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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$325M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$227M
3
MMA
Mizuho Markets Americas
New York
+$186M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
5
AG
AIA Group
Hong Kong
+$61M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$237M
2
Charles Schwab
Charles Schwab
California
-$121M
3
AP
Advisors Preferred
Maryland
-$102M
4
Raymond James Financial
Raymond James Financial
Florida
-$72.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
751
Potomac Fund Management
Florida
$543K -$263K -3,183 -33%
QWM
752
Quadcap Wealth Management
Texas
$541K +$541K +6,534 New
RMAM
753
Raab & Moskowitz Asset Management
New Jersey
$538K – – –
PCS
754
Private Client Services
Kentucky
$536K +$536K +6,469 New
BMCM
755
Bryn Mawr Capital Management
Pennsylvania
$536K +$17.6K +213 +3%
CA
756
Clune & Associates
Illinois
$534K +$5.22K +63 +1%
BPW
757
Bingham Private Wealth
California
$524K +$1.91K +23 +0.4%
MWM
758
Mattern Wealth Management
Kansas
$522K – – –
TWM
759
TCFG Wealth Management
California
$521K +$166K +1,999 +47%
VIS
760
Vega Investment Solutions
France
$518K – – –
CAAS
761
Capital Asset Advisory Services
Michigan
$515K +$19.8K +240 +4%
FWM
762
Fonville Wealth Management
Virginia
$514K +$172K +2,075 +50%
AWAG
763
ARS Wealth Advisors Group
Florida
$512K -$34.1K -412 -6%
Neuberger Berman Group
764
Neuberger Berman Group
New York
$511K -$28.2K -340 -5%
BFA
765
Beacon Financial Advisory
Ohio
$510K +$235K +2,832 +85%
BHPW
766
Beverly Hills Private Wealth
California
$510K – – –
RB
767
Renasant Bank
Mississippi
$508K -$63.9K -771 -11%
PCA
768
Peddock Capital Advisors
Massachusetts
$502K +$134K +1,614 +36%
ADBIC
769
A.D. Beadell Investment Counsel
Wisconsin
$502K +$44.9K +543 +10%
OWP
770
Obermeyer Wealth Partners
Colorado
$502K +$502K +6,058 New
MA
771
MAS Advisors
Florida
$502K +$502K +6,055 New
ESBC
772
E.S. Barr & Co
Kentucky
$499K -$62.1K -750 -11%
WAM
773
WNY Asset Management
New York
$499K +$19K +229 +4%
CIA
774
Cape Investment Advisory
Georgia
$493K -$15.6K -188 -3%
MA
775
MONECO Advisors
Connecticut
$492K -$59.7K -720 -11%
29 30
31
32 33