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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
WAS
101
Winch Advisory Services
Wisconsin
$12M
Creative Planning
102
Creative Planning
Kansas
$12M
ML
103
Mayport LLC
Massachusetts
$11.8M
UWM
104
Udine Wealth Management
Florida
$11.8M
KPWG
105
KFA Private Wealth Group
Virginia
$11.4M
PCMU
106
Paragon Capital Management (Utah)
Utah
$11.2M
PCM
107
Penserra Capital Management
California
$11.2M
ANTB
108
AMG National Trust Bank
Colorado
$11.1M
SMFG
109
Sumitomo Mitsui Financial Group
Japan
$10.8M
SG
110
StoneX Group
New York
$10.5M
FC
111
Farringdon Capital
United Kingdom
$10.5M
ODIJL
112
One Day In July LLC
Vermont
$10.5M
ISWM
113
Independent Solutions Wealth Management
New York
$10.3M
BPC
114
Banque Pictet & Cie
Switzerland
$10.3M
GC
115
GatePass Capital
Ohio
$9.86M
MWM
116
Meridian Wealth Management
Kentucky
$9.57M
PAG
117
Private Advisor Group
New Jersey
$9.43M
RA
118
RFG Advisory
Alabama
$9.41M
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$9.35M
MWM
120
MinichMacGregor Wealth Management
New York
$9.18M
HCA
121
Heck Capital Advisors
Wisconsin
$9.1M
KDA
122
Kraft Davis & Associates
Missouri
$9.07M
AWA
123
Arete Wealth Advisors
Illinois
$9.01M
AWM
124
Alterna Wealth Management
Texas
$8.96M
IWC
125
Integrated Wealth Concepts
Massachusetts
$8.86M