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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
WIA
176
World Investment Advisors
California
$9.64M +$311K +3,755 +3%
PPWP
177
Premier Path Wealth Partners
New Jersey
$9.57M -$574K -6,928 -6%
JWA
178
JFS Wealth Advisors
Pennsylvania
$9.4M +$242K +2,922 +3%
MA
179
MBA Advisors
Pennsylvania
$9.3M +$590K +7,122 +7%
TIAA Trust, National Association
180
TIAA Trust, National Association
North Carolina
$9.28M +$907K +10,938 +11%
NWP
181
NerdWallet Wealth Partners
New York
$9.25M +$95.9K +1,157 +1%
BCM
182
Brookstone Capital Management
Illinois
$9.23M -$401K -4,838 -4%
IA
183
IFP Advisors
Florida
$9.18M +$3.32M +40,042 +57%
Members Trust
184
Members Trust
Florida
$9.13M -$1.97M -23,784 -18%
AWM
185
Angeles Wealth Management
California
$9.08M +$3.42M +41,266 +60%
PCM
186
Pointe Capital Management
Michigan
$9.05M +$1.69M +20,441 +23%
KWM
187
Kingsview Wealth Management
Oregon
$8.95M +$593K +7,151 +7%
PFA
188
Pure Financial Advisors
California
$8.94M +$316K +3,818 +4%
GWM
189
Graybill Wealth Management
Illinois
$8.9M +$52.5K +633 +0.6%
SSCM
190
Spectrum Strategic Capital Management
Oregon
$8.89M +$8.9M +107,339 New
IIM
191
Invariant Investment Management
Pennsylvania
$8.89M +$8.89M +107,290 New
SP
192
Symmetry Partners
Connecticut
$8.88M +$56K +675 +0.6%
LA
193
LWM Advisors
California
$8.83M +$114K +1,377 +1%
PCIG
194
Partners Capital Investment Group
Massachusetts
$8.81M +$1.21M +14,647 +16%
BFA
195
Buttonwood Financial Advisors
Maryland
$8.71M +$1.01M +12,241 +13%
BAM
196
Broyhill Asset Management
North Carolina
$8.51M +$1.78M +21,509 +26%
DWM
197
Dogwood Wealth Management
Kansas
$8.47M +$926K +11,175 +12%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$8.43M -$1.94M -23,460 -19%
BWL
199
Beacon Wealthcare LLC
North Carolina
$8.38M +$407K +4,905 +5%
DS
200
DRW Securities
Illinois
$8.3M -$4.77M -57,496 -36%