595
Magnus Financial Group
New York
$223K
MWM
596
MGB Wealth Management
Texas
$222K
WMA
597
Wealth Management Associates
New Jersey
$220K
SL
598
Salomon & Ludwin
Virginia
$220K
WIP
599
WealthCare Investment Partners
Rhode Island
$216K
LFA
600
Lauterbach Financial Advisors
Texas
$213K