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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
IFWM
201
Institute for Wealth Management
Colorado
$3.97M
DADC
202
D.A. Davidson & Co
Montana
$3.96M
AR
203
Advisory Research
Illinois
$3.95M
ACM
204
Avalon Capital Management
California
$3.94M
WCG
205
Weaver Consulting Group
California
$3.89M
GC
206
Gould Capital
Washington
$3.89M
IHL
207
Investment House LLC
California
$3.87M
JIR
208
James Investment Research
Ohio
$3.82M
HFA
209
Hershey Financial Advisers
Pennsylvania
$3.77M
FTUS
210
Flow Traders U.S.
New York
$3.76M
KFGG
211
Keystone Financial Group (Georgia)
Georgia
$3.75M
CSP
212
Cary Street Partners
Virginia
$3.73M
PFM
213
Patton Fund Management
Texas
$3.71M
NWAG
214
Net Worth Advisory Group
Utah
$3.61M
CHJWM
215
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.58M
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$3.56M
SS
217
SBI Securities
Japan
$3.55M
WFS
218
Walker Financial Services
Kentucky
$3.53M
SWM
219
Spire Wealth Management
Virginia
$3.53M
PPWP
220
Premier Path Wealth Partners
New Jersey
$3.49M
AG
221
Ascent Group
Virginia
$3.46M
Lido Advisors
222
Lido Advisors
California
$3.45M
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$3.44M
FA
224
Fiduciary Alliance
South Carolina
$3.39M
FFM
225
Forum Financial Management
Illinois
$3.38M