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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
MKA
76
M. Kulyk & Associates
Georgia
$17.9M
KPWG
77
KFA Private Wealth Group
Virginia
$17.4M
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$16.9M
AF
79
Advisornet Financial
Minnesota
$16.9M
Financial Engines Advisors
80
Financial Engines Advisors
California
$16.7M
PCM
81
Presidio Capital Management
California
$16.6M
LF
82
Lee Financial
Texas
$16.3M
IIA
83
IPG Investment Advisors
California
$16.1M
BPA
84
Beacon Pointe Advisors
California
$16M
NA
85
NewEdge Advisors
Louisiana
$15.8M
MPPLM
86
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$15.6M
TW
87
Trajan Wealth
Arizona
$15.3M
NWP
88
NerdWallet Wealth Partners
New York
$15M
ACA
89
Anchor Capital Advisors
Massachusetts
$15M
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$14.9M
FPW
91
Fairvoy Private Wealth
Alabama
$14.7M
ST
92
Smithfield Trust
Pennsylvania
$14.6M
SVCP
93
Silicon Valley Capital Partners
California
$14.5M
GA
94
GFS Advisors
Texas
$14M
TPWM
95
Twelve Points Wealth Management
Massachusetts
$13.8M
KL
96
KWMG LLC
Kansas
$13.3M
BPC
97
Banque Pictet & Cie
Switzerland
$13.1M
ISWM
98
Independent Solutions Wealth Management
New York
$12.3M
Creative Planning
99
Creative Planning
Kansas
$12.1M
SMFG
100
Sumitomo Mitsui Financial Group
Japan
$12M