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iShares 1-3 Year Treasury Bond ETF

1,214 hedge funds and large institutions have $19.1B invested in iShares 1-3 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 534 increasing their positions, 398 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $4.86M

34% more repeat investments, than reductions

Existing positions increased: 534 | Existing positions reduced: 398

32% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 85

22% more funds holding in top 10

Funds holding in top 10: 7693 (+17)

4% more capital invested

Capital invested by funds: $18.4B → $19.1B (+$709M)

1% more funds holding

Funds holding: 1,2031,214 (+11)

0.19% less ownership

Funds ownership: 78.38%78.19% (-0.19%)

Holders
1,214
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
14.95%
Holding in Top 10
93
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+22.37%
% of All Funds
1.15%
New
112
Increased
534
Reduced
398
Closed
85
Calls
$20.4M
Puts
$4.86M
Net Calls
+$15.5M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.86B -$341M -4,115,838 -15%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.58B +$101M +1,226,127 +7%
Bank of America
3
Bank of America
North Carolina
$1.29B +$286M +3,451,890 +28%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.03B +$157M +1,897,603 +18%
BlackRock
5
BlackRock
New York
$965M -$159M -1,922,861 -14%
Ameriprise
6
Ameriprise
Minnesota
$529M +$133M +1,608,875 +34%
LPL Financial
7
LPL Financial
California
$485M -$35.1M -424,413 -7%
Wells Fargo
8
Wells Fargo
California
$472M +$41.5M +500,912 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$472M +$13.7M +165,473 +3%
UBS Group
10
UBS Group
Switzerland
$398M -$7.99M -96,499 -2%
Raymond James Financial
11
Raymond James Financial
Florida
$378M +$26.7M +322,542 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$337M +$262M +3,169,398 +349%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$303M +$26.5M +319,708 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$296M +$8.02M +96,911 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$290M -$4.24M -51,268 -1%
AssetMark Inc
16
AssetMark Inc
California
$262M +$83M +1,002,453 +46%
PIA
17
PineBridge Investments Asia
$226M -$43.9M -530,000 -16%
Cerity Partners
18
Cerity Partners
New York
$207M -$12.7M -153,722 -6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$201M +$30.8M +372,529 +18%
Truist Financial
20
Truist Financial
North Carolina
$190M +$394K +4,765 +0.2%
Stifel Financial
21
Stifel Financial
Missouri
$124M +$10.3M +124,501 +9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$122M +$15.8M +191,403 +15%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$103M -$5.77M -69,759 -5%
Charles Schwab
24
Charles Schwab
California
$101M -$638K -7,702 -0.6%
ST
25
Smithfield Trust
Pennsylvania
$92.2M +$404K +4,881 +0.4%