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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 429 increasing their positions, 463 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-8
Holders Change %
-0.69%
% of All Funds
15.58%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.09%
New
99
Increased
429
Reduced
463
Closed
77
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$84.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$83.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$40.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$276M
2
EP
Essential Planning
New Hampshire
-$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
AssetMark Inc
AssetMark Inc
California
-$74.1M
5
Morgan Stanley
Morgan Stanley
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
1001
Compass Planning Associates
Massachusetts
$199K -$819K -9,895 -80%
WCAMG
1002
Woodard & Company Asset Management Group
North Carolina
$184K +$1.08K +13 +0.6%
TVWM
1003
Tower View Wealth Management
Wisconsin
$183K +$1.16K +14 +0.6%
PCFFS
1004
Pacific Center for Financial Services
California
$174K – – –
CB
1005
CNB Bank
Pennsylvania
$167K +$10.3K +125 +7%
RBC
1006
Roble Belko & Company
Pennsylvania
$163K +$829 +10 +0.5%
SWA
1007
SOA Wealth Advisors
New York
$162K -$3.15K -38 -2%
EB
1008
Eastern Bank
Massachusetts
$150K -$14.5K -175 -9%
ADL
1009
Asset Dedication LLC
California
$144K -$38.6K -466 -21%
FFWM
1010
Future Financial Wealth Management
Ohio
$144K – – –
HWM
1011
Horizons Wealth Management
North Carolina
$144K -$29K -351 -17%
BOJHT
1012
Bank of Jackson Hole Trust
Wyoming
$143K -$13.6K -164 -9%
ETS
1013
ESL Trust Services
New York
$140K – – –
EWA
1014
EP Wealth Advisors
California
$136K -$70K -846 -34%
RMP
1015
Richards, Merrill & Peterson
Washington
$135K +$496 +6 +0.4%
WF
1016
Wayfinding Financial
Washington
$132K +$132K +1,597 New
LAM
1017
Lummis Asset Management
Texas
$132K – – –
PSFG
1018
Park Square Financial Group
Georgia
$127K -$75.9K -918 -37%
DRS
1019
Deane Retirement Strategies
Louisiana
$127K -$9.35K -113 -7%
DJSG
1020
D.J. St. Germain
Massachusetts
$126K +$106K +1,279 +518%
GIA
1021
GHP Investment Advisors
Colorado
$118K +$21.2K +256 +22%
PP
1022
PrairieView Partners
Minnesota
$117K -$14.8K -179 -11%
NCM
1023
Northwest Capital Management
Oregon
$112K – – –
CCM
1024
Cutler Capital Management
Massachusetts
$106K +$106K +1,286 New
CT
1025
Colonial Trust
South Carolina
$106K +$90.2K +1,090 +586%
39 40
41
42 43