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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
Morgan Stanley
1
Morgan Stanley
New York
$2.21B -$582M -7,023,607 -21%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.49B +$78M +940,434 +6%
BlackRock
3
BlackRock
New York
$1.13B -$521M -6,284,120 -32%
Bank of America
4
Bank of America
North Carolina
$1.01B +$37.9M +457,471 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$879M +$38.8M +467,629 +5%
LPL Financial
6
LPL Financial
California
$522M -$26.4M -318,924 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$460M -$95.8M -1,155,374 -17%
Wells Fargo
8
Wells Fargo
California
$432M +$3.75M +45,271 +0.9%
UBS Group
9
UBS Group
Switzerland
$408M +$2.2M +26,589 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$397M +$9.45M +113,955 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$352M -$3.61M -43,518 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$295M -$15.1M -182,093 -5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$289M -$38.6M -465,296 -12%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$277M -$8.38M -101,150 -3%
PIA
15
PineBridge Investments Asia
$271M +$271M +3,267,000 New
Cerity Partners
16
Cerity Partners
New York
$220M +$3.33M +40,213 +2%
Truist Financial
17
Truist Financial
North Carolina
$190M -$28.9M -349,173 -13%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186M +$156M +1,887,420 +534%
AssetMark Inc
19
AssetMark Inc
California
$180M +$13.7M +165,633 +8%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$170M +$53.1M +640,953 +45%
Barclays
21
Barclays
United Kingdom
$163M +$38.1M +459,760 +31%
MMA
22
Mizuho Markets Americas
New York
$142M -$273M -3,291,292 -66%
SPIA
23
Steward Partners Investment Advisory
New York
$122M -$25.1M -302,463 -17%
MMC
24
Mizuho Markets Cayman
Cayman Islands
$122M +$122M +1,472,100 New
Stifel Financial
25
Stifel Financial
Missouri
$114M +$11M +132,118 +11%