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iShares 1-3 Year Treasury Bond ETF

1,140 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 430 increasing their positions, 443 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 99

3% less funds holding

Funds holding: 1,1741,140 (-34)

11% less funds holding in top 10

Funds holding in top 10: 8172 (-9)

Holders
1,140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.1M
Puts
$17.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
826
Icon Wealth Advisors
Texas
$385K
RCA
827
Resonant Capital Advisors
Wisconsin
$385K
MWM
828
Mission Wealth Management
California
$383K
DCM
829
Dimension Capital Management
Florida
$380K
JPLA
830
Joseph P. Lucia & Associates
New York
$376K
WPWM
831
Windward Private Wealth Management
Kansas
$374K
NG
832
Novem Group
New York
$370K
SAM
833
Secure Asset Management
Michigan
$366K
BF
834
BOK Financial
Oklahoma
$366K
CFA
835
Cahill Financial Advisors
Minnesota
$363K
TFM
836
Trademark Financial Management
Minnesota
$358K
SWM
837
Stapp Wealth Management
Washington
$355K
CAG
838
Csenge Advisory Group
Florida
$353K
TWCA
839
Two West Capital Advisors
Kansas
$351K
WDC
840
Woodward Diversified Capital
California
$351K
YWS
841
Yarger Wealth Strategies
Ohio
$350K
MGIA
842
Moneta Group Investment Advisors
Missouri
$350K
PPW
843
Pasadena Private Wealth
California
$350K
HCM
844
Hilton Capital Management
New York
$350K
PF
845
Phoenix Financial
Israel
$349K
AWE
846
Avidian Wealth Enterprises
Texas
$348K
TC
847
TownSquare Capital
Utah
$348K
TWM
848
TCFG Wealth Management
California
$347K
ANTB
849
AMG National Trust Bank
Colorado
$344K
GSWM
850
Golden State Wealth Management
California
$344K