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iShares 1-3 Year Treasury Bond ETF

1,168 hedge funds and large institutions have $18.3B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 467 increasing their positions, 419 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 7272 (0)

2.78% less ownership

Funds ownership: 81.2%78.43% (-2.8%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.21B)

Holders
1,168
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
$38.8M
Puts
$31.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
476
4J Wealth Management
Virginia
$1.85M
MM
477
Main Management
California
$1.84M
MPPLM
478
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.83M
FCT
479
First Community Trust
Iowa
$1.83M
NW
480
NewEdge Wealth
Pennsylvania
$1.83M
AI
481
Atria Investments
North Carolina
$1.82M
TWC
482
TD Waterhouse Canada
Ontario, Canada
$1.82M
TWP
483
Tower Wealth Partners
Pennsylvania
$1.82M
SWM
484
Shrier Wealth Management
California
$1.8M
MT
485
Midwest Trust
Kansas
$1.8M
NL
486
NVWM LLC
Pennsylvania
$1.8M
TWM
487
TriaGen Wealth Management
California
$1.79M
Boston Partners
488
Boston Partners
Massachusetts
$1.79M
BRWA
489
B. Riley Wealth Advisors
Florida
$1.76M
EAM
490
Empirical Asset Management
Massachusetts
$1.75M
RSWM
491
Robertson Stephens Wealth Management
California
$1.74M
EL
492
EQ LLC
Washington
$1.74M
AWA
493
AGH Wealth Advisors
Kansas
$1.72M
TCA
494
Transcend Capital Advisors
New Jersey
$1.71M
PPA
495
Pacific Point Advisors
California
$1.7M
RC
496
Roundview Capital
New Jersey
$1.7M
PI
497
PFG Investments
New York
$1.7M
WHCFA
498
William Howard & Co Financial Advisors
Tennessee
$1.69M
VFA
499
Voya Financial Advisors
Connecticut
$1.69M
DR
500
Davis Rea
Ontario, Canada
$1.69M