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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 %
FGWP
651
Founders Grove Wealth Partners
Virginia
$797K -$203K -2,459 -20%
EAM
652
Evanson Asset Management
California
$790K +$3.97K +48 +0.5%
IC
653
Inscription Capital
Texas
$782K +$782K +9,557 New
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$781K +$46.1K +557 +6%
NSCM
655
New South Capital Management
Tennessee
$778K – – –
HNWA
656
Henrickson Nauta Wealth Advisors
Michigan
$772K -$12.9K -156 -2%
LTL
657
Lowery Thomas LLC
California
$768K +$459K +5,553 +149%
Vontobel Holding
658
Vontobel Holding
Switzerland
$766K -$1.53M -18,457 -67%
MFG
659
Merit Financial Group
Georgia
$764K -$18.3K -221 -2%
EP
660
Edgestream Partners
New Jersey
$758K -$1.8M -21,731 -70%
CVM
661
Cheviot Value Management
California
$756K +$756K +9,161 New
SCM
662
Stordahl Capital Management
Colorado
$756K +$54.5K +659 +8%
GM
663
GeoWealth Management
Illinois
$750K -$111K -1,342 -13%
GPA
664
Guerra Pan Advisors
New Jersey
$745K -$6.04K -73 -0.8%
NG
665
Norden Group
Utah
$742K -$277K -3,353 -27%
NCM
666
NCM Capital Management
New Jersey
$742K +$331 +4 +0%
HWM
667
HFG Wealth Management
Texas
$726K +$726K +8,853 New
SS
668
SBI Securities
Japan
$724K +$14.6K +177 +2%
OFS
669
OneAscent Financial Services
Alabama
$722K +$371K +4,482 +106%
AC
670
Addison Capital
Pennsylvania
$713K -$110K -1,332 -13%
AF
671
Apexium Financial
Texas
$709K -$2.48K -30 -0.3%
CG
672
Caprock Group
Idaho
$708K +$708K +8,554 New
RIS
673
Retirement Income Solutions
Michigan
$703K +$170K +2,060 +32%
FIM
674
FWL Investment Management
Texas
$701K +$54.6K +660 +8%
GF
675
Gries Financial
Ohio
$699K +$662 +8 +0.1%
25 26
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