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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
HFS
601
Howard Financial Services
Texas
$207K
SSWM
602
Smith Salley Wealth Management
North Carolina
$203K
BI
603
Beckerman Institutional
New Jersey
$203K
MC
604
Moors & Cabot
Massachusetts
$201K
SOWAS
605
Silver Oak Wealth Advisors Services
California
$201K
WPA
606
Wealth Preservation Advisors
Tennessee
$182K
RVM
607
Robinson Value Management
Texas
$175K
IRC
608
Investors Research Corp
Georgia
$173K
SC
609
SouthState Corp
Florida
$149K
KFA
610
Kelleher Financial Advisors
New York
$145K
BCV
611
Banque Cantonale Vaudoise
Switzerland
$132K
AWM
612
AllSquare Wealth Management
New York
$131K
FRA
613
Front Row Advisors
California
$113K
Q1WB
614
Quest 10 Wealth Builders
Virginia
$108K
GWM
615
Geneos Wealth Management
Colorado
$96.2K
TFA
616
Transamerica Financial Advisors
Florida
$95.5K
AIM
617
Anchor Investment Management
South Carolina
$93.5K
CIBC Private Wealth Group
618
CIBC Private Wealth Group
Georgia
$88K
ZBNA
619
Zions Bancorporation, National Association
Utah
$87.6K
BHWM
620
Beaird Harris Wealth Management
Texas
$79.9K
Lazard Asset Management
621
Lazard Asset Management
New York
$72.9K
SHIM
622
Stone House Investment Management
Pennsylvania
$70.3K
FF
623
Friedenthal Financial
New Jersey
$60.5K
CMBA
624
C.M. Bidwell & Associates
Hawaii
$58.1K
HWP
625
Highline Wealth Partners
California
$56.9K