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iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 278 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: $9.46B → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
MKA
76
M. Kulyk & Associates
Georgia
$17.9M
KPWG
77
KFA Private Wealth Group
Virginia
$17.4M
SWP
78
Strategic Wealth Partners
Ohio
$17M
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
AF
80
Advisornet Financial
Minnesota
$16.9M
Financial Engines Advisors
81
Financial Engines Advisors
California
$16.7M
PCM
82
Presidio Capital Management
California
$16.6M
LF
83
Lee Financial
Texas
$16.3M
IIA
84
IPG Investment Advisors
California
$16.1M
BPA
85
Beacon Pointe Advisors
California
$16M
NA
86
NewEdge Advisors
Louisiana
$15.8M
MPPLM
87
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.6M
TW
88
Trajan Wealth
Arizona
$15.3M
NWP
89
NerdWallet Wealth Partners
New York
$15M
ACA
90
Anchor Capital Advisors
Massachusetts
$15M
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$14.9M
FPW
92
Fairvoy Private Wealth
Alabama
$14.7M
ST
93
Smithfield Trust
Pennsylvania
$14.6M
SVCP
94
Silicon Valley Capital Partners
California
$14.5M
GA
95
GFS Advisors
Texas
$14M
TPWM
96
Twelve Points Wealth Management
Massachusetts
$13.8M
KL
97
KWMG LLC
Kansas
$13.3M
BPC
98
Banque Pictet & Cie
Switzerland
$13.1M
AZ
99
Alpha Zero
Florida
$12.8M
ISWM
100
Independent Solutions Wealth Management
New York
$12.3M