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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
14.63%
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
DAS
101
Dynamic Advisor Solutions
Arizona
$21.7M +$456K +5,507 +2%
CIA
102
Concurrent Investment Advisors
Florida
$21.5M +$4.7M +56,711 +28%
ATPW
103
Ashton Thomas Private Wealth
Arizona
$21.5M +$1.68M +20,293 +8%
UCFA
104
United Capital Financial Advisors
Texas
$21.2M +$120K +1,449 +0.6%
CF
105
Clarity Financial
Texas
$20.8M -$23.2M -279,444 -53%
ACA
106
Anchor Capital Advisors
Massachusetts
$20.8M -$448K -5,408 -2%
KFAA
107
Klaas Financial Asset Advisors
Illinois
$20.6M +$549K +6,623 +3%
HNB
108
Huntington National Bank
Ohio
$20.6M
Kovitz Investment Group Partners
109
Kovitz Investment Group Partners
Illinois
$20.4M -$17.8M -214,536 -47%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$20.1M +$5.14M +62,046 +42%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$19.5M -$715K -8,628 -4%
LHWM
112
Lake Hills Wealth Management
Texas
$19M -$23.9M -288,627 -56%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$18.8M -$3.93M -47,457 -17%
KAS
114
Kestra Advisory Services
Texas
$18.3M +$675K +8,148 +4%
BCI
115
Brinker Capital Investments
Pennsylvania
$17.9M +$3.69M +44,500 +26%
BI
116
Ballast Inc
Kentucky
$17.8M +$767K +9,250 +5%
I2I
117
Insight 2811 Inc
Illinois
$17.3M -$361K -4,349 -2%
OC
118
Oppenheimer & Co
New York
$17.2M +$8.66M +104,446 +101%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$17M +$1.71M +20,584 +11%
CWM
120
Cabot Wealth Management
Massachusetts
$16.8M +$2.01M +24,226 +14%
AA
121
Acorns Advisers
California
$16.6M +$751K +9,062 +5%
ACA
122
Aptus Capital Advisors
Alabama
$16.5M +$7.54M +90,984 +84%
MW
123
MBL Wealth
North Carolina
$16.1M +$501K +6,038 +3%
MCM
124
MAI Capital Management
Ohio
$16M +$5.99M +72,231 +60%
DIP
125
DT Investment Partners
Pennsylvania
$15.8M +$2.73M +32,963 +21%