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iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 271 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 ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
CWM
151
Calamos Wealth Management
Illinois
$6.04M
AOWM
152
Asset One Wealth Management
Washington
$5.98M
TAM
153
Tucker Asset Management
Colorado
$5.96M
RAG
154
RIA Advisory Group
Iowa
$5.95M
PA
155
Procyon Advisors
Connecticut
$5.94M
IPW
156
IronBridge Private Wealth
Texas
$5.92M
SLWA
157
San Luis Wealth Advisors
California
$5.84M
CFO
158
Cambient Family Office
Michigan
$5.73M
VFS
159
Valpey Financial Services
New Hampshire
$5.71M
Jones Financial Companies
160
Jones Financial Companies
Missouri
$5.69M
AWM
161
Apex Wealth Management
New Hampshire
$5.62M
FMN
162
Financial Management Network
California
$5.56M
AIS
163
American Investment Services
Massachusetts
$5.52M
US Bancorp
164
US Bancorp
Minnesota
$5.38M
PAG
165
Private Advisor Group
New Jersey
$5.33M
KPWS
166
Kestra Private Wealth Services
Texas
$5.33M
HZ
167
Hixon Zuercher
Ohio
$5.23M
KeyBank National Association
168
KeyBank National Association
Ohio
$5.16M
BF
169
Baring Financial
Washington
$5.11M
Lido Advisors
170
Lido Advisors
California
$5.11M
PPWP
171
Premier Path Wealth Partners
New Jersey
$5.06M
SB
172
Strategic Blueprint
Georgia
$5.05M
DA
173
Dover Advisors
Virginia
$5.01M
IWC
174
Integrated Wealth Concepts
Massachusetts
$4.99M
JSSH
175
J. Safra Sarasin Holding
$4.84M