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iShares 1-3 Year Treasury Bond ETF

1,075 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 380 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-24
Holders Change %
-2.18%
% of All Funds
15.64%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
100
Increased
380
Reduced
453
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WCP
301
Wick Capital Partners
Pennsylvania
$4.26M -$1.19M -14,565 -22%
SL
302
Sentinus LLC
Illinois
$4.2M -$2.59M -31,758 -38%
MCP
303
Martin Capital Partners
Oregon
$4.15M +$47.6K +583 +1%
DWA
304
Delos Wealth Advisors
Texas
$4.15M +$256K +3,130 +7%
SWM
305
SigFig Wealth Management
California
$4.11M +$118K +1,457 +3%
PA
306
Parallel Advisors
California
$4.07M +$202K +2,479 +5%
SWM
307
Spire Wealth Management
Virginia
$4.05M +$1.17M +14,323 +41%
TA
308
TFB Advisors
Kansas
$4.02M -$619K -7,582 -13%
SPIA
309
Steward Partners Investment Advisory
New York
$4.01M -$1.03M -12,611 -20%
EP
310
Essential Planning
New Hampshire
$3.97M -$503K -6,165 -11%
PCP
311
Proficio Capital Partners
Massachusetts
$3.94M -$759K -9,290 -16%
BFW
312
Brady Family Wealth
Missouri
$3.94M +$230K +2,812 +6%
MCC
313
Money Concepts Capital
Florida
$3.94M -$223K -2,726 -5%
HI
314
Hudock Inc
Pennsylvania
$3.94M +$19.2K +235 +0.5%
AWM
315
AE Wealth Management
Kansas
$3.9M +$287K +3,509 +8%
MLM
316
Mount Lucas Management
Pennsylvania
$3.9M +$638K +7,812 +20%
CPP
317
Capasso Planning Partners
South Carolina
$3.88M +$10.7K +131 +0.3%
ODIJL
318
One Day In July LLC
Vermont
$3.88M +$26.2K +321 +0.7%
CFG
319
Citizens Financial Group
Rhode Island
$3.87M -$64.8K -794 -2%
GRP
320
Global Retirement Partners
California
$3.85M +$1.08M +13,250 +39%
CV
321
Counterweight Ventures
North Carolina
$3.84M +$292K +3,572 +8%
CIBC Private Wealth Group
322
CIBC Private Wealth Group
Georgia
$3.82M -$420K -5,146 -10%
MWM
323
MinichMacGregor Wealth Management
New York
$3.76M -$5.47K -67 -0.1%
FPAS
324
Focus Partners Advisor Solutions
Missouri
$3.72M +$2.53M +30,967 +211%
PWP
325
Perfromance Wealth Partners
Illinois
$3.64M -$627K -7,681 -15%