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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
MA
526
Maxele Advisors
Missouri
$1.56M -$2.82K -34 -0.2%
FA
527
Freestate Advisors
Kansas
$1.53M -$30.9K -373 -2%
WANY
528
Wealthspire Advisors (New York)
New York
$1.52M -$1.57M -18,938 -51%
KWMG
529
King Wealth Management Group
Florida
$1.52M -$26.3K -317 -2%
TA
530
Tactive Advisors
Florida
$1.5M -$52.3K -631 -3%
Lazard Asset Management
531
Lazard Asset Management
New York
$1.48M -$23.7K -286 -2%
WCM
532
WLTH Capital Management
Arizona
$1.48M +$1.48M +17,804 New
AQR Capital Management
533
AQR Capital Management
Connecticut
$1.48M +$1.48M +17,813 New
GWM
534
Geneos Wealth Management
Colorado
$1.46M -$85K -1,025 -6%
IRP
535
Investment Research Partners
Pennsylvania
$1.45M +$114K +1,379 +9%
COCM
536
Charter Oak Capital Management
New Hampshire
$1.45M -$860K -10,369 -37%
RVM
537
Robinson Value Management
Texas
$1.45M +$9.37K +113 +0.7%
HKIMG
538
Hutchens & Kramer Investment Management Group
Indiana
$1.43M +$103K +1,248 +8%
Squarepoint
539
Squarepoint
New York
$1.43M +$573K +6,912 +66%
SAI
540
Savvy Advisors Inc
New York
$1.43M +$1.43M +17,267 New
MYIA
541
Mount Yale Investment Advisors
Colorado
$1.41M +$130K +1,569 +10%
Bessemer Group
542
Bessemer Group
New Jersey
$1.4M +$438K +5,280 +45%
BCM
543
Bienville Capital Management
New York
$1.39M +$1.39M +16,805 New
MAM
544
Markin Asset Management
New York
$1.39M +$1.39M +16,787 New
HNWA
545
Henrickson Nauta Wealth Advisors
Michigan
$1.39M +$695K +8,383 +100%
GI
546
GLOBALT Investments
Georgia
$1.39M -$17K -205 -1%
EW
547
Element Wealth
Mississippi
$1.37M +$133K +1,605 +11%
CWM
548
Chemistry Wealth Management
New York
$1.37M -$6.47K -78 -0.5%
SS
549
SBI Securities
Japan
$1.37M +$426K +5,143 +45%
LWPC
550
Legacy Wealth Partners (Colorado)
Colorado
$1.36M +$1.37M +16,477 New