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iShares 1-3 Year Treasury Bond ETF

1,171 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 123 funds opening new positions, 469 increasing their positions, 418 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)

2.74% less ownership

Funds ownership: 81.2%78.46% (-2.7%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.2B)

Holders
1,171
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
DR
501
Davis Rea
Ontario, Canada
$1.69M
FWM
502
Finer Wealth Management
Massachusetts
$1.68M
EA
503
Enclave Advisors
Texas
$1.66M
CC
504
Capital Counsel
New York
$1.64M
SIA
505
SeaBridge Investment Advisors
New Jersey
$1.63M
LPAM
506
Lodestar Private Asset Management
California
$1.63M
Invesco
507
Invesco
Georgia
$1.62M
LWAM
508
Legacy Wealth Asset Management
Minnesota
$1.62M
TCM
509
Towercrest Capital Management
Pennsylvania
$1.62M
GC
510
Guidance Capital
Kentucky
$1.62M
AWA
511
Acorn Wealth Advisors
Michigan
$1.61M
TPWA
512
TRUE Private Wealth Advisors
Oregon
$1.6M
MPIA
513
Milestones Private Investment Advisors
New York
$1.58M
CL
514
Choreo LLC
Illinois
$1.56M
MA
515
Maxele Advisors
Missouri
$1.56M
FA
516
Freestate Advisors
Kansas
$1.53M
WANY
517
Wealthspire Advisors (New York)
New York
$1.52M
KWMG
518
King Wealth Management Group
Florida
$1.52M
TA
519
Tactive Advisors
Florida
$1.5M
Lazard Asset Management
520
Lazard Asset Management
New York
$1.48M
WCML
521
WLTH Capital Management, LLC
Arizona
$1.48M
AQR Capital Management
522
AQR Capital Management
Connecticut
$1.48M
GWM
523
Geneos Wealth Management
Colorado
$1.46M
IRP
524
Investment Research Partners
Pennsylvania
$1.45M
COCM
525
Charter Oak Capital Management
New Hampshire
$1.45M