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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
VFG
1051
V2 Financial group
Illinois
$200K
ADL
1052
Asset Dedication LLC
California
$198K +$29.5K +356 +17%
CA
1053
Crewe Advisors
Utah
$192K
AIP
1054
Ameritas Investment Partners
Nebraska
$191K -$17.3K -209 -8%
OHWP
1055
Oak Harbor Wealth Partners
North Carolina
$190K
KWM
1056
Kiker Wealth Management
Georgia
$189K -$3.9M -46,990 -95%
APW
1057
Aventura Private Wealth
Florida
$185K +$27.5K +332 +17%
WETS
1058
Wealth Enhancement Trust Services
South Dakota
$185K +$185K +2,231 New
RA
1059
Ransom Advisory
Rhode Island
$182K +$182K +2,200 New
RBC
1060
Roble Belko & Company
Pennsylvania
$182K +$16.7K +201 +10%
CB
1061
CNB Bank
Pennsylvania
$177K +$9.95K +120 +6%
SWP
1062
SIMA Wealth Partners
Virginia
$170K
PWAM
1063
Private Wealth Asset Management
Iowa
$170K -$4.14K -50 -2%
JFGIW
1064
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$729K -8,800 -81%
C
1065
Covestor
United Kingdom
$165K +$86.7K +1,046 +111%
CFD
1066
Creative Financial Designs
Indiana
$165K +$55K +664 +50%
BOJHT
1067
Bank of Jackson Hole Trust
Wyoming
$164K
GIA
1068
GHP Investment Advisors
Colorado
$160K
SA
1069
Strategic Advocates
Utah
$158K
SWA
1070
SOA Wealth Advisors
New York
$151K +$1.82K +22 +1%
HWM
1071
Horizons Wealth Management
North Carolina
$147K -$166 -2 -0.1%
AWM
1072
Ameliora Wealth Management
Switzerland
$143K
RMP
1073
Richards, Merrill & Peterson
Washington
$134K
DRS
1074
Deane Retirement Strategies
Louisiana
$133K +$1.41K +17 +1%
LAM
1075
Lummis Asset Management
Texas
$132K