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iShares 1-3 Year Treasury Bond ETF

1,202 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 140 funds opening new positions, 477 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 140 | 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: 1,1541,202 (+48)

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
1,202
Holders Change
+48
Holders Change %
+4.16%
% of All Funds
14.62%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
0.92%
New
140
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
PF
901
Phoenix Financial
Israel
$349K
JPLA
902
Joseph P. Lucia & Associates
New York
$348K -$27.1K -327 -7%
GSWM
903
Golden State Wealth Management
California
$348K +$4.23K +51 +1%
AWE
904
Avidian Wealth Enterprises
Texas
$347K
TSMHT
905
Thurston Springer Miller Herd & Titak
Indiana
$345K +$346K +4,168 New
FAM
906
Formidable Asset Management
Ohio
$344K
PAM
907
Parvin Asset Management
South Dakota
$344K +$344K +4,150 New
IWAO
908
Independence Wealth Advisors (Ohio)
Ohio
$343K +$343K +4,143 New
TWP
909
Tempus Wealth Planning
California
$341K
IAIM
910
International Assets Investment Management
Florida
$341K -$393K -4,740 -53%
SWM
911
SHP Wealth Management
Massachusetts
$339K +$339K +4,088 New
Thrivent Financial for Lutherans
912
Thrivent Financial for Lutherans
Minnesota
$338K -$265K -3,199 -44%
SFG
913
Sovereign Financial Group
Connecticut
$337K +$3.9K +47 +1%
GA
914
GFS Advisors
Texas
$335K +$335K +4,044 New
CWP
915
Core Wealth Partners
California
$335K +$130K +1,563 +63%
HCM
916
Hilton Capital Management
New York
$333K -$16.5K -199 -5%
GWANC
917
Guardian Wealth Advisors (North Carolina)
North Carolina
$332K +$122K +1,475 +58%
RPGK
918
Retirement Planning Group (Kansas)
Kansas
$331K +$74.6K +900 +29%
WAM
919
Wernau Asset Management
Massachusetts
$330K +$5.97K +72 +2%
STA
920
Smith Thornton Advisors
Alabama
$330K
WDC
921
Woodward Diversified Capital
California
$330K -$20.9K -252 -6%
FA
922
Fiduciary Alliance
South Carolina
$325K
MIM
923
MetLife Investment Management
New Jersey
$324K
IIA
924
IPG Investment Advisors
California
$320K +$21.1K +255 +7%
OFS
925
OneAscent Financial Services
Alabama
$319K -$194K -2,340 -38%