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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 %
SWM
301
SigFig Wealth Management
California
$4.42M +$252K +3,038 +6%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$4.39M -$754K -9,198 -15%
ATPW
303
Ashton Thomas Private Wealth
Arizona
$4.39M +$1.71M +20,918 +64%
ACM
304
AUA Capital Management
Pennsylvania
$4.38M
RCM
305
Riggs Capital Management
Utah
$4.37M +$4.37M +53,345 New
CFG
306
Citizens Financial Group
Rhode Island
$4.36M +$532K +6,493 +14%
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$4.34M +$632K +7,717 +17%
RFS
308
Retirement Financial Solutions
Tennessee
$4.14M -$278K -3,394 -6%
MCC
309
Money Concepts Capital
Florida
$4.07M +$136K +1,654 +3%
SWA
310
Stratos Wealth Advisors
Ohio
$4M +$610K +7,445 +18%
TF
311
Trek Financial
Arizona
$3.99M -$1.4M -17,076 -26%
PA
312
Parallel Advisors
California
$3.95M +$116K +1,416 +3%
ODIJL
313
One Day In July LLC
Vermont
$3.94M -$87.6K -1,068 -2%
PFS
314
Prospera Financial Services
Texas
$3.9M -$308K -3,754 -7%
UB
315
UMB Bank
Missouri
$3.88M +$568K +6,929 +17%
TFA
316
Transamerica Financial Advisors
Florida
$3.85M +$3.82M +46,629 +12,368%
MWM
317
MinichMacGregor Wealth Management
New York
$3.85M +$114K +1,396 +3%
QCG
318
Quadrant Capital Group
Ohio
$3.85M -$2.93M -35,719 -43%
SRWM
319
Shira Ridge Wealth Management
California
$3.84M +$2.14M +26,155 +126%
PPP
320
Private Portfolio Partners
New Jersey
$3.83M +$36K +439 +0.9%
BCM
321
Becker Capital Management
Oregon
$3.83M -$710K -8,659 -16%
SL
322
Sentinus LLC
Illinois
$3.83M +$2.25M +27,497 +143%
CGA
323
Crescent Grove Advisors
Illinois
$3.81M +$1.07M +13,045 +39%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$3.73M -$765K -9,335 -17%
TDWM
325
Topel & Distasi Wealth Management
California
$3.7M +$44.2K +539 +1%