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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 %
WCP
326
Wick Capital Partners
Pennsylvania
$3.66M -$328K -4,003 -8%
GSEP
327
Golden State Equity Partners
California
$3.62M +$3.62M +44,104 New
Franklin Resources
328
Franklin Resources
California
$3.61M +$239K +2,919 +7%
NPT
329
Nixon Peabody Trust
Massachusetts
$3.59M +$1.49M +18,213 +71%
MWM
330
Meridian Wealth Management
Kentucky
$3.58M +$1.45M +17,716 +68%
AWAU
331
Alliance Wealth Advisors (Utah)
Utah
$3.55M +$3.55M +43,347 New
TW
332
Transform Wealth
Colorado
$3.55M +$3.55M +43,290 New
WAS
333
Winch Advisory Services
Wisconsin
$3.41M -$63.9K -780 -2%
SWA
334
Strata Wealth Advisors
Texas
$3.4M +$29.9K +365 +0.9%
PWP
335
Perfromance Wealth Partners
Illinois
$3.38M -$68.1K -831 -2%
SPIA
336
Steward Partners Investment Advisory
New York
$3.35M -$335K -4,085 -9%
AWM
337
Axxcess Wealth Management
California
$3.33M -$305K -3,720 -8%
PPW
338
Presilium Private Wealth
Pennsylvania
$3.29M -$19.7K -240 -0.6%
PP
339
Patten & Patten
Tennessee
$3.28M +$433K +5,279 +15%
GRP
340
Global Retirement Partners
California
$3.28M +$50.4K +615 +2%
RIA
341
Regal Investment Advisors
Michigan
$3.27M -$347K -4,236 -10%
FDDB
342
Fidelity D&D Bancorp
Pennsylvania
$3.26M +$522K +6,364 +19%
HIA
343
Harbor Investment Advisory
Maryland
$3.25M +$5.08K +62 +0.2%
KPWG
344
KFA Private Wealth Group
Virginia
$3.23M -$849K -10,359 -21%
AWM
345
AE Wealth Management
Kansas
$3.2M -$884K -10,779 -22%
FHC
346
First Heartland Consultants
Missouri
$3.18M +$3.18M +38,836 New
BPA
347
Beacon Pointe Advisors
California
$3.16M -$746K -9,098 -19%
SWP
348
Stratos Wealth Partners
Ohio
$3.15M +$533K +6,506 +20%
AIS
349
American Investment Services
Massachusetts
$3.13M -$194K -2,366 -6%
FT
350
Fiduciary Trust
Massachusetts
$3.11M +$23.8K +290 +0.8%