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iShares 1-3 Year Treasury Bond ETF

1,203 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: 1,1551,203 (+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
1,203
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
BRWA
501
B. Riley Wealth Advisors
Florida
$1.76M -$50.4K -608 -3%
EAM
502
Empirical Asset Management
Massachusetts
$1.75M -$1.37M -16,553 -44%
RSWM
503
Robertson Stephens Wealth Management
California
$1.74M -$358K -4,317 -17%
EL
504
EQ LLC
Washington
$1.74M +$795K +9,590 +84%
AWA
505
AGH Wealth Advisors
Kansas
$1.72M -$153K -1,844 -8%
TCA
506
Transcend Capital Advisors
New Jersey
$1.71M -$678K -8,184 -28%
PPA
507
Pacific Point Advisors
California
$1.7M +$320K +3,863 +23%
RC
508
Roundview Capital
New Jersey
$1.7M -$38K -459 -2%
PI
509
PFG Investments
New York
$1.7M -$137K -1,650 -7%
WHCFA
510
William Howard & Co Financial Advisors
Tennessee
$1.69M +$4.31K +52 +0.3%
VFA
511
Voya Financial Advisors
Connecticut
$1.69M -$202K -2,435 -11%
DR
512
Davis Rea
Ontario, Canada
$1.69M -$532K -6,415 -24%
FWM
513
Finer Wealth Management
Massachusetts
$1.68M +$1.69M +20,341 New
EA
514
Enclave Advisors
Texas
$1.66M -$3.36M -40,581 -67%
CC
515
Capital Counsel
New York
$1.64M +$549K +6,625 +50%
SIA
516
SeaBridge Investment Advisors
New Jersey
$1.63M -$16K -193 -1%
LPAM
517
Lodestar Private Asset Management
California
$1.63M +$32.2K +389 +2%
Invesco
518
Invesco
Georgia
$1.62M -$36.5K -440 -2%
LWAM
519
Legacy Wealth Asset Management
Minnesota
$1.62M +$107K +1,286 +7%
TCM
520
Towercrest Capital Management
Pennsylvania
$1.62M +$108K +1,297 +7%
GC
521
Guidance Capital
Kentucky
$1.62M +$1.02M +12,298 +170%
AWA
522
Acorn Wealth Advisors
Michigan
$1.61M -$81.9K -988 -5%
TPWA
523
TRUE Private Wealth Advisors
Oregon
$1.6M -$159K -1,913 -9%
MPIA
524
Milestones Private Investment Advisors
New York
$1.58M -$79.8K -963 -5%
CL
525
Choreo LLC
Illinois
$1.56M -$199K -2,396 -11%