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iShares 0-1 Year Treasury Bond ETF

678 hedge funds and large institutions have $9.59B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 243 increasing their positions, 296 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:

18% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 296

23% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 66

Holders
678
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
SSWM
601
Smith Salley Wealth Management
North Carolina
$203K
BI
602
Beckerman Institutional
New Jersey
$203K
MC
603
Moors & Cabot
Massachusetts
$201K
SOWAS
604
Silver Oak Wealth Advisors Services
California
$201K
WPA
605
Wealth Preservation Advisors
Tennessee
$182K
RVM
606
Robinson Value Management
Texas
$175K
IRC
607
Investors Research Corp
Georgia
$173K
SC
608
SouthState Corp
Florida
$149K
KFA
609
Kelleher Financial Advisors
New York
$145K
BCV
610
Banque Cantonale Vaudoise
Switzerland
$132K
AWM
611
AllSquare Wealth Management
New York
$131K
FRA
612
Front Row Advisors
California
$113K
Q1WB
613
Quest 10 Wealth Builders
Virginia
$108K
GWM
614
Geneos Wealth Management
Colorado
$96.2K
TFA
615
Transamerica Financial Advisors
Florida
$95.5K
AIM
616
Anchor Investment Management
South Carolina
$93.5K
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$88K
ZBNA
618
Zions Bancorporation, National Association
Utah
$87.6K
BHWM
619
Beaird Harris Wealth Management
Texas
$79.9K
Lazard Asset Management
620
Lazard Asset Management
New York
$72.9K
SHIM
621
Stone House Investment Management
Pennsylvania
$70.3K
FF
622
Friedenthal Financial
New Jersey
$60.5K
CMBA
623
C.M. Bidwell & Associates
Hawaii
$58.1K
HWP
624
Highline Wealth Partners
California
$56.9K
AUB
625
Atlantic Union Bankshares
Virginia
$56.4K