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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
TDWM
351
Topel & Distasi Wealth Management
California
$3.61M +$89.7K +1,093 +3%
FFA
352
First Foundation Advisors
California
$3.61M -$373K -4,542 -9%
SFA
353
Sequoia Financial Advisors
Ohio
$3.55M +$2.62M +31,978 +284%
PTP
354
Platform Technology Partners
New York
$3.51M -$719K -8,789 -17%
ODIJL
355
One Day In July LLC
Vermont
$3.5M -$439K -5,353 -11%
MLM
356
Mount Lucas Management
Pennsylvania
$3.49M -$19.8M -240,936 -85%
AIC
357
Anthracite Investment Company
Texas
$3.49M +$3.49M +42,500 New
PPW
358
Presilium Private Wealth
Pennsylvania
$3.47M +$3.47M +42,323 New
CFG
359
Citizens Financial Group
Rhode Island
$3.47M +$123K +1,499 +4%
BFW
360
Brady Family Wealth
Missouri
$3.44M +$525K +6,398 +18%
NFW
361
Noble Family Wealth
Florida
$3.38M -$124K -1,510 -4%
Focus Partners Wealth
362
Focus Partners Wealth
Massachusetts
$3.31M +$3.31M +40,356 New
HIA
363
Harbor Investment Advisory
Maryland
$3.3M -$69.6K -848 -2%
ONB
364
Old National Bancorp
Indiana
$3.3M
COCM
365
Charter Oak Capital Management
New Hampshire
$3.3M -$398K -4,855 -11%
NCM
366
New Capital Management
Texas
$3.23M -$6.91M -84,223 -68%
SYBT
367
Stock Yards Bank & Trust
Kentucky
$3.23M +$1.63M +19,815 +101%
FWP
368
Family Wealth Partners
North Carolina
$3.2M +$3.2M +39,029 New
IWM
369
IHT Wealth Management
Illinois
$3.17M -$32.1K -391 -1%
FGA
370
Fortis Group Advisors
New Jersey
$3.14M +$28.7K +349 +0.9%
CTA
371
Chesley Taft & Associates
Illinois
$3.13M +$207K +2,525 +7%
CA
372
Cambridge Associates
Massachusetts
$3.12M
RJT
373
Raymond James Trust
Florida
$3.08M -$154K -1,878 -5%
BCM
374
Boltwood Capital Management
California
$3.07M +$3.07M +37,435 New
SPP
375
Single Point Partners
Massachusetts
$3.06M -$38.3K -467 -1%