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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
Creative Planning
101
Creative Planning
Kansas
$12.1M
SMFG
102
Sumitomo Mitsui Financial Group
Japan
$12M
IUHSA
103
Itau Unibanco Holding S.A.
Brazil
$11.9M
WAS
104
Winch Advisory Services
Wisconsin
$11.9M
UWM
105
Udine Wealth Management
Florida
$11.8M
ML
106
Mayport LLC
Massachusetts
$11.5M
WWM
107
Whalen Wealth Management
Nevada
$11.5M
PCMU
108
Paragon Capital Management (Utah)
Utah
$11M
AWA
109
Arete Wealth Advisors
Illinois
$10.9M
FC
110
Farringdon Capital
United Kingdom
$10.5M
SA
111
Stolz & Associates
Washington
$10.2M
ANTB
112
AMG National Trust Bank
Colorado
$10.2M
OFA
113
Oak Family Advisors
Illinois
$9.64M
SPIA
114
Steward Partners Investment Advisory
New York
$9.63M
MWM
115
MinichMacGregor Wealth Management
New York
$9.61M
OBWG
116
Onyx Bridge Wealth Group
New York
$9.53M
MWM
117
Meridian Wealth Management
Kentucky
$9.51M
NYLIM
118
New York Life Investment Management
New York
$9.4M
AWMM
119
Aegis Wealth Management (Maryland)
Maryland
$9.24M
ODIJL
120
One Day In July LLC
Vermont
$9.09M
MSFS
121
Main Street Financial Solutions
Pennsylvania
$8.99M
RA
122
RFG Advisory
Alabama
$8.65M
GC
123
GatePass Capital
Ohio
$8.51M
KAS
124
Kestra Advisory Services
Texas
$8.48M
MFC
125
Morris Financial Concepts
South Carolina
$8.48M