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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
HWA
301
HCR Wealth Advisors
California
$4.45M
PRI
302
Prepared Retirement Institute
Pennsylvania
$4.43M
AWA
303
Arete Wealth Advisors
Illinois
$4.42M
ACM
304
ADAR1 Capital Management
Texas
$4.42M
AF
305
Allworth Financial
California
$4.4M
ACM
306
AUA Capital Management
Pennsylvania
$4.34M
CHJWM
307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.33M
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$4.32M
TIM
309
Timelo Investment Management
Ontario, Canada
$4.32M
SWM
310
SigFig Wealth Management
California
$4.29M
ODIJL
311
One Day In July LLC
Vermont
$4.27M
MCP
312
Martin Capital Partners
Oregon
$4.26M
MCC
313
Money Concepts Capital
Florida
$4.25M
AC
314
Apella Capital
Connecticut
$4.14M
BCM
315
Becker Capital Management
Oregon
$4.11M
FHA
316
First Horizon Advisors
Tennessee
$4.1M
PA
317
Parallel Advisors
California
$4.07M
SWA
318
Stratos Wealth Advisors
Ohio
$4.02M
RFS
319
Retirement Financial Solutions
Tennessee
$3.98M
FDDB
320
Fidelity D&D Bancorp
Pennsylvania
$3.98M
TA
321
TFB Advisors
Kansas
$3.97M
AIA
322
Arrow Investment Advisors
Maryland
$3.97M
CI
323
CPR Investments
Michigan
$3.97M
Franklin Resources
324
Franklin Resources
California
$3.95M
JWM
325
JGP Wealth Management
Oregon
$3.9M