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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
MPW
726
MASECO Private Wealth
$656K +$657K +7,922 New
FWM
727
FLP Wealth Management
Arkansas
$655K +$23K +277 +4%
SPAS
728
Spectrum Planning & Advisory Services
California
$655K +$655K +7,903 New
SCM
729
Spreng Capital Management
Ohio
$648K -$70.5K -850 -10%
LNWTC
730
Laird Norton Wetherby Trust Company
Washington
$641K +$642K +7,740 New
FMI
731
F/M Investments
District of Columbia
$640K
SCM
732
Stordahl Capital Management
Colorado
$640K -$38.1K -460 -6%
BDFN
733
Bond & Devick Financial Network
Minnesota
$638K +$131K +1,581 +26%
KA
734
KDT Advisors
New York
$636K -$190K -2,295 -23%
WWM
735
Western Wealth Management
Colorado
$631K +$632K +7,622 New
AA
736
Auxano Advisors
Washington
$631K -$48.7K -588 -7%
PWM
737
Palumbo Wealth Management
New York
$629K -$9.5M -114,656 -94%
PWM
738
Purus Wealth Management
California
$625K +$580 +7 +0.1%
AC
739
AlphaCore Capital
California
$623K +$597K +7,200 +2,209%
Millennium Management
740
Millennium Management
New York
$622K -$3.61M -43,493 -85%
SAMC
741
Spectrum Asset Management (California)
California
$621K +$622K +7,500 New
WA
742
Waystone Advisors
Washington
$620K +$621K +7,489 New
NC
743
North Capital
Utah
$620K -$83 -1 -0%
CP
744
Canopy Partners
Ohio
$618K +$84.4K +1,018 +16%
ACIM
745
Azimuth Capital Investment Management
Michigan
$612K +$31.9K +385 +5%
FA
746
Fiducient Advisors
Illinois
$611K -$17.6K -212 -3%
TWM
747
Tanglewood Wealth Management
Texas
$611K +$209K +2,519 +52%
BW
748
Blalock Williams
Alabama
$610K +$31.7K +382 +5%
CA
749
Calton & Associates
Florida
$607K +$45.6K +550 +8%
BEAM
750
Baker Ellis Asset Management
Washington
$607K +$16.6K +200 +3%