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iShares 1-3 Year Treasury Bond ETF

1,154 hedge funds and large institutions have $18.6B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 459 increasing their positions, 435 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+7
Holders Change %
+0.61%
% of All Funds
15.47%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.05%
New
108
Increased
459
Reduced
435
Closed
83
Calls
$2.15M
Puts
$3.45M
Net Calls
-$1.3M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
BSG
826
Black Swift Group
Colorado
$410K +$410K +4,950 New
TAM
827
TCP Asset Management
Ohio
$409K +$331 +4 +0.1%
BDFN
828
Bond & Devick Financial Network
Minnesota
$407K
IJWM
829
Inman Jager Wealth Management
Mississippi
$404K
CSC
830
Caldwell Sutter Capital
California
$402K +$6.22K +75 +2%
TWM
831
Tanglewood Wealth Management
Texas
$402K
BFA
832
Beaumont Financial Advisors
Massachusetts
$402K +$148K +1,785 +58%
LCWP
833
Legacy Capital Wealth Partners
Arkansas
$400K -$16.2K -196 -4%
CVM
834
Cheviot Value Management
California
$399K -$358K -4,330 -47%
LWL
835
Leo Wealth LLC
Texas
$398K +$118K +1,429 +42%
WIC
836
Woodmont Investment Counsel
Tennessee
$397K -$101K -1,214 -20%
WSCM
837
Wellington Shields Capital Management
New York
$396K
TA
838
TrueWealth Advisors
Alabama
$388K +$388K +4,686 New
QP
839
Quartz Partners
New York
$387K
CST
840
Charles Schwab Trust
Nevada
$385K -$118K -1,421 -23%
IWA
841
Icon Wealth Advisors
Texas
$385K +$33.1K +399 +9%
AMG
842
Asset Management Group
Connecticut
$385K +$3.65K +44 +1%
RCA
843
Resonant Capital Advisors
Wisconsin
$384K
PA
844
Pinnacle Associates
New York
$384K +$2.9K +35 +0.8%
BI
845
Ballast Inc
Kentucky
$384K -$12.4M -149,569 -97%
JPLA
846
Joseph P. Lucia & Associates
New York
$384K -$31K -374 -7%
WPWM
847
Windward Private Wealth Management
Kansas
$383K -$2.82K -34 -0.7%
DCM
848
Dimension Capital Management
Florida
$380K
VAS
849
Vestmark Advisory Solutions
Massachusetts
$377K +$377K +4,549 New
FA
850
Fiduciary Alliance
South Carolina
$377K -$177K -2,132 -32%