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iShares 1-3 Year Treasury Bond ETF

1,165 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 113 funds opening new positions, 461 increasing their positions, 437 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

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 8080 (0)

0.3% less ownership

Funds ownership: 79.08%78.79% (-0.3%)

38% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.45M

Holders
1,165
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
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
COCM
426
Charter Oak Capital Management
New Hampshire
$2.38M
PG
427
Patten Group
Tennessee
$2.37M
CB
428
Community Bank
New York
$2.35M
NL
429
NWAM LLC
Washington
$2.34M
TCM
430
Traub Capital Management
Massachusetts
$2.33M
GIA
431
Gladstone Institutional Advisory
Florida
$2.32M
UAS
432
United Asset Strategies
New York
$2.31M
PWM
433
PMG Wealth Management
Illinois
$2.29M
HTC
434
Haverford Trust Company
Pennsylvania
$2.26M
BFGL
435
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$2.23M
SAM
436
Smartleaf Asset Management
Massachusetts
$2.2M
DLCIG
437
D.L. Carlson Investment Group
New Hampshire
$2.2M
SWM
438
SpringVest Wealth Management
Texas
$2.19M
Lazard Asset Management
439
Lazard Asset Management
New York
$2.19M
LFA
440
LifeGuide Financial Advisors
Pennsylvania
$2.16M
PIM
441
Penobscot Investment Management
Massachusetts
$2.15M
SWM
442
SFG Wealth Management
Maryland
$2.14M
SFA
443
Sequoia Financial Advisors
Ohio
$2.14M
PAS
444
PKS Advisory Services
New York
$2.14M
MMA
445
Miracle Mile Advisors
California
$2.13M
CV
446
Counterweight Ventures
North Carolina
$2.12M
JWCA
447
J.W. Cole Advisors
Florida
$2.12M
MCM
448
MV Capital Management
Maryland
$2.12M
BIP
449
Bouvel Investment Partners
Pennsylvania
$2.11M
RCAG
450
Rehmann Capital Advisory Group
Michigan
$2.11M