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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MHB
276
Midwest Heritage Bank
Iowa
$5.17M +$930K +11,378 +22%
Russell Investments Group
277
Russell Investments Group
United Kingdom
$5.17M
EFM
278
Eley Financial Management
Vermont
$5.13M -$163K -1,994 -3%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$5.1M -$4.06M -49,681 -44%
SMF
280
Sterling Manor Financial
New York
$5.07M +$920K +11,246 +22%
SPIA
281
Steward Partners Investment Advisory
New York
$5.05M +$2.05M +25,126 +69%
UFA
282
US Financial Advisors
Massachusetts
$5.02M +$238K +2,910 +5%
PRI
283
Prepared Retirement Institute
Pennsylvania
$5.01M +$360K +4,408 +8%
BPA
284
Beacon Pointe Advisors
California
$4.99M +$661K +8,087 +15%
HWA
285
HCR Wealth Advisors
California
$4.99M -$314K -3,842 -6%
NAM
286
NorthCrest Asset Manangement
Minnesota
$4.94M +$144K +1,764 +3%
MWM
287
Modern Wealth Management
Kansas
$4.92M +$3.9M +47,671 +383%
SMAM
288
Sugar Maple Asset Management
Wisconsin
$4.84M +$4.84M +59,215 New
AAS
289
Avantax Advisory Services
Texas
$4.76M -$3.67M -44,837 -43%
RIA
290
Regal Investment Advisors
Michigan
$4.75M -$366K -4,480 -7%
TF
291
Tompkins Financial
New York
$4.71M -$41.5K -507 -0.9%
PFS
292
Prospera Financial Services
Texas
$4.69M -$1.51M -18,522 -24%
PCP
293
Proficio Capital Partners
Massachusetts
$4.68M -$1.75M -21,481 -27%
MA
294
Montag & Associates
Georgia
$4.63M +$3.2M +39,150 +224%
TA
295
TFB Advisors
Kansas
$4.61M +$2.5M +30,834 +119%
N
296
Natixis
France
$4.6M +$4.6M +56,197 New
HW
297
Hamilton Wealth
California
$4.54M +$341K +4,164 +8%
FTUS
298
Flow Traders U.S.
New York
$4.54M -$613K -7,489 -12%
RFS
299
Retirement Financial Solutions
Tennessee
$4.5M -$484K -5,918 -10%
EP
300
Essential Planning
New Hampshire
$4.5M