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iShares 1-3 Year Treasury Bond ETF

1,171 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.64M

120% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 83

17% more funds holding in top 10

Funds holding in top 10: 7082 (+12)

7% more funds holding

Funds holding: 1,0971,171 (+74)

1% more capital invested

Capital invested by funds: $19.2B → $19.3B (+$180M)

0.27% more ownership

Funds ownership: 82.41%82.68% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 425

Holders
1,171
Holders Change
+74
Holders Change %
+6.75%
% of All Funds
15.42%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.08%
New
183
Increased
422
Reduced
425
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
251
Jones Financial Companies
Missouri
$6.14M +$2.58M +31,439 +72%
SOS
252
Silver Oak Securities
Tennessee
$6.14M +$5.77M +70,132 +1,462%
CPWA
253
Cerro Pacific Wealth Advisors
California
$6.12M +$562K +6,842 +10%
CFP
254
Cascade Financial Partners
California
$5.97M +$2.07M +25,203 +53%
BFO
255
Biltmore Family Office
North Carolina
$5.97M +$25.2K +307 +0.4%
WGCA
256
Wolf Group Capital Advisors
Virginia
$5.94M
BCM
257
Boltwood Capital Management
California
$5.94M +$359K +4,365 +6%
Retirement Systems of Alabama
258
Retirement Systems of Alabama
Alabama
$5.9M
WA
259
Waverly Advisors
Alabama
$5.85M -$827K -10,061 -12%
CCA
260
Checchi Capital Advisers
California
$5.81M +$344K +4,179 +6%
CI
261
Cambiar Investors
Colorado
$5.76M -$260K -3,163 -4%
BFA
262
Buttonwood Financial Advisors
Maryland
$5.75M +$720K +8,754 +14%
WDL
263
Well Done LLC
Michigan
$5.72M
MA
264
Modus Advisors
Minnesota
$5.7M +$41.3K +502 +0.7%
SMF
265
Sterling Manor Financial
New York
$5.67M +$607K +7,384 +12%
FHA
266
First Horizon Advisors
Tennessee
$5.6M +$2.44M +29,665 +77%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$5.47M -$135M -1,643,931 -96%
CPP
268
Capasso Planning Partners
South Carolina
$5.47M +$446K +5,428 +9%
Financial Engines Advisors
269
Financial Engines Advisors
California
$5.39M +$4.9M +59,585 +973%
GWM
270
Geneos Wealth Management
Colorado
$5.38M +$343K +4,167 +7%
PMG
271
Private Management Group
California
$5.37M -$327K -3,980 -6%
MHB
272
Midwest Heritage Bank
Iowa
$5.3M -$377K -4,584 -7%
KPWS
273
Kestra Private Wealth Services
Texas
$5.28M -$685K -8,332 -11%
NAM
274
NorthCrest Asset Manangement
Minnesota
$5.28M +$118K +1,441 +2%
SWM
275
Spire Wealth Management
Virginia
$5.18M -$82K -997 -2%