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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
IWC
151
Integrated Wealth Concepts
Massachusetts
$12M -$1.72M -20,745 -13%
CISOA
152
Capital Investment Services of America
Wisconsin
$12M +$109K +1,315 +0.9%
AA
153
Argent Advisors
Louisiana
$12M +$427K +5,154 +4%
CC
154
Criteria Caixa
Spain
$11.8M
PWM
155
Parkway Wealth Management
Texas
$11.4M +$11.4M +138,031 New
IWP
156
Innova Wealth Partners
Pennsylvania
$11.2M -$3.74M -45,147 -25%
TF
157
Tompkins Financial
New York
$11.2M +$747K +9,011 +7%
NWAG
158
Net Worth Advisory Group
Utah
$11M +$861K +10,389 +8%
FAT
159
First American Trust
California
$11M +$340K +4,096 +3%
DADC
160
D.A. Davidson & Co
Montana
$10.9M +$3.32M +40,107 +44%
VAG
161
VisionPoint Advisory Group
Texas
$10.9M -$30.8K -371 -0.3%
Envestnet Portfolio Solutions
162
Envestnet Portfolio Solutions
Illinois
$10.8M -$1.41K -17 -0%
BIA
163
Barry Investment Advisors
Massachusetts
$10.8M +$8.37M +100,989 +348%
Citadel Advisors
164
Citadel Advisors
Florida
$10.4M -$8.65M -104,397 -45%
JIR
165
James Investment Research
Ohio
$10.4M +$456K +5,501 +5%
SMFG
166
Sumitomo Mitsui Financial Group
Japan
$10.3M +$693K +8,357 +7%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$752K -9,068 -7%
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$10.1M -$1.91M -23,022 -16%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$10.1M +$2.59M +31,236 +35%
EAM
170
Everstar Asset Management
North Carolina
$9.86M +$1.13M +13,600 +13%
BPC
171
Bearing Point Capital
Minnesota
$9.82M -$4.54M -54,795 -32%
HCA
172
Heck Capital Advisors
Wisconsin
$9.79M -$1.72M -20,760 -15%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$9.77M +$4.43M +53,496 +83%
MFC
174
Morris Financial Concepts
South Carolina
$9.74M +$268K +3,239 +3%
Mirae Asset Global Investments
175
Mirae Asset Global Investments
South Korea
$9.67M +$552K +6,660 +6%