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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 141 funds opening new positions, 477 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 141 | 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: 1,1541,203 (+49)

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
+49
Holders Change %
+4.25%
% 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
141
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
TWP
826
Tyche Wealth Partners
Texas
$458K +$204K +2,458 +80%
CSC
827
Caldwell Sutter Capital
California
$457K +$12.5K +151 +3%
BWM
828
Brickley Wealth Management
California
$456K +$24.8K +299 +6%
PWC
829
Pathfinder Wealth Consulting
North Carolina
$454K +$455K +5,483 New
JIC
830
Joel Isaacson & Co
New York
$454K -$11.4K -138 -2%
LA
831
Lifeworks Advisors
Michigan
$449K -$8.12K -98 -2%
NG
832
Norden Group
Utah
$449K
NSIM
833
North Star Investment Management
Illinois
$447K +$104K +1,253 +30%
OFW
834
Omnia Family Wealth
Florida
$443K +$42.1K +508 +10%
MWM
835
Maridea Wealth Management
New York
$438K +$21.7K +262 +5%
MGIA
836
Moneta Group Investment Advisors
Missouri
$438K +$88K +1,062 +25%
TCM
837
Twele Capital Management
Minnesota
$437K +$25.4K +306 +6%
SIA
838
SkyView Investment Advisors
New Jersey
$437K -$1.5M -18,124 -77%
PCA
839
Prosperity Capital Advisors
Ohio
$433K -$609K -7,344 -58%
IWA
840
Icon Wealth Advisors
Texas
$431K +$46.5K +561 +12%
PP
841
Postrock Partners
Oregon
$430K
TIA
842
Tiemann Investment Advisors
California
$427K
SFP
843
Shepherd Financial Partners
Massachusetts
$424K -$829 -10 -0.2%
DC
844
DeDora Capital
California
$418K -$53K -639 -11%
SAM
845
Strategy Asset Managers
California
$417K +$2.15K +26 +0.5%
WFA
846
Wellspring Financial Advisors
Ohio
$417K +$10.1M +121,714 +579%
AT
847
American Trust
Kentucky
$417K -$51K -615 -11%
PA
848
Pinnacle Associates
New York
$415K +$29K +350 +8%
BWAM
849
Boyd Watterson Asset Management
Ohio
$414K
FPCG
850
Forum Private Client Group
Indiana
$414K -$79.4K -958 -16%