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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
PWM
426
PMG Wealth Management
Illinois
$2.3M +$16.6K +200 +0.7%
JWCA
427
J.W. Cole Advisors
Florida
$2.29M +$314K +3,789 +14%
LWM
428
Latko Wealth Management
Illinois
$2.28M +$311K +3,752 +16%
HL
429
HeadInvest LLC
Maine
$2.27M -$362K -4,371 -14%
UAS
430
United Asset Strategies
New York
$2.25M -$72.5K -875 -3%
TIM
431
Timelo Investment Management
Ontario, Canada
$2.24M
PGF
432
Plan Group Financial
Oklahoma
$2.24M +$173K +2,085 +8%
SJGA
433
Stephen J. Garry & Associates
New York
$2.21M -$81.6K -984 -4%
JAG
434
Journey Advisory Group
Kentucky
$2.21M +$466K +5,625 +27%
CFB
435
Cullen/Frost Bankers
Texas
$2.21M +$678K +8,181 +44%
RCAG
436
Rehmann Capital Advisory Group
Michigan
$2.17M +$8.46K +102 +0.4%
HWM
437
HB Wealth Management
Georgia
$2.16M +$1.06M +12,832 +97%
WCM
438
Wealthcare Capital Management
Virginia
$2.16M -$550K -6,638 -20%
EW
439
Expressive Wealth
Illinois
$2.15M +$2.15M +25,933 New
SWM
440
SeaCrest Wealth Management
New York
$2.14M +$2.14M +25,830 New
GIA
441
Gladstone Institutional Advisory
Florida
$2.11M +$48.8K +589 +2%
PFG
442
Pacific Financial Group
Washington
$2.11M +$366K +4,419 +21%
BIG
443
Brookwood Investment Group
Arizona
$2.1M +$2.15K +26 +0.1%
Financial Engines Advisors
444
Financial Engines Advisors
California
$2.09M +$1.53M +18,485 +275%
CA
445
Continuum Advisory
Idaho
$2.08M +$67.9K +819 +3%
LOWM
446
Laurel Oak Wealth Management
New Jersey
$2.07M +$2.07M +25,012 New
JSSH
447
J. Safra Sarasin Holding
$2.07M
OMC
448
Old Mission Capital
Illinois
$2.07M +$2.07M +24,988 New
PG
449
Patten Group
Tennessee
$2.07M -$294K -3,545 -12%
CWM
450
Cahaba Wealth Management
Georgia
$2.07M +$75.7K +913 +4%