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iShares 1-3 Year Treasury Bond ETF

1,167 hedge funds and large institutions have $18.3B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 467 increasing their positions, 418 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 7272 (0)

2.78% less ownership

Funds ownership: 81.2%78.43% (-2.8%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.21B)

Holders
1,167
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.8M
Puts
$31.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
301
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.26M
WMG
302
WESCAP Management Group
California
$4.16M
HWA
303
HCR Wealth Advisors
California
$4.12M
BPA
304
Beacon Pointe Advisors
California
$4.11M
SRWM
305
Shira Ridge Wealth Management
California
$4.11M
CI
306
Cambiar Investors
Colorado
$4.08M
Franklin Resources
307
Franklin Resources
California
$4.03M
DSAM
308
Dock Street Asset Management
Florida
$3.93M
JWM
309
JGP Wealth Management
Oregon
$3.9M
MCP
310
Martin Capital Partners
Oregon
$3.86M
PA
311
Parallel Advisors
California
$3.86M
WG
312
Welch Group
Alabama
$3.78M
AFG
313
Atomi Financial Group
New York
$3.73M
CWM
314
Connecticut Wealth Management
Connecticut
$3.68M
IWM
315
IHT Wealth Management
Illinois
$3.68M
OA
316
Oxbow Advisors
Texas
$3.62M
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$3.6M
MIA
318
MMBG Investment Advisors
Florida
$3.58M
TDWM
319
Topel & Distasi Wealth Management
California
$3.58M
Northern Trust
320
Northern Trust
Illinois
$3.53M
PA
321
Perennial Advisors
New York
$3.52M
AWA
322
Arkadios Wealth Advisors
Georgia
$3.51M
AL
323
Aspiriant LLC
California
$3.49M
WAS
324
Winch Advisory Services
Wisconsin
$3.45M
TF
325
Trek Financial
Arizona
$3.45M