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iShares 1-3 Year Treasury Bond ETF

1,174 hedge funds and large institutions have $18.7B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 465 increasing their positions, 443 reducing their positions, and 83 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $18.1B → $18.7B (+$575M)

1.07% less ownership

Funds ownership: 79.15%78.08% (-1.1%)

38% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.45M

Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$3.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
226
Dogwood Wealth Management
Kansas
$6.98M
CA
227
Clearstead Advisors
Ohio
$6.97M
DADC
228
D.A. Davidson & Co
Montana
$6.96M
SR
229
Syntax Research
Florida
$6.84M
DW
230
Durante & Waters
New York
$6.83M
PCP
231
Proficio Capital Partners
Massachusetts
$6.82M
SMF
232
Sterling Manor Financial
New York
$6.75M
CPWA
233
Cerro Pacific Wealth Advisors
California
$6.74M
OAM
234
Oppenheimer Asset Management
New York
$6.74M
GWM
235
Geneos Wealth Management
Colorado
$6.66M
VFA
236
Values First Advisors
Tennessee
$6.61M
PAS
237
Park Avenue Securities
New York
$6.53M
MHB
238
Midwest Heritage Bank
Iowa
$6.44M
LHC
239
Little House Capital
Massachusetts
$6.31M
EA
240
Efficient Advisors
Ohio
$6.29M
BCM
241
Boltwood Capital Management
California
$6.26M
ACM
242
Alamar Capital Management
California
$6.25M
AAS
243
Avantax Advisory Services
Texas
$6.23M
FHC
244
First Heartland Consultants
Missouri
$6.21M
AWM
245
Axxcess Wealth Management
California
$6.2M
KA
246
Kooman & Associates
Pennsylvania
$6.19M
BFA
247
Buttonwood Financial Advisors
Maryland
$6.19M
LFG
248
Larson Financial Group
Missouri
$6.16M
LIM
249
Leavell Investment Management
Alabama
$6.14M
FPAS
250
Focus Partners Advisor Solutions
Missouri
$6.09M