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iShares 1-3 Year Treasury Bond ETF

1,168 hedge funds and large institutions have $18.3B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 467 increasing their positions, 419 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 7272 (0)

2.78% less ownership

Funds ownership: 81.2%78.43% (-2.8%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.21B)

Holders
1,168
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
$38.8M
Puts
$31.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Strategy Asset Managers
California
$417K
WFA
827
Wellspring Financial Advisors
Ohio
$417K
AT
828
American Trust
Kentucky
$417K
PA
829
Pinnacle Associates
New York
$415K
BWAM
830
Boyd Watterson Asset Management
Ohio
$414K
FPCG
831
Forum Private Client Group
Indiana
$414K
NWM
832
Northcape Wealth Management
New York
$413K
WT
833
Whittier Trust
California
$412K
PFM
834
Phillips Financial Management
Indiana
$411K
LDB
835
Lee, Danner & Bass
Tennessee
$411K
PEWA
836
Pacific Excel Wealth Advisors
California
$405K
HFS
837
Howard Financial Services
Texas
$404K
IJWM
838
Inman Jager Wealth Management
Mississippi
$403K
GFG
839
Goldstone Financial Group
Illinois
$403K
CT
840
Clearstead Trust
Maine
$399K
TWCA
841
Two West Capital Advisors
Kansas
$398K
SLG
842
Stanley-Laman Group
Pennsylvania
$397K
WSCM
843
Wellington Shields Capital Management
New York
$395K
SAM
844
Synergy Asset Management
Washington
$395K
AWAG
845
ARS Wealth Advisors Group
Florida
$395K
LCWP
846
Legacy Capital Wealth Partners
Arkansas
$393K
EFG
847
Ethos Financial Group
Pennsylvania
$392K
WC
848
Whitney & Co
New York
$391K
CST
849
Charles Schwab Trust
Nevada
$389K
IIM
850
IFC & Insurance Marketing
California
$389K