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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
FA
926
Flagstar Advisors
New York
$319K -$8.87K -107 -3%
OAM
927
Occidental Asset Management
California
$316K -$137K -1,656 -30%
OAP
928
One Advisory Partners
Kansas
$315K +$50.1K +604 +19%
FBC
929
Fairfield, Bush & Co
Connecticut
$315K
FCH
930
Freestone Capital Holdings
Washington
$313K +$314K +3,782 New
RWIA
931
Roger Wittlin Investment Advisory
California
$309K +$3.81K +46 +1%
AWM
932
Avaii Wealth Management
Wisconsin
$307K +$1.91K +23 +0.6%
WE
933
Wealth Effects
Massachusetts
$305K
PHS
934
Pekin Hardy Strauss
Illinois
$304K +$12.4K +150 +4%
MWM
935
Mission Wealth Management
California
$303K -$79.5K -959 -21%
SAA
936
Southeast Asset Advisors
Georgia
$302K -$22.1K -267 -7%
EW
937
Elyxium Wealth
California
$302K -$101K -1,216 -25%
NFG
938
Northeast Financial Group
Pennsylvania
$301K -$11.1K -134 -4%
KIM
939
Kestra Investment Management
Texas
$300K -$41.6K -502 -12%
MKA
940
M. Kulyk & Associates
Georgia
$300K
TA
941
TPG Advisors
Illinois
$299K
WWG
942
West Wealth Group
California
$299K +$1.57K +19 +0.5%
IPWA
943
International Private Wealth Advisors
California
$298K -$3.05M -36,764 -91%
ATWA
944
Arbor Trust Wealth Advisors
Michigan
$297K
LC
945
LCNB Corp
Ohio
$295K
SWM
946
Seed Wealth Management
Illinois
$295K
TA
947
Tectonic Advisors
Texas
$295K -$34.1K -411 -10%
CC
948
Cadinha & Co
Hawaii
$295K -$20.7K -250 -7%
CCP
949
Cushing Capital Partners
Wisconsin
$294K
ATC
950
Argent Trust Co
Tennessee
$292K +$9.95K +120 +4%