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iShares 1-3 Year Treasury Bond ETF

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K
Name Market Value Shares Shares
Change
Shares
Change %
WGCA
251
Wolf Group Capital Advisors
Virginia
$5.94M 73,269 +73,269 New
PCP
252
Proficio Capital Partners
Massachusetts
$5.9M 70,943 +22,645 +47%
KWM
253
Kingsview Wealth Management
Oregon
$5.82M 70,001 -62,810 -47%
PMG
254
Private Management Group
California
$5.78M 69,467 -5,584 -7%
MHB
255
Midwest Heritage Bank
Iowa
$5.76M 69,252 +1,261 +2%
MA
256
Modus Advisors
Minnesota
$5.74M 69,041 +1,181 +2%
WDL
257
Well Done LLC
Michigan
$5.72M 68,776 +7,812 +13%
BCM
258
Boltwood Capital Management
California
$5.66M 68,087 +8,356 +14%
RCG
259
Rock Creek Group
District of Columbia
$5.6M 67,353
LIM
260
Leavell Investment Management
Alabama
$5.59M 67,169 -2,795 -4%
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
$5.57M 66,944 +1,160 +2%
CCA
262
Checchi Capital Advisers
California
$5.54M 66,674 +3,143 +5%
TF
263
Trek Financial
Arizona
$5.47M 65,736 -6,662 -9%
CPWA
264
Cerro Pacific Wealth Advisors
California
$5.45M 66,762 +964 +1%
SP
265
Sequent Planning
Nebraska
$5.37M 64,596 -10,023 -13%
CCB
266
Country Club Bank
Missouri
$5.34M 64,074 -2,809 -4%
SWM
267
Spire Wealth Management
Virginia
$5.33M 64,149 +14,602 +29%
AC
268
Apella Capital
Connecticut
$5.33M 64,290 +1,119 +2%
NAM
269
NorthCrest Asset Manangement
Minnesota
$5.24M 62,969 -421 -0.7%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$5.22M 62,774 +15,941 +34%
CHJWM
271
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.17M 62,989 -1,545 -2%
SMF
272
Sterling Manor Financial
New York
$5.14M 61,840 +247 +0.4%
GWSG
273
GPS Wealth Strategies Group
Colorado
$5.14M 61,810 +61,810 New
GWM
274
Geneos Wealth Management
Colorado
$5.11M 61,486 +6,839 +13%
BFA
275
Buttonwood Financial Advisors
Maryland
$5.1M 61,337 +5,863 +11%