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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 %
LMKC
701
L.M. Kohn & Company
Ohio
$643K +$216K +2,609 +51%
AIA
702
Alternative Investment Advisors
Florida
$639K -$57.5K -695 -8%
LIG
703
Lokken Investment Group
Delaware
$638K +$74.9K +905 +13%
NP
704
NorthRock Partners
Minnesota
$637K -$521K -6,303 -45%
KCPT
705
Kingstone Capital Partners Texas
Texas
$636K -$72.6K -877 -10%
FMI
706
F/M Investments
District of Columbia
$630K -$9.93K -120 -2%
IF
707
Intrua Financial
Texas
$628K -$750K -9,066 -54%
NC
708
North Capital
Utah
$626K +$626K +7,564 New
WMA
709
West Michigan Advisors
Michigan
$624K -$24.7K -299 -4%
SW
710
SkyOak Wealth
Michigan
$623K – – –
Squarepoint
711
Squarepoint
New York
$619K +$619K +7,481 New
AL
712
Aspiriant LLC
California
$618K +$117K +1,418 +23%
JE
713
JMAC Enterprises
Pennsylvania
$617K -$1.97M -23,844 -76%
DG
714
DMC Group
Alabama
$614K +$10.1K +122 +2%
MA
715
Mezzasalma Advisors
New Jersey
$611K +$611K +7,383 New
GSWA
716
Good Steward Wealth Advisors
Tennessee
$611K +$611K +7,380 New
RB
717
Rodgers Brothers
Pennsylvania
$596K -$207K -2,500 -26%
SWA
718
Sax Wealth Advisors
New Jersey
$593K +$159K +1,918 +37%
RWA
719
Redhawk Wealth Advisors
Minnesota
$585K -$1.66K -20 -0.3%
SFI
720
SPC Financial Inc
Maryland
$583K +$56K +677 +11%
DCM
721
Discovery Capital Management
Connecticut
$582K +$330K +3,985 +131%
Invesco
722
Invesco
Georgia
$579K +$11K +133 +2%
ACI
723
Alpha Cubed Investments
California
$579K +$579K +6,995 New
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$579K +7,000 New
EW
725
Elyxium Wealth
California
$577K -$18.8K -227 -3%
27 28
29
30 31