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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
HWM
801
HFG Wealth Management
Texas
$502K -$369K -4,454 -42%
SI
802
Scharf Investments
California
$502K +$53.1K +640 +12%
PWA
803
PCG Wealth Advisors
Kansas
$502K +$97.2K +1,173 +24%
FWM
804
Fonville Wealth Management
Virginia
$501K -$15.9K -192 -3%
HFW
805
Horizon Family Wealth
Illinois
$494K +$13.8K +167 +3%
CFA
806
Cahill Financial Advisors
Minnesota
$493K +$131K +1,583 +36%
PPW
807
Pasadena Private Wealth
California
$491K +$141K +1,706 +40%
VFPW
808
Vantage Financial Partners (Wisconsin)
Wisconsin
$490K -$25K -301 -5%
RFA
809
Rollins Financial Advisors
New York
$488K +$229K +2,764 +88%
BWCS
810
Beirne Wealth Consulting Services
Connecticut
$487K
TAM
811
TCP Asset Management
Ohio
$484K +$75.5K +911 +18%
AIA
812
Alternative Investment Advisors
Florida
$484K -$43.3K -522 -8%
TC
813
Trust Company
Kansas
$484K
CTWM
814
Cherry Tree Wealth Management
Minnesota
$479K
ESBC
815
E.S. Barr & Co
Kentucky
$478K -$20.7K -250 -4%
BTD
816
BankPlus Trust Department
Mississippi
$478K +$17.9K +216 +4%
IPW
817
Impact Partnership Wealth
Georgia
$475K -$15.4K -186 -3%
GT
818
GreatBanc Trust
Illinois
$474K -$24.9K -300 -5%
WA
819
Westfuller Advisors
New York
$472K +$663 +8 +0.1%
BMCM
820
Bryn Mawr Capital Management
Pennsylvania
$467K +$10.4K +126 +2%
CFO
821
CVA Family Office
Colorado
$466K
PFM
822
Potomac Fund Management
Florida
$464K -$69.7K -841 -13%
S
823
SimplyRich
California
$462K -$10.3K -124 -2%
EC
824
EdgeRock Capital
Colorado
$461K +$179K +2,160 +63%
KFG
825
Kelly Financial Group
Connecticut
$460K -$36.6K -441 -7%