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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 %
AC
276
Apella Capital
Connecticut
$5.33M 65,045 -9,985 -13%
HWA
277
HCR Wealth Advisors
California
$5.32M 64,872 +4,378 +7%
EFM
278
Eley Financial Management
Vermont
$5.31M 64,688 -40,655 -39%
SW
279
StrongBox Wealth
Missouri
$5.31M 64,667 +7,682 +13%
SPC
280
Sigma Planning Corp
Michigan
$5.19M 63,314 -110,666 -64%
Russell Investments Group
281
Russell Investments Group
United Kingdom
$5.19M 63,235 – –
FTUS
282
Flow Traders U.S.
New York
$5.17M 62,986 +62,986 New
AWM
283
Ameliora Wealth Management
Switzerland
$5.16M 62,908 +202 +0.3%
RIA
284
Regal Investment Advisors
Michigan
$5.13M 62,532 -14,806 -19%
NWM
285
Napa Wealth Management
California
$5.12M 62,421 +62,421 New
Millennium Management
286
Millennium Management
New York
$5.1M 62,108 +46,372 +295%
SWM
287
Spire Wealth Management
Virginia
$5.04M 61,471 -3,432 -5%
VPA
288
Vernal Point Advisors
California
$5.03M 61,358 +61,358 New
CFGS
289
Concourse Financial Group Securities
Alabama
$5M 61,005 -3,074 -5%
RFS
290
Retirement Financial Solutions
Tennessee
$5M 60,947 -1,022 -2%
CL
291
Choreo LLC
Illinois
$4.89M 59,559 +5,669 +11%
AWA
292
Arete Wealth Advisors
Illinois
$4.85M 59,158 +12,608 +27%
NAM
293
NorthCrest Asset Manangement
Minnesota
$4.81M 58,641 +2,568 +5%
PA
294
Parallel Advisors
California
$4.8M 58,470 -4,043 -6%
UFA
295
US Financial Advisors
Massachusetts
$4.79M 58,437 +1,488 +3%
TF
296
Tompkins Financial
New York
$4.77M 58,141 +16,737 +40%
ARC
297
Advisor Resource Council
Texas
$4.74M 57,808 +57,808 New
TC
298
Telemus Capital
Michigan
$4.7M 57,266 -6,219 -10%
ACM
299
AUA Capital Management
Pennsylvania
$4.69M 57,154 +3,921 +7%
PRI
300
Prepared Retirement Institute
Pennsylvania
$4.66M 56,799 +56,799 New
10 11
12
13 14