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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
PWPS
676
Pinnacle Wealth Planning Services
Ohio
$786K +$4.14K +50 +0.5%
BFA
677
Bright Financial Advisors
Michigan
$779K -$34.9K -421 -4%
CIA
678
Choate Investment Advisors
Massachusetts
$776K +$777K +9,374 New
LKBC
679
L.K. Benson & Company
Maryland
$774K +$347K +4,187 +81%
SWP
680
Strategic Wealth Partners
Ohio
$768K +$21.3K +257 +3%
ACM
681
Allred Capital Management
Texas
$765K -$72K -869 -9%
TCM
682
Traynor Capital Management
Pennsylvania
$762K
AWP
683
Axis Wealth Partners
Rhode Island
$760K -$183K -2,209 -19%
FFA
684
First Foundation Advisors
California
$760K -$208K -2,507 -21%
CAG
685
Cypress Advisory Group
Arizona
$758K -$1.18M -14,230 -61%
AA
686
Alesco Advisors
New York
$756K +$153K +1,850 +25%
NSCM
687
New South Capital Management
Tennessee
$756K
BFG
688
Berger Financial Group
Minnesota
$754K +$81.4K +982 +12%
VC
689
Vicus Capital
Pennsylvania
$753K +$172K +2,073 +30%
TGAM
690
TBH Global Asset Management
Tennessee
$750K +$751K +9,055 New
SF
691
Summit Financial
New Jersey
$747K +$161K +1,937 +27%
PA
692
PFG Advisors
Arizona
$744K -$43.4K -524 -6%
DWM
693
Diversify Wealth Management
Utah
$741K -$13.9K -168 -2%
SC
694
Savant Capital
Illinois
$737K +$115K +1,386 +18%
AIM
695
Alhambra Investment Management
Florida
$723K -$2.98K -36 -0.4%
I
696
INVST
Indiana
$721K -$129K -1,560 -15%
CW
697
CreativeOne Wealth
Kansas
$720K +$80.2K +967 +13%
RWP
698
RWA Wealth Partners
Massachusetts
$717K +$718K +8,662 New
SEI Investments
699
SEI Investments
Pennsylvania
$716K +$455K +5,493 +174%
SWA
700
Strategies Wealth Advisors
Michigan
$712K -$698K -8,418 -49%