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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
PIM
451
Penobscot Investment Management
Massachusetts
$2.06M
PFS
452
Prospera Financial Services
Texas
$2.06M -$660K -7,966 -24%
FGWP
453
Founders Grove Wealth Partners
Virginia
$2.05M +$417K +5,034 +25%
PNFS
454
PW Nova Financial Services
Pennsylvania
$2.05M +$2.05M +24,719 New
GS
455
GWN Securities
Florida
$2.05M +$265K +3,201 +15%
LFASL
456
Lugano Financial Advisors SA (LFA)
Switzerland
$2.03M +$13.2K +159 +0.7%
BFWM
457
Bright Futures Wealth Management
New York
$2.03M -$318K -3,841 -14%
MWM
458
Mascoma Wealth Management
New Hampshire
$2.03M +$62.2K +750 +3%
MCWS
459
McKinley Carter Wealth Services
West Virginia
$2.03M +$2.03M +24,494 New
SFA
460
Sequoia Financial Advisors
Ohio
$2.02M -$22.5K -272 -1%
NAM
461
NTV Asset Management
West Virginia
$2.01M +$61.9K +747 +3%
GSEP
462
Golden State Equity Partners
California
$2M -$1.68M -20,212 -46%
RIA
463
Realta Investment Advisors
Delaware
$2M +$35.4K +427 +2%
MLM
464
Mount Lucas Management
Pennsylvania
$1.99M -$752K -9,074 -27%
IP
465
Integras Partners
Georgia
$1.98M +$106K +1,284 +6%
HTC
466
Haverford Trust Company
Pennsylvania
$1.96M -$24.7K -298 -1%
MCM
467
MV Capital Management
Maryland
$1.96M -$202K -2,442 -9%
FHC
468
First Horizon Corporation
Tennessee
$1.95M -$165K -1,987 -8%
VCM
469
Virtue Capital Management
Tennessee
$1.94M +$299K +3,606 +39%
CAM
470
Cresset Asset Management
Illinois
$1.94M +$56.2K +678 +3%
SG
471
StoneX Group
New York
$1.94M +$107K +1,288 +6%
CFG
472
Cooper Financial Group
California
$1.94M +$775K +9,349 +67%
SWA
473
Stratos Wealth Advisors
Ohio
$1.94M -$1.87M -22,507 -49%
FT
474
Fiduciary Trust
Massachusetts
$1.93M -$623K -7,514 -24%
KJHP
475
K.J. Harrison & Partners
Ontario, Canada
$1.93M +$9.04K +109 +0.5%