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iShares 1-3 Year Treasury Bond ETF

1,154 hedge funds and large institutions have $18.6B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 459 increasing their positions, 435 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+7
Holders Change %
+0.61%
% of All Funds
15.47%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.05%
New
108
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 %
Morgan Stanley
1
Morgan Stanley
New York
$2.55B -$237M -2,862,624 -9%
BlackRock
2
BlackRock
New York
$1.37B +$21.6M +260,455 +2%
Bank of America
3
Bank of America
North Carolina
$962M -$28M -337,784 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$905M -$41.4M -499,313 -4%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$890M +$41.6M +502,122 +5%
AssetMark Inc
6
AssetMark Inc
California
$588M +$325M +3,917,307 +123%
LPL Financial
7
LPL Financial
California
$565M -$3.08M -37,154 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$533M +$227M +2,734,684 +74%
UBS Group
9
UBS Group
Switzerland
$436M +$11.9M +143,652 +3%
Wells Fargo
10
Wells Fargo
California
$416M -$4.11M -49,619 -1%
Ameriprise
11
Ameriprise
Minnesota
$373M +$32.1M +380,980 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$356M +$2.59M +31,215 +0.7%
Raymond James Financial
13
Raymond James Financial
Florida
$348M -$72.3M -872,308 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$315M +$53.3M +643,576 +20%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$294M -$8.92M -107,644 -3%
PI
16
PineBridge Investments
New York
$279M -$19.2M -231,600 -6%
Truist Financial
17
Truist Financial
North Carolina
$221M -$30.5M -368,463 -12%
MMA
18
Mizuho Markets Americas
New York
$214M +$186M +2,243,457 +655%
Cerity Partners
19
Cerity Partners
New York
$208M +$3.29M +39,744 +2%
AG
20
AIA Group
Hong Kong
$117M +$61M +736,610 +109%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$116M +$116M +1,394,410 +17,655%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$113M +$3.05M +36,788 +3%
Goldman Sachs
23
Goldman Sachs
New York
$112M +$40.9M +494,007 +57%
Charles Schwab
24
Charles Schwab
California
$108M -$121M -1,462,737 -53%
Stifel Financial
25
Stifel Financial
Missouri
$107M +$9.34M +112,706 +10%