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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
CG
701
Caprock Group
Idaho
$712K +$829 +10 +0.1%
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$712K -$6.63K -80 -0.9%
Koshinski Asset Management
703
Koshinski Asset Management
Illinois
$710K -$50.5K -609 -7%
CRA
704
Clear Retirement Advice
California
$710K +$711K +8,581 New
GPA
705
Garrison Point Advisors
California
$709K +$13.7K +165 +2%
WMA
706
West Michigan Advisors
Michigan
$707K -$44.7K -539 -6%
AP
707
Americana Partners
Texas
$702K +$30.6K +369 +5%
SFS
708
Sowell Financial Services
Arkansas
$701K +$267K +3,222 +61%
AWMG
709
Alliance Wealth Management Group
New Jersey
$700K +$53.2K +642 +8%
FNB
710
Farmers National Bank
Kentucky
$700K +$14K +169 +2%
SW
711
SkyOak Wealth
Michigan
$695K +$71K +856 +11%
MA
712
Mezzasalma Advisors
New Jersey
$690K +$47.7K +576 +7%
SC
713
Sierra Capital
Florida
$688K
OLA
714
Oliver Luxxe Assets
New Jersey
$687K -$330K -3,983 -32%
MIFH
715
Migdal Insurance & Financial Holdings
Israel
$680K +$89.8K +1,083 +15%
BC
716
Barrett & Company
Rhode Island
$679K
PCG
717
Prosperity Consulting Group
Maryland
$679K +$146K +1,763 +27%
DCM
718
Discovery Capital Management
Connecticut
$676K +$676K +8,157 New
VFA
719
Valeo Financial Advisors
Indiana
$670K +$13.5K +163 +2%
ClearBridge Investments
720
ClearBridge Investments
New York
$670K -$45.4K -548 -6%
GEA
721
Glen Eagle Advisors
New Jersey
$670K -$246K -2,967 -27%
CIAS
722
Capital Investment Advisory Services
North Carolina
$664K -$13.9K -168 -2%
RIS
723
Retirement Income Solutions
Michigan
$662K -$86.2K -1,040 -12%
LHP
724
Lexington Hill Partners
Texas
$662K +$663K +7,995 New
TA
725
TFB Advisors
Kansas
$659K -$23.4K -282 -3%