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iShares 1-3 Year Treasury Bond ETF

1,168 hedge funds and large institutions have $18.3B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 467 increasing their positions, 419 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 7272 (0)

2.78% less ownership

Funds ownership: 81.2%78.43% (-2.8%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.21B)

Holders
1,168
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
$38.8M
Puts
$31.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
601
AMG National Trust Bank
Colorado
$990K
CWM
602
Calamos Wealth Management
Illinois
$986K
LF
603
Lee Financial
Texas
$985K
CA
604
CoreCap Advisors
Michigan
$971K
CWM
605
ClientFirst Wealth Management
Arkansas
$968K
IA
606
IFG Advisory
Georgia
$961K
MP
607
McDonald Partners
Ohio
$955K
CCFM
608
Clear Creek Financial Management
Washington
$945K
FHA
609
Flagship Harbor Advisors
Massachusetts
$943K
ZF
610
Zhang Financial
Michigan
$942K
MAG
611
M3 Advisory Group
Massachusetts
$942K
AWA
612
Arete Wealth Advisors
Illinois
$941K
MSWA
613
Marshall & Sterling Wealth Advisors
New York
$934K
MWM
614
Modera Wealth Management
New Jersey
$932K
SWM
615
Shepherd Wealth Management
Ohio
$929K
FCP
616
Fidelis Capital Partners
Florida
$929K
AR
617
Advisory Research
Illinois
$924K
CIA
618
Compass Ion Advisors
Pennsylvania
$923K
RFN
619
RDA Financial Network
Iowa
$921K
WAS
620
Wealth Advisory Solutions
Indiana
$921K
SSA
621
SSA Swiss Advisors
$918K
KA
622
Kovack Advisors
Florida
$917K
WWA
623
WCG Wealth Advisors
Nevada
$917K
TWM
624
Trevian Wealth Management
Massachusetts
$915K
OP
625
ORG Partners
Indiana
$912K