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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
Thrivent Financial for Lutherans
326
Thrivent Financial for Lutherans
Minnesota
$3.73M -$767K -9,335 -17%
TDWM
327
Topel & Distasi Wealth Management
California
$3.7M +$44.3K +539 +1%
WCP
328
Wick Capital Partners
Pennsylvania
$3.66M -$329K -4,003 -8%
GSEP
329
Golden State Equity Partners
California
$3.62M +$3.63M +44,104 New
Franklin Resources
330
Franklin Resources
California
$3.61M +$240K +2,919 +7%
NPT
331
Nixon Peabody Trust
Massachusetts
$3.59M +$1.5M +18,213 +71%
MWM
332
Meridian Wealth Management
Kentucky
$3.58M +$1.46M +17,716 +68%
AWAU
333
Alliance Wealth Advisors (Utah)
Utah
$3.55M +$3.56M +43,347 New
TW
334
Transform Wealth
Colorado
$3.55M +$3.56M +43,290 New
WAS
335
Winch Advisory Services
Wisconsin
$3.41M -$64.1K -780 -2%
SWA
336
Strata Wealth Advisors
Texas
$3.4M +$30K +365 +0.9%
PWP
337
Perfromance Wealth Partners
Illinois
$3.38M -$68.3K -831 -2%
SPIA
338
Steward Partners Investment Advisory
New York
$3.35M -$336K -4,085 -9%
AWM
339
Axxcess Wealth Management
California
$3.33M -$306K -3,720 -8%
PPW
340
Presilium Private Wealth
Pennsylvania
$3.29M -$19.7K -240 -0.6%
PP
341
Patten & Patten
Tennessee
$3.28M +$434K +5,279 +15%
GRP
342
Global Retirement Partners
California
$3.28M +$50.6K +615 +2%
RIA
343
Regal Investment Advisors
Michigan
$3.27M -$348K -4,236 -10%
FDDB
344
Fidelity D&D Bancorp
Pennsylvania
$3.26M +$523K +6,364 +19%
HIA
345
Harbor Investment Advisory
Maryland
$3.25M +$5.1K +62 +0.2%
KPWG
346
KFA Private Wealth Group
Virginia
$3.23M -$852K -10,359 -21%
AWM
347
AE Wealth Management
Kansas
$3.2M -$886K -10,779 -22%
FHC
348
First Heartland Consultants
Missouri
$3.18M +$3.19M +38,836 New
BPA
349
Beacon Pointe Advisors
California
$3.16M -$748K -9,098 -19%
SWP
350
Stratos Wealth Partners
Ohio
$3.15M +$535K +6,506 +20%