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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 429 increasing their positions, 463 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-8
Holders Change %
-0.69%
% of All Funds
15.58%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.09%
New
99
Increased
429
Reduced
463
Closed
77
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$84.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$83.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$40.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$276M
2
EP
Essential Planning
New Hampshire
-$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
AssetMark Inc
AssetMark Inc
California
-$74.1M
5
Morgan Stanley
Morgan Stanley
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
601
ClientFirst Wealth Management
Arkansas
$956K – – –
ACM
602
Allred Capital Management
Texas
$954K +$130K +1,568 +16%
IAIM
603
International Assets Investment Management
Florida
$947K -$79.6K -962 -8%
SAM
604
Synergy Asset Management
Washington
$947K +$549K +6,638 +138%
BWM
605
Biltmore Wealth Management
Arizona
$939K -$662 -8 -0.1%
WAS
606
Wealth Advisory Solutions
Indiana
$934K -$43.3K -523 -4%
CCA
607
Clearwater Capital Advisors
Illinois
$931K -$13.7K -165 -1%
MAG
608
M3 Advisory Group
Massachusetts
$931K – – –
WCG
609
Weaver Consulting Group
California
$925K -$41.8K -505 -4%
EBT
610
Enterprise Bank & Trust
Massachusetts
$924K – – –
AR
611
Advisory Research
Illinois
$924K -$29.4K -355 -3%
ZF
612
Zhang Financial
Michigan
$924K -$127K -1,535 -12%
WIC
613
Whitegate Investment Counselors
New Hampshire
$922K -$167K -2,014 -15%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$4.14K -50 -0.4%
MCM
615
Mattern Capital Management
Colorado
$921K +$288K +3,482 +45%
FFG
616
Foundry Financial Group
New Hampshire
$917K -$43.1K -521 -4%
RFP
617
Root Financial Partners
California
$899K +$63.5K +767 +8%
CIA
618
Compass Ion Advisors
Pennsylvania
$899K +$4.63K +56 +0.5%
VFPW
619
Vantage Financial Partners (Wisconsin)
Wisconsin
$892K -$1.46M -17,661 -62%
FWIA
620
Fort Washington Investment Advisors
Ohio
$891K – – –
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$889K +$79.7K +963 +10%
SAM
622
Strategy Asset Managers
California
$885K -$183K -2,209 -17%
AIM
623
Alhambra Investment Management
Florida
$884K -$1.57K -19 -0.2%
PTC
624
Private Trust Company
Ohio
$883K +$156K +1,887 +21%
GEA
625
Glen Eagle Advisors
New Jersey
$877K -$17.2K -208 -2%
23 24
25
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