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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 %
WSCM
826
Wellington Shields Capital Management
New York
$395K – – –
HWP
827
Heritage Wealth Partners
Ohio
$394K – – –
TIA
828
Tiemann Investment Advisors
California
$393K +$82.7K +1,000 +27%
OA
829
Oxbow Advisors
Texas
$388K -$249K -3,007 -39%
QP
830
Quartz Partners
New York
$387K – – –
BRG
831
Bay Rivers Group
Virginia
$386K -$203K -2,457 -35%
WPWM
832
Windward Private Wealth Management
Kansas
$386K – – –
RCA
833
Resonant Capital Advisors
Wisconsin
$383K -$29.1K -352 -7%
IFA
834
Interactive Financial Advisors
Illinois
$381K -$5.38K -65 -1%
AMG
835
Asset Management Group
Connecticut
$380K +$2.4K +29 +0.6%
PA
836
Pinnacle Associates
New York
$380K -$106K -1,283 -22%
DCM
837
Dimension Capital Management
Florida
$379K – – –
UCB
838
United Community Bank
South Carolina
$377K – – –
SWP
839
Summit Wealth Partners
Florida
$375K +$375K +4,537 New
SAM
840
Secure Asset Management
Michigan
$372K -$222K -2,680 -37%
TW
841
Trajan Wealth
Arizona
$370K -$9.46M -114,324 -96%
TWCA
842
Two West Capital Advisors
Kansas
$369K -$286K -3,469 -44%
PCA
843
Peddock Capital Advisors
Massachusetts
$368K +$2.07K +25 +0.6%
MWA
844
MN Wealth Advisors
Kansas
$367K +$2.32K +28 +0.6%
SAA
845
Southeast Asset Advisors
Georgia
$366K – – –
USCWA
846
U.S. Capital Wealth Advisors
Texas
$365K -$28.6K -346 -7%
BF
847
BOK Financial
Oklahoma
$365K -$14.1K -171 -4%
CM
848
Columbus Macro
Pennsylvania
$361K +$6.78K +82 +2%
HCM
849
Hilton Capital Management
New York
$359K – – –
RPGK
850
Retirement Planning Group (Kansas)
Kansas
$356K +$1.57K +19 +0.4%
32 33
34
35 36