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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 %
RWA
776
Roberts Wealth Advisors
California
$471K -$26.8K -324 -5%
CCP
777
Clarity Capital Partners
California
$470K -$103K -1,241 -18%
1WA
778
180 Wealth Advisors
Washington
$467K -$56.6K -684 -11%
CFO
779
CVA Family Office
Colorado
$465K – – –
RBFC
780
Roman Butler Fullerton & Co
Missouri
$465K +$465K +5,627 New
DWP
781
Daymark Wealth Partners
Ohio
$462K -$7.36K -89 -2%
LA
782
Lifeworks Advisors
Michigan
$461K -$72.8K -880 -14%
BTD
783
BankPlus Trust Department
Mississippi
$459K +$285K +3,445 +164%
AWMG
784
Alliance Wealth Management Group
New Jersey
$457K +$13.5K +163 +3%
ADBIC
785
A.D. Beadell Investment Counsel
Wisconsin
$457K +$10.5K +127 +2%
DPI
786
Diversified Portfolios Inc
Michigan
$454K -$48.6K -587 -10%
OIA
787
Optimum Investment Advisors
Illinois
$453K +$205K +2,480 +83%
MIFH
788
Migdal Insurance & Financial Holdings
Israel
$453K +$92.7K +1,121 +26%
BPC
789
Banque Pictet & Cie
Switzerland
$452K – – –
1IA
790
1620 Investment Advisors
Massachusetts
$449K – – –
PA
791
Probity Advisors
Texas
$445K -$724K -8,756 -62%
TCM
792
Twele Capital Management
Minnesota
$441K +$3.31K +40 +0.8%
AWS
793
Arkfeld Wealth Strategies
Nebraska
$441K +$1.65K +20 +0.4%
CT
794
Clearstead Trust
Maine
$441K +$18.4K +223 +4%
OBWG
795
Onyx Bridge Wealth Group
New York
$438K -$38.1K -461 -8%
FIM
796
Freedom Investment Management
Connecticut
$438K -$66K -798 -13%
GC
797
Guidance Capital
Kentucky
$438K -$43.3K -525 -9%
LDB
798
Lee, Danner & Bass
Tennessee
$431K -$62K -750 -13%
BWM
799
Brickley Wealth Management
California
$431K – – –
AWM
800
Ameliora Wealth Management
Switzerland
$429K -$39.5K -477 -8%
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