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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $18.7B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 459 increasing their positions, 435 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+8
Holders Change %
+0.7%
% of All Funds
15.48%
Holding in Top 10
79
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.25%
% of All Funds
1.06%
New
109
Increased
459
Reduced
435
Closed
83
Calls
$2.15M
Puts
$3.45M
Net Calls
-$1.3M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
201
Ritholtz Wealth Management
New York
$8.15M -$1.41M -16,999 -15%
AWM
202
Alterna Wealth Management
Texas
$8.1M -$246K -2,969 -3%
PEA
203
Park Edge Advisors
Ohio
$7.98M +$6.27M +75,696 +367%
CFP
204
Cascade Financial Partners
California
$7.96M +$271K +3,266 +4%
OC
205
Oppenheimer & Co
New York
$7.9M +$649K +7,831 +9%
FFN
206
Focus Financial Network
Minnesota
$7.86M +$260K +3,135 +3%
PWM
207
Perigon Wealth Management
California
$7.83M -$1.68M -20,318 -18%
BWL
208
Beacon Wealthcare LLC
North Carolina
$7.71M +$156K +1,881 +2%
CGA
209
Crescent Grove Advisors
Illinois
$7.71M +$3.33M +40,132 +76%
SFG
210
SevenBridge Financial Group
Pennsylvania
$7.69M -$1.78M -21,542 -19%
AWAU
211
Alliance Wealth Advisors (Utah)
Utah
$7.62M +$5.22M +63,014 +218%
NB
212
NBT Bank
New York
$7.57M +$217K +2,616 +3%
EFM
213
Eley Financial Management
Vermont
$7.52M -$35.4K -427 -0.5%
IFA
214
Independence Financial Advisors
New Hampshire
$7.45M -$374K -4,510 -5%
MA
215
MBA Advisors
Pennsylvania
$7.24M +$2.55M +30,720 +54%
PIMG
216
Patriot Investment Management Group
Tennessee
$7.23M +$139K +1,674 +2%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$7.15M -$1.85M -22,355 -21%
BCG
218
BayBridge Capital Group
California
$7.12M +$119K +1,442 +2%
PCM
219
Pointe Capital Management
Michigan
$7.1M +$32.5K +392 +0.5%
SYBT
220
Stock Yards Bank & Trust
Kentucky
$7.08M -$2.01M -24,204 -22%
EP
221
Edgestream Partners
New Jersey
$7.03M +$6.27M +75,638 +826%
ISWM
222
Independent Solutions Wealth Management
New York
$7M +$14.4K +174 +0.2%
DWM
223
Dogwood Wealth Management
Kansas
$6.98M +$363K +4,405 +5%
CA
224
Clearstead Advisors
Ohio
$6.97M -$512K -6,174 -7%
DADC
225
D.A. Davidson & Co
Montana
$6.96M +$1.2M +14,497 +21%