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iShares 1-3 Year Treasury Bond ETF

1,156 hedge funds and large institutions have $18.7B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 459 increasing their positions, 435 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,156
Holders Change
+9
Holders Change %
+0.78%
% of All Funds
15.49%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
1.06%
New
110
Increased
459
Reduced
435
Closed
83
Calls
$2.15M
Puts
$3.45M
Net Calls
-$1.3M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
701
Mission Wealth Management
California
$639K -$201K -2,422 -24%
HOWA
702
Heritage Oak Wealth Advisors
Florida
$638K +$638K +7,702 New
BFA
703
Bragg Financial Advisors
North Carolina
$634K +$398K +4,800 +168%
DG
704
DMC Group
Alabama
$630K +$15.6K +188 +3%
PTC
705
Private Trust Company
Ohio
$630K -$255K -3,075 -29%
CT
706
Clearstead Trust
Maine
$628K +$186K +2,246 +42%
OC
707
Optima Capital
Oregon
$627K +$627K +7,567 New
NC
708
North Capital
Utah
$627K
SW
709
SkyOak Wealth
Michigan
$624K
WCG
710
Weaver Consulting Group
California
$623K -$303K -3,656 -33%
FMI
711
F/M Investments
District of Columbia
$621K
AFO
712
Arrowroot Family Office
California
$619K +$619K +7,470 New
PWMG
713
Pinnacle Wealth Management Group
Michigan
$619K -$28.2K -340 -4%
PPC
714
Park Place Capital
Alabama
$616K -$76K -921 -11%
MA
715
Mezzasalma Advisors
New Jersey
$616K +$4.06K +49 +0.7%
NWM
716
Northwest Wealth Management
Iowa
$616K -$40K -483 -6%
FFA
717
Founders Financial Alliance
North Carolina
$615K -$75.2K -907 -11%
NP
718
NorthRock Partners
Minnesota
$603K -$35.5K -429 -6%
SCM
719
Stordahl Capital Management
Colorado
$603K -$154K -1,861 -20%
WMA
720
West Michigan Advisors
Michigan
$602K -$22.7K -274 -4%
XT
721
XTX Topco
Cayman Islands
$599K +$346K +4,175 +137%
RB
722
Rodgers Brothers
Pennsylvania
$597K
DAS
723
Diversify Advisory Services
Utah
$595K -$219K -2,652 -27%
AA
724
Alesco Advisors
New York
$595K -$98.6K -1,190 -14%
OCM
725
One Capital Management
California
$592K -$75K -905 -11%