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iShares 1-3 Year Treasury Bond ETF

1,202 hedge funds and large institutions have $18.4B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 477 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 68

22% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $31.7M

13% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 421

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

4% more funds holding

Funds holding: 1,1541,202 (+48)

2.87% less ownership

Funds ownership: 81.25%78.38% (-2.9%)

6% less capital invested

Capital invested by funds: $19.5B → $18.4B (-$1.08B)

Holders
1,202
Holders Change
+48
Holders Change %
+4.16%
% of All Funds
14.63%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
0.92%
New
140
Increased
477
Reduced
421
Closed
68
Calls
$38.8M
Puts
$31.7M
Net Calls
+$7.08M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
Davenport & Co
Virginia
$7.09M -$527K -6,361 -7%
PIMG
227
Patriot Investment Management Group
Tennessee
$7.04M -$254K -3,070 -3%
EH
228
Equitable Holdings
New York
$6.94M -$5.21M -62,814 -43%
NF
229
Napier Financial
Massachusetts
$6.93M +$6.93M +83,643 New
CGH
230
Crossmark Global Holdings
Texas
$6.84M +$1.55M +18,640 +29%
SFG
231
SevenBridge Financial Group
Pennsylvania
$6.81M +$276K +3,324 +4%
MHB
232
Midwest Heritage Bank
Iowa
$6.79M +$314K +3,791 +5%
ISWM
233
Independent Solutions Wealth Management
New York
$6.69M -$327K -3,943 -5%
BWM
234
Bulltick Wealth Management
Florida
$6.67M +$2.01M +24,191 +43%
SR
235
Syntax Research
Florida
$6.54M -$483K -5,823 -7%
BCM
236
Boltwood Capital Management
California
$6.54M +$192K +2,314 +3%
PWM
237
Perigon Wealth Management
California
$6.53M -$1.12M -13,461 -15%
SMAM
238
Sugar Maple Asset Management
Wisconsin
$6.49M +$508K +6,123 +8%
GVAG
239
Great Valley Advisor Group
Delaware
$6.47M +$306K +3,693 +5%
GS
240
GTS Securities
New York
$6.46M +$6.47M +77,991 New
KA
241
Kooman & Associates
Pennsylvania
$6.46M +$286K +3,449 +5%
BIP
242
Bouvel Investment Partners
Pennsylvania
$6.44M +$320K +3,860 +5%
CPWA
243
Cerro Pacific Wealth Advisors
California
$6.36M +$242K +2,921 +4%
AWM
244
Alterna Wealth Management
Texas
$6.29M -$736K -8,878 -10%
KPWS
245
Kestra Private Wealth Services
Texas
$6.26M -$27.5K -332 -0.4%
CPO
246
Cerity Partners OCIO
New York
$6.25M -$1.07M -12,938 -15%
AWA
247
American Wealth Advisors
Georgia
$6.23M -$223K -2,687 -3%
LHC
248
Little House Capital
Massachusetts
$6.21M -$253K -3,048 -4%
AA
249
Armis Advisers
Georgia
$6.06M -$457K -5,514 -7%
FCBT
250
First Citizens Bank & Trust
North Carolina
$6.02M +$468K +5,643 +8%