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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
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
FRA
611
Front Row Advisors
California
$113K
Q1WB
612
Quest 10 Wealth Builders
Virginia
$108K
GWM
613
Geneos Wealth Management
Colorado
$96.2K
TFA
614
Transamerica Financial Advisors
Florida
$95.5K
AIM
615
Anchor Investment Management
South Carolina
$93.5K
CIBC Private Wealth Group
616
CIBC Private Wealth Group
Georgia
$88K
ZBNA
617
Zions Bancorporation, National Association
Utah
$87.6K
BHWM
618
Beaird Harris Wealth Management
Texas
$79.9K
Lazard Asset Management
619
Lazard Asset Management
New York
$72.9K
SHIM
620
Stone House Investment Management
Pennsylvania
$70.3K
FF
621
Friedenthal Financial
New Jersey
$60.5K
CMBA
622
C.M. Bidwell & Associates
Hawaii
$58.1K
HWP
623
Highline Wealth Partners
California
$56.9K
AUB
624
Atlantic Union Bankshares
Virginia
$56.4K
NWMP
625
Noble Wealth Management PBC
Colorado
$56.2K