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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.11B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$515M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$704M
4
LPL Financial
4
LPL Financial
California
$554M
5
Barclays
5
Barclays
United Kingdom
$229M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$175M
2
BL
2
Balentine LLC
Georgia
$1.08M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$45.3M
4
MMI
4
Matson Money Inc
Ohio
$0
5
CPO
5
Cerity Partners OCIO
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
351
ORG Partners
Indiana
$2.97M +$1.28M +15,418 +76%
Wolverine Trading
352
Wolverine Trading
Illinois
$2.96M -$17.3M -207,709 -85%
TIAM2
353
Tru Independence Asset Management 2
Oregon
$2.93M +$2.93M +35,252 New
SFA
354
Sequoia Financial Advisors
Ohio
$2.89M -$10.7M -128,165 -79%
PP
355
Patten & Patten
Tennessee
$2.89M +$390K +4,688 +16%
NFW
356
Noble Family Wealth
Florida
$2.88M -$230K -2,768 -7%
LWANC
357
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.87M -$89K -1,070 -3%
ATFA
358
All Terrain Financial Advisors
Minnesota
$2.86M +$729K +8,767 +34%
CFG
359
Carr Financial Group
Massachusetts
$2.83M -$270K -3,248 -9%
AI
360
Atria Investments
North Carolina
$2.8M -$5.05M -60,787 -64%
SC
361
Sykon Capital
New York
$2.79M +$2.79M +33,580 New
FDDB
362
Fidelity D&D Bancorp
Pennsylvania
$2.78M +$445K +5,349 +19%
CGA
363
Crescent Grove Advisors
Illinois
$2.78M +$658K +7,915 +31%
EF
364
Empowered Funds
Pennsylvania
$2.76M +$1.45M +17,525 +111%
BW
365
Bison Wealth
Georgia
$2.74M -$191K -2,298 -7%
JSC
366
Jackson Square Capital
California
$2.74M +$2.74M +32,944 New
ACM
367
Avalon Capital Management
California
$2.73M +$183K +2,197 +7%
ATPW
368
Ashton Thomas Private Wealth
Arizona
$2.71M +$317K +3,807 +13%
AFP
369
Ausdal Financial Partners
Iowa
$2.71M -$72.8K -875 -3%
BFWM
370
Bright Futures Wealth Management
New York
$2.69M +$69.8K +848 +3%
HBWM
371
Hollow Brook Wealth Management
New York
$2.68M +$366K +4,406 +16%
BL
372
BFSG LLC
California
$2.67M +$2.05M +24,634 +327%
MLM
373
Mount Lucas Management
Pennsylvania
$2.67M -$1.3M -15,631 -33%
SIC
374
Samalin Investment Counsel
New York
$2.67M +$112K +1,351 +4%
SWP
375
Stratos Wealth Partners
Ohio
$2.65M -$588K -7,069 -18%
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