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iShares 1-3 Year Treasury Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
PAS
301
Park Avenue Securities
New York
$4.6M 56,040 +8,435 +18%
MWM
302
MTC Wealth Management
Florida
$4.59M 55,972 +80 +0.1%
KP
303
Keel Point
Alabama
$4.54M 55,374 +2 +0%
PEA
304
Park Edge Advisors
Ohio
$4.54M 55,317 -3,391 -6%
AIP
305
Almanack Investment Partners
Pennsylvania
$4.5M 54,800 -11,406 -17%
EP
306
Essential Planning
New Hampshire
$4.5M 54,796 -1,708 -3%
AG
307
Ascent Group
Virginia
$4.47M 54,621 -41,516 -43%
OAM
308
Oppenheimer Asset Management
New York
$4.43M 53,951 -51,045 -49%
CI
309
Cambiar Investors
Colorado
$4.4M 53,597 -33,980 -39%
PWP
310
Perfromance Wealth Partners
Illinois
$4.38M 53,426 +466 +0.9%
BPA
311
Beacon Pointe Advisors
California
$4.35M 52,987 -14,405 -21%
MCC
312
Money Concepts Capital
Florida
$4.34M 52,925 +2,539 +5%
CA
313
Continuum Advisory
Idaho
$4.32M 52,655 -49,719 -49%
SWM
314
SigFig Wealth Management
California
$4.32M 52,844 +1,648 +3%
CU
315
Cornell University
New York
$4.29M 52,316 +52,316 New
RWA
316
Rainsberger Wealth Advisors
Colorado
$4.27M 52,082 -1,857 -3%
BWL
317
Beacon Wealthcare LLC
North Carolina
$4.26M 51,967 +30,800 +146%
MHB
318
Midwest Heritage Bank
Iowa
$4.25M 51,844 -1,055 -2%
GWM
319
Geneos Wealth Management
Colorado
$4.25M 51,833 -1,879 -3%
WSTAM
320
Wilbanks Smith & Thomas Asset Management
Virginia
$4.22M 51,423 +5,423 +12%
HW
321
Hamilton Wealth
California
$4.22M 51,395 +2,351 +5%
CI
322
CPR Investments
Michigan
$4.21M 51,328 -38 -0.1%
AWMS
323
Advocacy Wealth Management Services
Georgia
$4.19M 51,117
MCP
324
Martin Capital Partners
Oregon
$4.18M 50,943 -392 -0.8%
SPWM
325
Spartan Planning & Wealth Management
North Carolina
$4.17M 50,828 +50,824 +1,270,600%