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iShares 1-3 Year Treasury Bond ETF

1,140 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 430 increasing their positions, 443 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 99

3% less funds holding

Funds holding: 1,1741,140 (-34)

11% less funds holding in top 10

Funds holding in top 10: 8172 (-9)

Holders
1,140
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
$20.1M
Puts
$17.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
501
Freestate Advisors
Kansas
$1.56M
MA
502
Maxele Advisors
Missouri
$1.56M
TA
503
Tactive Advisors
Florida
$1.56M
SWM
504
SpringVest Wealth Management
Texas
$1.55M
KWMG
505
King Wealth Management Group
Florida
$1.55M
GWM
506
Geneos Wealth Management
Colorado
$1.55M
SPWM
507
Spartan Planning & Wealth Management
North Carolina
$1.53M
CFB
508
Cullen/Frost Bankers
Texas
$1.53M
IF
509
Intrua Financial
Texas
$1.53M
LWAM
510
Legacy Wealth Asset Management
Minnesota
$1.52M
TCM
511
Towercrest Capital Management
Pennsylvania
$1.52M
OCBCO
512
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.51M
Lazard Asset Management
513
Lazard Asset Management
New York
$1.51M
TC
514
Trilogy Capital
California
$1.48M
PSCM
515
Per Stirling Capital Management
Texas
$1.46M
BAM
516
Belpointe Asset Management
Nevada
$1.44M
RVM
517
Robinson Value Management
Texas
$1.44M
SWA
518
Strategies Wealth Advisors
Michigan
$1.41M
GI
519
GLOBALT Investments
Georgia
$1.41M
WP
520
WealthShield Partners
North Carolina
$1.39M
PPA
521
Pacific Point Advisors
California
$1.38M
JF
522
Jump Financial
Illinois
$1.38M
SW
523
Simplicity Wealth
New Jersey
$1.38M
CWM
524
Chemistry Wealth Management
New York
$1.38M
MWM
525
Meridian Wealth Management
Kentucky
$1.35M