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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.35%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
BlackRock
2
BlackRock
New York
$1.52B
3
Cerity Partners
3
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
AssetMark Inc
3
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
5
Charles Schwab
California
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
SJGA
226
Stephen J. Garry & Associates
New York
$7.2M 87,750 +87,750 New
AA
227
Auxano Advisors
Washington
$7.2M 87,726 -1,100 -1%
BFA
228
BBJS Financial Advisors
Washington
$7.18M 87,555 +11,872 +16%
FPAS
229
Focus Partners Advisor Solutions
Missouri
$7.17M 87,408 -10,557 -11%
KPWS
230
Kestra Private Wealth Services
Texas
$7.09M 86,409 +5,066 +6%
WIA
231
World Investment Advisors
California
$7.08M 86,316 -862 -1%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$7.06M 86,107 -289,146 -77%
BFO
233
Biltmore Family Office
North Carolina
$7.06M 86,065 +19,863 +30%
LHC
234
Little House Capital
Massachusetts
$7.05M 85,942 -1,915 -2%
WFA
235
Wellspring Financial Advisors
Ohio
$6.98M 85,023 +64,871 +322%
BIP
236
Blueprint Investment Partners
North Carolina
$6.86M 83,622 +83,622 New
PS
237
Principal Securities
Iowa
$6.85M 83,452 +83,452 New
PIMG
238
Patriot Investment Management Group
Tennessee
$6.78M 82,620 +19,757 +31%
BFM
239
Boston Financial Management
Massachusetts
$6.63M 80,803 -267 -0.3%
WIC
240
Woodmont Investment Counsel
Tennessee
$6.51M 79,378 +43,242 +120%
KA
241
Kooman & Associates
Pennsylvania
$6.49M 79,165 -4,499 -5%
PCP
242
Proficio Capital Partners
Massachusetts
$6.49M 79,069 -4,800 -6%
PFA
243
Pure Financial Advisors
California
$6.32M 77,051 -2,620 -3%
DW
244
Durante & Waters
New York
$6.32M 77,021 +77,021 New
WCP
245
Wick Capital Partners
Pennsylvania
$6.29M 76,656 +60,718 +381%
DAS
246
Dynamic Advisor Solutions
Arizona
$6.27M 76,528 -11,409 -13%
AIS
247
American Investment Services
Massachusetts
$6.26M 76,359 -6,619 -8%
IWS
248
Insight Wealth Strategies
California
$6.26M 76,308 +9,762 +15%
PFS
249
Prospera Financial Services
Texas
$6.22M 75,849 +12,293 +19%
CCA
250
Checchi Capital Advisers
California
$6M 73,192 +8,864 +14%
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