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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
TDWM
326
Topel & Distasi Wealth Management
California
$3.58M +$88.2K +1,064 +3%
Northern Trust
327
Northern Trust
Illinois
$3.53M -$375K -4,529 -10%
PA
328
Perennial Advisors
New York
$3.52M +$386K +4,661 +12%
AWA
329
Arkadios Wealth Advisors
Georgia
$3.51M -$59.4K -716 -2%
AL
330
Aspiriant LLC
California
$3.49M +$2.76M +33,254 +374%
WAS
331
Winch Advisory Services
Wisconsin
$3.45M -$4.39K -53 -0.1%
TF
332
Trek Financial
Arizona
$3.45M -$83.6K -1,009 -2%
GFA
333
Gallagher Fiduciary Advisors
Illinois
$3.39M +$1.24M +14,999 +58%
BL
334
BFSG LLC
California
$3.39M +$110K +1,327 +3%
FTS
335
Fifth Third Securities
Ohio
$3.38M +$1.5M +18,099 +80%
PBO
336
Peoples Bank (Ohio)
Ohio
$3.38M -$130K -1,571 -4%
AF
337
Allworth Financial
California
$3.37M -$560K -6,751 -14%
IFG
338
Independent Financial Group
California
$3.34M -$1.11M -13,353 -25%
GEM
339
Global Endowment Management
North Carolina
$3.31M
ATFA
340
All Terrain Financial Advisors
Minnesota
$3.3M +$54.5K +658 +2%
LFG
341
Larson Financial Group
Missouri
$3.29M -$743K -8,966 -18%
AC
342
Apella Capital
Connecticut
$3.28M -$791K -9,538 -19%
PWP
343
Perfromance Wealth Partners
Illinois
$3.27M -$332 -4 -0%
IHL
344
Investment House LLC
California
$3.27M -$299K -3,607 -8%
PS
345
Principal Securities
Iowa
$3.26M -$55.6K -671 -2%
FPW
346
Flagship Private Wealth
Massachusetts
$3.25M +$29.3K +353 +0.9%
DCA
347
DSG Capital Advisors
Minnesota
$3.24M -$2.5M -30,184 -44%
SWA
348
Strata Wealth Advisors
Texas
$3.23M -$85.3K -1,029 -3%
WFAG
349
Wescott Financial Advisory Group
Pennsylvania
$3.21M +$256K +3,086 +9%
SL
350
Sentinus LLC
Illinois
$3.2M -$189K -2,278 -6%