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iShares 1-3 Year Treasury Bond ETF

1,140 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 430 increasing their positions, 443 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 99

3% less funds holding

Funds holding: 1,1741,140 (-34)

11% less funds holding in top 10

Funds holding in top 10: 8172 (-9)

Holders
1,140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.1M
Puts
$17.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
451
Mascoma Wealth Management
New Hampshire
$1.97M
LWM
452
Latko Wealth Management
Illinois
$1.97M
RWA
453
Rooted Wealth Advisors
Illinois
$1.97M
RIA
454
Realta Investment Advisors
Delaware
$1.96M
NAM
455
NTV Asset Management
West Virginia
$1.95M
4WM
456
4J Wealth Management
Virginia
$1.95M
CTA
457
Camelot Technology Advisors
California
$1.94M
WH
458
Whitcomb & Hess
Ohio
$1.94M
CAG
459
Cypress Advisory Group
Arizona
$1.94M
KJHP
460
K.J. Harrison & Partners
Ontario, Canada
$1.92M
AWM
461
Avior Wealth Management
Nebraska
$1.92M
GA
462
Greenspring Advisors
Maryland
$1.9M
FCT
463
First Community Trust
Iowa
$1.9M
VFA
464
Voya Financial Advisors
Connecticut
$1.89M
HCM
465
Howard Capital Management
Georgia
$1.89M
FTS
466
Fifth Third Securities
Ohio
$1.89M
AWA
467
AGH Wealth Advisors
Kansas
$1.88M
IP
468
Integras Partners
Georgia
$1.87M
UBP
469
Union Bancaire Privee
Switzerland
$1.87M
PI
470
PFG Investments
New York
$1.83M
SG
471
StoneX Group
New York
$1.83M
NW
472
NewEdge Wealth
Pennsylvania
$1.82M
BRWA
473
B. Riley Wealth Advisors
Florida
$1.81M
VCP
474
Verus Capital Partners
Arizona
$1.8M
TWM
475
TriaGen Wealth Management
California
$1.79M