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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
14.62%
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
PRI
301
Prepared Retirement Institute
Pennsylvania
$4.49M -$114K -1,376 -2%
MCC
302
Money Concepts Capital
Florida
$4.42M +$244K +2,938 +6%
ACM
303
AUA Capital Management
Pennsylvania
$4.4M -$9.95K -120 -0.2%
CGA
304
Crescent Grove Advisors
Illinois
$4.32M -$76.2K -919 -2%
HIA
305
Harbor Investment Advisory
Maryland
$4.29M +$555K +6,693 +15%
CHJWM
306
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.26M -$82.7K -998 -2%
WMG
307
WESCAP Management Group
California
$4.16M +$325K +3,915 +8%
HWA
308
HCR Wealth Advisors
California
$4.12M -$383K -4,615 -8%
BPA
309
Beacon Pointe Advisors
California
$4.11M +$1.67M +20,170 +69%
SRWM
310
Shira Ridge Wealth Management
California
$4.11M +$633K +7,634 +18%
CI
311
Cambiar Investors
Colorado
$4.08M +$2.06M +24,811 +102%
Franklin Resources
312
Franklin Resources
California
$4.03M +$8.04K +97 +0.2%
DSAM
313
Dock Street Asset Management
Florida
$3.93M -$5.43M -65,451 -58%
JWM
314
JGP Wealth Management
Oregon
$3.9M +$741K +8,936 +23%
MCP
315
Martin Capital Partners
Oregon
$3.86M -$67.6K -816 -2%
PA
316
Parallel Advisors
California
$3.86M +$216K +2,603 +6%
CPL
317
Corecam Pte Ltd
$3.83M +$3.84M +46,269 New
WG
318
Welch Group
Alabama
$3.78M +$586K +7,065 +18%
AFG
319
Atomi Financial Group
New York
$3.73M +$48K +579 +1%
CWM
320
Connecticut Wealth Management
Connecticut
$3.68M +$3.69M +44,467 New
IWM
321
IHT Wealth Management
Illinois
$3.68M +$900K +10,857 +32%
OA
322
Oxbow Advisors
Texas
$3.62M +$3.06M +36,889 +539%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$3.6M -$584K -7,043 -14%
IWA
324
Independent Wealth Advisors
North Carolina
$3.58M +$3.58M +43,225 New
MIA
325
MMBG Investment Advisors
Florida
$3.58M +$943K +11,380 +36%