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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
KNW
951
Kesler Norman & Wride
Utah
$292K +$292K +3,520 New
NP
952
NorthRock Partners
Minnesota
$291K -$33K -398 -10%
IWP
953
Insight Wealth Partners
Texas
$290K -$25.9K -313 -8%
SF
954
SWP Financial
California
$288K +$28.5K +344 +11%
AA
955
AlphaCentric Advisors
Puerto Rico
$288K +$288K +3,480 New
TW
956
Trajan Wealth
Arizona
$287K -$19.5K -235 -6%
WF
957
Warner Financial
Maryland
$284K +$2.98K +36 +1%
HA
958
Hanover Advisors
South Carolina
$283K
CSF
959
Capital Squared Financial
Maryland
$282K +$283K +3,410 New
AGA
960
Arkos Global Advisors
Texas
$282K -$9.95K -120 -3%
ES
961
ETF Store
Kansas
$281K +$3.73K +45 +1%
WCAMG
962
Woodard & Company Asset Management Group
North Carolina
$279K +$91.8K +1,107 +49%
GHA
963
GW Henssler & Associates
Georgia
$279K +$995 +12 +0.4%
LGWM
964
Litman Gregory Wealth Management
California
$277K +$43.1K +520 +18%
IAA
965
Independent Advisor Alliance
North Carolina
$274K +$275K +3,312 New
TFA
966
Transamerica Financial Advisors
Florida
$274K -$46.3K -558 -14%
SCM
967
Sollinda Capital Management
Florida
$272K +$27.4K +330 +11%
AIFAIM
968
American Institute for Advanced Investment Management
Arizona
$272K +$70.5K +850 +35%
RF
969
Rossby Financial
Florida
$271K +$32.1K +387 +13%
LWM
970
Lyell Wealth Management
California
$270K -$29K -350 -10%
CAS
971
Coppell Advisory Solutions
Texas
$268K
UB
972
Umpqua Bank
Oregon
$267K
PFGIA
973
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$11.5K +139 +5%
GAA
974
Global Assets Advisory
Florida
$266K -$23K -277 -8%
FDCDDQ
975
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$167K +2,009 +168%