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iShares 1-3 Year Treasury Bond ETF

1,166 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 113 funds opening new positions, 461 increasing their positions, 438 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 8080 (0)

0.29% less ownership

Funds ownership: 79.08%78.79% (-0.29%)

38% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.45M

Holders
1,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
80
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$3.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
751
Purus Wealth Management
California
$552K
ACG
752
Allen Capital Group
Nebraska
$552K
HFS
753
Howard Financial Services
Texas
$551K
Invesco
754
Invesco
Georgia
$549K
LOPW
755
Live Oak Private Wealth
North Carolina
$548K
SWP
756
Sagespring Wealth Partners
Tennessee
$545K
PFM
757
Potomac Fund Management
Florida
$543K
QWM
758
Quadcap Wealth Management
Texas
$541K
RMAM
759
Raab & Moskowitz Asset Management
New Jersey
$538K
PCS
760
Private Client Services
Kentucky
$536K
BMCM
761
Bryn Mawr Capital Management
Pennsylvania
$536K
CA
762
Clune & Associates
Illinois
$534K
BPW
763
Bingham Private Wealth
California
$524K
MWM
764
Mattern Wealth Management
Kansas
$522K
TWM
765
TCFG Wealth Management
California
$521K
VIS
766
Vega Investment Solutions
France
$518K
CAAS
767
Capital Asset Advisory Services
Michigan
$515K
FWM
768
Fonville Wealth Management
Virginia
$514K
AWAG
769
ARS Wealth Advisors Group
Florida
$512K
Neuberger Berman Group
770
Neuberger Berman Group
New York
$511K
BFA
771
Beacon Financial Advisory
Ohio
$510K
BHPW
772
Beverly Hills Private Wealth
California
$510K
RB
773
Renasant Bank
Mississippi
$508K
PCA
774
Peddock Capital Advisors
Massachusetts
$502K
ADBIC
775
A.D. Beadell Investment Counsel
Wisconsin
$502K