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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 %
PWM
176
Perigon Wealth Management
California
$9.5M -$1.31M -15,845 -12%
SFG
177
SevenBridge Financial Group
Pennsylvania
$9.43M -$3.23M -39,227 -26%
BFG
178
Beacon Financial Group
Texas
$9.24M +$8.26M +99,828 +843%
TF
179
Tompkins Financial
New York
$9.19M +$871K +10,525 +10%
PCP
180
Proficio Capital Partners
Massachusetts
$9.17M +$271K +3,278 +3%
PPWP
181
Premier Path Wealth Partners
New Jersey
$9.14M +$657K +7,945 +8%
SYBT
182
Stock Yards Bank & Trust
Kentucky
$9.07M +$1.93M +23,362 +27%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$9.05M +$2.86M +34,596 +46%
SPWM
184
Spartan Planning & Wealth Management
North Carolina
$9.01M +$9.01M +108,957 New
AA
185
Ancora Advisors
Ohio
$9.01M -$84.4K -1,020 -0.9%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$8.99M -$9.34M -112,878 -51%
DC
187
Davenport & Co
Virginia
$8.76M -$5.32M -64,329 -38%
JWA
188
JFS Wealth Advisors
Pennsylvania
$8.57M +$480K +5,807 +6%
ACM
189
ADAR1 Capital Management
Texas
$8.55M +$8.55M +103,337 New
PFA
190
Pure Financial Advisors
California
$8.52M +$1.61M +19,483 +23%
WIA
191
World Investment Advisors
California
$8.46M +$181K +2,189 +2%
CF
192
Corebridge Financial
Texas
$8.46M – – –
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$8.45M +$1.89M +22,832 +29%
GWM
194
Graybill Wealth Management
Illinois
$8.41M +$8.41M +101,599 New
AWM
195
Alterna Wealth Management
Texas
$8.33M +$927K +11,202 +13%
MFC
196
Morris Financial Concepts
South Carolina
$8.33M +$333K +4,020 +4%
EAM
197
Everstar Asset Management
North Carolina
$8.29M +$1.04M +12,528 +14%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$8.25M -$19.9M -240,287 -71%
LA
199
LWM Advisors
California
$8.18M -$8.57M -104,532 Closed
FYW
200
Future You Wealth
New York
$8.08M +$909K +10,982 +13%
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