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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 429 increasing their positions, 463 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-8
Holders Change %
-0.69%
% of All Funds
15.58%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.09%
New
99
Increased
429
Reduced
463
Closed
77
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$84.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$83.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$40.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$276M
2
EP
Essential Planning
New Hampshire
-$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
AssetMark Inc
AssetMark Inc
California
-$74.1M
5
Morgan Stanley
Morgan Stanley
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
326
Transform Wealth
Colorado
$3.54M -$36.8K -445 -1%
KWM
327
Kiker Wealth Management
Georgia
$3.54M +$473K +5,721 +15%
WAP
328
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$1.3M +15,716 +58%
AA
329
Armis Advisers
Georgia
$3.52M +$3.52M +42,376 New
PFS
330
Prospera Financial Services
Texas
$3.52M -$418K -5,054 -11%
PP
331
Patten & Patten
Tennessee
$3.51M +$201K +2,434 +6%
WMG
332
WESCAP Management Group
California
$3.5M +$1.81M +21,879 +107%
EP
333
Essential Planning
New Hampshire
$3.5M -$200M -2,411,782 -98%
QCG
334
Quadrant Capital Group
Ohio
$3.46M -$431K -5,208 -11%
WAS
335
Winch Advisory Services
Wisconsin
$3.43M -$5.21K -63 -0.2%
PWP
336
Perfromance Wealth Partners
Illinois
$3.42M +$8.44K +102 +0.2%
SWP
337
Stratos Wealth Partners
Ohio
$3.42M +$241K +2,919 +8%
AWA
338
Arkadios Wealth Advisors
Georgia
$3.41M +$2.35M +28,456 +222%
SC
339
Sykon Capital
New York
$3.41M +$3.41M +41,172 New
SL
340
Sentinus LLC
Illinois
$3.39M -$473K -5,720 -12%
AWM
341
Axxcess Wealth Management
California
$3.37M +$745 +9 +0%
FDDB
342
Fidelity D&D Bancorp
Pennsylvania
$3.31M +$16K +193 +0.5%
GEM
343
Global Endowment Management
North Carolina
$3.31M -$5.89M -71,250 -64%
Millennium Management
344
Millennium Management
New York
$3.27M +$1.88M +22,738 +135%
GSEP
345
Golden State Equity Partners
California
$3.26M -$387K -4,673 -11%
IHL
346
Investment House LLC
California
$3.24M -$1.51M -18,297 -32%
AIS
347
American Investment Services
Massachusetts
$3.23M +$65.6K +793 +2%
HIA
348
Harbor Investment Advisory
Maryland
$3.23M -$57.8K -699 -2%
PPW
349
Presilium Private Wealth
Pennsylvania
$3.22M -$97.6K -1,180 -3%
MBI
350
May Barnhard Investments
Maryland
$3.17M +$384K +4,637 +14%
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