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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
CCB
276
Country Club Bank
Missouri
$5.15M -$101K -1,230 -2%
AG
277
Ascent Group
Virginia
$5.13M +$1.28M +15,603 +33%
AC
278
Apella Capital
Connecticut
$5.08M -$196K -2,382 -4%
PRI
279
Prepared Retirement Institute
Pennsylvania
$5.07M +$242K +2,949 +5%
BWM
280
Bulltick Wealth Management
Florida
$4.98M -$2.38M -28,903 -32%
EL
281
EQ LLC
Washington
$4.98M +$4.99M +60,745 New
MWS
282
MFA Wealth Services
California
$4.97M +$4.99M +60,656 New
William Blair & Company
283
William Blair & Company
Illinois
$4.92M +$168K +2,046 +4%
CWM
284
Cabot Wealth Management
Massachusetts
$4.91M +$13.2K +161 +0.3%
PAM
285
PCG Asset Management
New Jersey
$4.89M +$4.91M +59,693 New
KWM
286
Koa Wealth Management
California
$4.86M +$72.5K +882 +2%
CHJWM
287
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.84M -$334K -4,064 -6%
SP
288
Sequent Planning
Nebraska
$4.84M -$461K -5,613 -9%
PAG
289
Private Advisory Group
Washington
$4.83M +$4.84M +58,872 New
HWA
290
HCR Wealth Advisors
California
$4.77M -$134K -1,624 -3%
IHL
291
Investment House LLC
California
$4.71M +$650K +7,905 +16%
GLR
292
Great Lakes Retirement
Ohio
$4.7M +$138K +1,680 +3%
AWM
293
Angeles Wealth Management
California
$4.69M +$840K +10,221 +22%
AWA
294
Arete Wealth Advisors
Illinois
$4.6M -$5.92K -72 -0.1%
SCA
295
Snowden Capital Advisors
New York
$4.58M -$299K -3,632 -6%
KP
296
Keel Point
Alabama
$4.55M +$53.3K +648 +1%
WB
297
WesBanco Bank
West Virginia
$4.52M -$2.01M -24,452 -31%
MA
298
MBA Advisors
Pennsylvania
$4.5M -$274K -3,338 -6%
OAM
299
Oppenheimer Asset Management
New York
$4.48M -$34.3K -417 -0.8%
BFW
300
Brady Family Wealth
Missouri
$4.45M +$361K +4,386 +9%