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iShares 1-3 Year Treasury Bond ETF

1,184 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 130 funds opening new positions, 472 increasing their positions, 421 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)

3.13% less ownership

Funds ownership: 81.2%78.07% (-3.1%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.14B)

Holders
1,184
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

Top Sellers

1 -$582M
2 -$521M
3 -$295M
4
MMA
Mizuho Markets Americas
New York
-$273M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$95.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
651
Merited Wealth
Florida
$829K
SFC
652
Strategic Financial Concepts
Texas
$827K
XPN
653
XY Planning Network
Montana
$823K
AIM
654
Acropolis Investment Management
Missouri
$821K
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$821K
RFP
656
Root Financial Partners
California
$818K
OWP
657
Obermeyer Wealth Partners
Colorado
$810K
VWM
658
Vigilare Wealth Management
Arizona
$810K
AFO
659
Arrowroot Family Office
California
$809K
AWMM
660
Aegis Wealth Management (Maryland)
Maryland
$801K
ANB
661
Amarillo National Bank
Texas
$801K
OA
662
Oak Associates
Ohio
$796K
IA
663
Invested Advisors
Pennsylvania
$794K
CAG
664
Crestwood Advisors Group
Massachusetts
$792K
KF
665
Krilogy Financial
Missouri
$789K
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$786K
BFA
667
Bright Financial Advisors
Michigan
$779K
CIA
668
Choate Investment Advisors
Massachusetts
$776K
LKBC
669
L.K. Benson & Company
Maryland
$774K
ACM
670
Allred Capital Management
Texas
$765K
TCM
671
Traynor Capital Management
Pennsylvania
$762K
AWP
672
Axis Wealth Partners
Rhode Island
$760K
FFA
673
First Foundation Advisors
California
$760K
CAG
674
Cypress Advisory Group
Arizona
$758K
AA
675
Alesco Advisors
New York
$756K