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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MLM
351
Mount Lucas Management
Pennsylvania
$3.27M -$209K -2,561 -6%
HIA
352
Harbor Investment Advisory
Maryland
$3.23M -$59.5K -727 -2%
NFW
353
Noble Family Wealth
Florida
$3.22M -$153K -1,874 -5%
OFS
354
OneAscent Financial Services
Alabama
$3.17M +$2.03M +24,860 +179%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$3.13M -$86.9K -1,063 -3%
EGA
356
Eagle Global Advisors
Texas
$3.12M -$21.4M -261,605 -87%
SWP
357
Stratos Wealth Partners
Ohio
$3.1M +$643K +7,859 +26%
CAG
358
Csenge Advisory Group
Florida
$3.09M +$1.44M +17,620 +88%
MI
359
Motiv8 Investments
Florida
$3.08M +$983K +12,015 +47%
PBO
360
Peoples Bank (Ohio)
Ohio
$3.08M +$195K +2,381 +7%
NCM
361
New Capital Management
Texas
$3M -$223K -2,726 -7%
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.98M -$10.4K -127 -0.3%
GM
363
GeoWealth Management
Illinois
$2.98M +$1.57M +19,247 +112%
IA
364
IFP Advisors
Florida
$2.97M -$724K -8,859 -20%
NP
365
NorthRock Partners
Minnesota
$2.97M +$131K +1,599 +5%
VFA
366
Values First Advisors
Tennessee
$2.95M +$215K +2,626 +8%
SPP
367
Single Point Partners
Massachusetts
$2.95M -$99.2K -1,213 -3%
COCM
368
Charter Oak Capital Management
New Hampshire
$2.95M -$338K -4,130 -10%
BGI
369
BlueDrive Global Investors
United Kingdom
$2.91M
BW
370
Bison Wealth
Georgia
$2.89M -$882K -10,788 -23%
SWM
371
Spire Wealth Management
Virginia
$2.88M -$2.15M -26,247 -43%
RA
372
RFG Advisory
Alabama
$2.86M +$154K +1,879 +6%
NB
373
NBT Bank
New York
$2.83M +$670K +8,187 +31%
CGA
374
Crescent Grove Advisors
Illinois
$2.8M +$50.6K +619 +2%
GRP
375
Global Retirement Partners
California
$2.77M +$371K +4,537 +15%