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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
14.64%
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
NWM
851
Northcape Wealth Management
New York
$413K +$1.08K +13 +0.3%
WT
852
Whittier Trust
California
$412K
PFM
853
Phillips Financial Management
Indiana
$411K
LDB
854
Lee, Danner & Bass
Tennessee
$411K
PEWA
855
Pacific Excel Wealth Advisors
California
$405K +$405K +4,887 New
HFS
856
Howard Financial Services
Texas
$404K -$88.4K -1,066 -18%
IJWM
857
Inman Jager Wealth Management
Mississippi
$403K
GFG
858
Goldstone Financial Group
Illinois
$403K +$85.4K +1,030 +27%
CT
859
Clearstead Trust
Maine
$399K -$215K -2,598 -35%
TWCA
860
Two West Capital Advisors
Kansas
$398K +$47.6K +574 +14%
SLG
861
Stanley-Laman Group
Pennsylvania
$397K +$70.5K +851 +22%
WSCM
862
Wellington Shields Capital Management
New York
$395K
SAM
863
Synergy Asset Management
Washington
$395K -$2.03M -24,450 -84%
AWAG
864
ARS Wealth Advisors Group
Florida
$395K -$27.9K -337 -7%
LCWP
865
Legacy Capital Wealth Partners
Arkansas
$393K -$10.5K -127 -3%
EFG
866
Ethos Financial Group
Pennsylvania
$392K -$104K -1,258 -21%
WC
867
Whitney & Co
New York
$391K +$391K +4,719 New
CST
868
Charles Schwab Trust
Nevada
$389K +$1.33K +16 +0.3%
IIM
869
IFC & Insurance Marketing
California
$389K +$390K +4,702 New
WWM
870
Whalen Wealth Management
Nevada
$389K -$912 -11 -0.2%
TA
871
TrueWealth Advisors
Alabama
$388K
AMG
872
Asset Management Group
Connecticut
$387K -$580 -7 -0.1%
QP
873
Quartz Partners
New York
$387K
BPW
874
BlueDoor Private Wealth
Massachusetts
$385K +$385K +4,643 New
RCA
875
Resonant Capital Advisors
Wisconsin
$384K