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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
14.63%
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
Citigroup
26
Citigroup
New York
$114M +$4.83M +58,211 +4%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$109M +$4.42M +53,264 +4%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$107M +$16.9M +203,838 +19%
Charles Schwab
29
Charles Schwab
California
$102M -$2.89M -34,919 -3%
Goldman Sachs
30
Goldman Sachs
New York
$93M +$28M +338,096 +43%
ST
31
Smithfield Trust
Pennsylvania
$92.1M +$385K +4,642 +0.4%
TFM
32
TFC Financial Management
Massachusetts
$77.2M +$2.88M +34,797 +4%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$75.3M -$41M -494,342 -35%
TPCW
34
TD Private Client Wealth
New York
$75.2M -$1.79M -21,639 -2%
BFG
35
Bleakley Financial Group
New Jersey
$73.9M +$12.9M +155,812 +21%
HighTower Advisors
36
HighTower Advisors
Illinois
$72.6M -$2.57M -31,002 -3%
Lido Advisors
37
Lido Advisors
California
$72.2M +$1.01M +12,221 +1%
CAMG
38
CWA Asset Management Group
Florida
$71.1M +$4.88M +58,919 +7%
Osaic Holdings
39
Osaic Holdings
Arizona
$68.4M -$9.8M -118,251 -13%
US Bancorp
40
US Bancorp
Minnesota
$64.6M -$3.7M -44,680 -5%
MML Investors Services
41
MML Investors Services
Massachusetts
$62.7M -$11.4M -137,044 -15%
AG
42
AIA Group
Hong Kong
$62.2M -$85M -1,025,313 -58%
Wealthfront Advisers
43
Wealthfront Advisers
California
$61.9M -$4.86M -58,573 -7%
BIAS
44
Beacon Investment Advisory Services
New Jersey
$61.7M +$3.94M +47,499 +7%
GAG
45
GM Advisory Group
New York
$61.4M -$7.15M -86,309 -10%
ECM
46
Evergreen Capital Management
Washington
$61M -$470K -5,674 -0.8%
Corient Private Wealth
47
Corient Private Wealth
Florida
$58.2M +$31.7M +382,339 +112%
AP
48
Atwood & Palmer
Missouri
$57.6M +$2.46M +29,736 +4%
Amundi
49
Amundi
France
$55.5M
QC
50
Quent Capital
New York
$53.4M +$6.81M +82,095 +15%