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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
WP
576
WealthShield Partners
North Carolina
$1.22M -$169K -2,034 -12%
OCM
577
Objective Capital Management
Ohio
$1.21M -$44.7K -539 -4%
WC
578
Waterloo Capital
Texas
$1.21M +$716K +8,636 +146%
MW
579
Marble Wealth
Alabama
$1.2M +$1.2M +14,523 New
FFG
580
Foundry Financial Group
New Hampshire
$1.19M +$218K +2,624 +22%
FMP
581
Financial Management Professionals
Texas
$1.17M -$85K -1,026 -7%
SAG
582
SageView Advisory Group
California
$1.16M -$124K -1,496 -10%
EAM
583
Evanson Asset Management
California
$1.16M +$104K +1,256 +10%
IFO
584
Independent Family Office
New York
$1.16M -$15.8K -190 -1%
PSCM
585
Per Stirling Capital Management
Texas
$1.15M -$306K -3,690 -21%
SW
586
SteelPeak Wealth
California
$1.15M +$918K +11,071 +399%
LBC
587
Leigh Baldwin & Co
New York
$1.14M +$76.7K +925 +7%
FTC
588
Farmers Trust Company
Ohio
$1.14M
EWM
589
Empirical Wealth Management
Washington
$1.14M -$75K -905 -6%
GP
590
Guardian Partners
Canada
$1.14M +$509K +6,142 +80%
PPW
591
Presilium Private Wealth
Pennsylvania
$1.14M -$1.59M -19,151 -58%
IF
592
Intrua Financial
Texas
$1.13M -$394K -4,751 -26%
IDBONY
593
Israel Discount Bank of New York
New York
$1.12M +$582K +7,016 +107%
CIC
594
Carnegie Investment Counsel
Ohio
$1.12M +$110K +1,325 +11%
VFS
595
Valpey Financial Services
New Hampshire
$1.11M +$109K +1,316 +11%
AGP
596
Aspire Growth Partners
Florida
$1.11M +$13.7K +165 +1%
SWM
597
Stapp Wealth Management
Washington
$1.1M +$748K +9,027 +211%
LTL
598
Lowery Thomas LLC
California
$1.1M +$118K +1,422 +12%
CPW
599
Cogent Private Wealth
Florida
$1.1M +$1.1M +13,246 New
VT
600
Vise Technologies
New York
$1.08M +$280K +3,377 +35%