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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 %
CCFM
751
Clear Creek Financial Management
Washington
$516K -$423K -5,114 -45%
MBT
752
Montecito Bank & Trust
California
$515K -$10.3K -125 -2%
BHPW
753
Beverly Hills Private Wealth
California
$509K -$4.96K -60 -1%
EGA
754
E&G Advisors
Texas
$509K – – –
CIA
755
Cape Investment Advisory
Georgia
$508K -$94.8K -1,146 -16%
DC
756
DeDora Capital
California
$506K -$27.5K -332 -5%
CST
757
Charles Schwab Trust
Nevada
$502K +$502K +6,068 New
FPCG
758
Forum Private Client Group
Indiana
$500K +$23.2K +280 +5%
ONB
759
Old National Bancorp
Indiana
$499K +$499K +6,035 New
WIC
760
Woodmont Investment Counsel
Tennessee
$497K – – –
SC
761
Summa Corp
Texas
$496K – – –
CAAS
762
Capital Asset Advisory Services
Michigan
$495K -$295K -3,575 -37%
KA
763
Kovack Advisors
Florida
$493K +$114K +1,381 +30%
BWCS
764
Beirne Wealth Consulting Services
Connecticut
$487K – – –
SF
765
Summit Financial
New Jersey
$487K +$160K +1,938 +49%
WA
766
Westfuller Advisors
New York
$486K -$5.54K -67 -1%
S
767
SimplyRich
California
$484K -$12.2K -148 -2%
TC
768
Trust Company
Kansas
$483K – – –
SFP
769
Shepherd Financial Partners
Massachusetts
$479K +$19.3K +233 +4%
WAM
770
WNY Asset Management
New York
$479K +$117K +1,410 +32%
CTWM
771
Cherry Tree Wealth Management
Minnesota
$479K – – –
HFW
772
Horizon Family Wealth
Illinois
$477K +$82.1K +993 +21%
GLA
773
Good Life Advisors
Pennsylvania
$473K -$3.72K -45 -0.8%
BCM
774
Buckhead Capital Management
Georgia
$472K +$472K +5,708 New
DWA
775
Dorsey Wright & Associates
California
$472K -$230K -2,783 -33%
29 30
31
32 33