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iShares 1-3 Year Treasury Bond ETF

1,154 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 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
276
Ascent Group
Virginia
$5.13M +$1.28M +15,603 +33%
AC
277
Apella Capital
Connecticut
$5.08M -$195K -2,382 -4%
PRI
278
Prepared Retirement Institute
Pennsylvania
$5.07M +$242K +2,949 +5%
BWM
279
Bulltick Wealth Management
Florida
$4.98M -$2.37M -28,903 -32%
EL
280
EQ LLC
Washington
$4.98M +$4.98M +60,745 New
MWS
281
MFA Wealth Services
California
$4.97M +$4.97M +60,656 New
William Blair & Company
282
William Blair & Company
Illinois
$4.92M +$168K +2,046 +4%
CWM
283
Cabot Wealth Management
Massachusetts
$4.91M +$13.2K +161 +0.3%
PAM
284
PCG Asset Management
New Jersey
$4.89M +$4.89M +59,693 New
KWM
285
Koa Wealth Management
California
$4.86M +$72.3K +882 +2%
CHJWM
286
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.84M -$334K -4,064 -6%
SP
287
Sequent Planning
Nebraska
$4.84M -$460K -5,613 -9%
PAG
288
Private Advisory Group
Washington
$4.83M +$4.83M +58,872 New
HWA
289
HCR Wealth Advisors
California
$4.77M -$133K -1,624 -3%
IHL
290
Investment House LLC
California
$4.71M +$648K +7,905 +16%
GLR
291
Great Lakes Retirement
Ohio
$4.7M +$138K +1,680 +3%
AWM
292
Angeles Wealth Management
California
$4.69M +$838K +10,221 +22%
AWA
293
Arete Wealth Advisors
Illinois
$4.6M -$5.9K -72 -0.1%
SCA
294
Snowden Capital Advisors
New York
$4.58M -$298K -3,632 -6%
KP
295
Keel Point
Alabama
$4.55M +$53.1K +648 +1%
WB
296
WesBanco Bank
West Virginia
$4.52M -$2M -24,452 -31%
MA
297
MBA Advisors
Pennsylvania
$4.5M -$274K -3,338 -6%
OAM
298
Oppenheimer Asset Management
New York
$4.48M -$34.2K -417 -0.8%
BFW
299
Brady Family Wealth
Missouri
$4.45M +$360K +4,386 +9%
EA
300
Enclave Advisors
Texas
$4.43M -$57.1K -696 -1%