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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
SWM
551
Stronghold Wealth Management
Florida
$1.35M +$1.35M +16,297 New
BEI
552
Benjamin Edwards Inc
Missouri
$1.35M +$282K +3,397 +26%
RI
553
Ruggiero Investments
Florida
$1.34M +$1.35M +16,226 New
OCBCO
554
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.34M -$164K -1,980 -11%
BAM
555
Belpointe Asset Management
Nevada
$1.34M -$102K -1,231 -7%
WPA
556
West Paces Advisors
Georgia
$1.34M -$1.12M -13,561 -46%
RT
557
Rockland Trust
Massachusetts
$1.34M -$1.61M -19,383 -55%
Deutsche Bank
558
Deutsche Bank
Germany
$1.33M -$912 -11 -0.1%
PTP
559
Platform Technology Partners
New York
$1.33M -$269K -3,240 -17%
BA
560
Brightwater Advisory
Florida
$1.32M +$3.98K +48 +0.3%
NL
561
NDWM LLC
California
$1.31M -$11.9K -143 -0.9%
EPAM
562
Evelyn Partners Asset Management
$1.31M +$162K +1,955 +14%
CPC
563
Cadia Private Client
New Jersey
$1.3M +$1.3M +15,719 New
SJIC
564
St. James Investment Company
Texas
$1.3M +$24.9K +300 +2%
CBT
565
Crews Bank & Trust
Florida
$1.29M -$23.2K -280 -2%
CBA
566
Coastal Bridge Advisors
Connecticut
$1.29M +$33.2K +401 +3%
IWN
567
Independent Wealth Network
Iowa
$1.29M -$5.47K -66 -0.4%
G
568
GenTrust
Florida
$1.29M
RK
569
Rather & Kittrell
Tennessee
$1.28M +$22.7K +274 +2%
PPF
570
Pacific Park Financial
California
$1.26M +$1.26M +15,260 New
MWM
571
Meridian Wealth Management
Kentucky
$1.26M -$82.3K -993 -6%
BFA
572
Benedict Financial Advisors
Georgia
$1.25M -$16.7K -202 -1%
BEC
573
Blue Edge Capital
Virginia
$1.25M +$810K +9,767 +185%
Luther King Capital Management (LKCM)
574
Luther King Capital Management (LKCM)
Texas
$1.24M
MAM
575
Mullooly Asset Management
New Jersey
$1.23M +$148K +1,791 +14%