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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 429 increasing their positions, 463 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-8
Holders Change %
-0.69%
% of All Funds
15.58%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.09%
New
99
Increased
429
Reduced
463
Closed
77
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$84.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$83.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$40.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$276M
2
EP
Essential Planning
New Hampshire
-$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
AssetMark Inc
AssetMark Inc
California
-$74.1M
5
Morgan Stanley
Morgan Stanley
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
501
Strategies Wealth Advisors
Michigan
$1.6M +$1.26M +15,252 +371%
TWM
502
TriaGen Wealth Management
California
$1.6M +$150K +1,819 +10%
WB
503
WesBanco Bank
West Virginia
$1.58M -$2.98M -36,030 -65%
Deutsche Bank
504
Deutsche Bank
Germany
$1.57M +$873K +10,547 +125%
OCBCO
505
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M – – –
G
506
GenTrust
Florida
$1.56M -$83 -1 -0%
TWP
507
Tower Wealth Partners
Pennsylvania
$1.55M +$30.5K +369 +2%
RWA
508
Rooted Wealth Advisors
Illinois
$1.55M -$27K -327 -2%
OP
509
ORG Partners
Indiana
$1.54M -$1.57M -18,999 -50%
FTS
510
Fifth Third Securities
Ohio
$1.54M +$994K +12,015 +182%
RC
511
Roundview Capital
New Jersey
$1.53M -$28.9K -349 -2%
HWM
512
HB Wealth Management
Georgia
$1.52M +$1.18M +14,297 +347%
NWWA
513
New Wave Wealth Advisors
Arkansas
$1.51M +$68.3K +826 +5%
FCI
514
Financial Counselors Inc
Kansas
$1.51M -$86.8K -1,049 -5%
RVM
515
Robinson Value Management
Texas
$1.5M +$10.6K +128 +0.7%
GS
516
GTS Securities
New York
$1.5M +$1.5M +18,143 New
CA
517
CoreCap Advisors
Michigan
$1.49M -$223K -2,691 -13%
HCM
518
Howard Capital Management
Georgia
$1.49M +$65.5K +792 +5%
NAM
519
NTV Asset Management
West Virginia
$1.49M -$74.3K -898 -5%
VC
520
Vicus Capital
Pennsylvania
$1.48M +$213K +2,575 +17%
IFO
521
Independent Family Office
New York
$1.48M -$271K -3,275 -15%
ACP
522
Argyle Capital Partners
California
$1.48M +$235K +2,846 +19%
LWAM
523
Legacy Wealth Asset Management
Minnesota
$1.47M -$55.8K -674 -4%
WP
524
WealthShield Partners
North Carolina
$1.45M +$33.1K +400 +2%
KFG
525
Kelly Financial Group
Connecticut
$1.42M -$639K -7,719 -31%
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