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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$946M
2
EP
2
Essential Planning
New Hampshire
$202M
3
AssetMark Inc
3
AssetMark Inc
California
$334M
4
Ameriprise
4
Ameriprise
Minnesota
$291M
5
Bank of America
5
Bank of America
North Carolina
$1.25B

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
2
BlackRock
New York
$1.38B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.83B
4
Barclays
4
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
351
ORG Partners
Indiana
$3.09M +$168K +2,049 +6%
CW
352
CreativeOne Wealth
Kansas
$3.07M +$567K +6,914 +23%
PBO
353
Peoples Bank (Ohio)
Ohio
$3.04M +$69.5K +848 +2%
KWM
354
Kiker Wealth Management
Georgia
$3.04M +$3.04M +37,037 New
MFG
355
Magnus Financial Group
New York
$3.01M +$2.59M +31,538 +613%
TIAM2
356
Tru Independence Asset Management 2
Oregon
$2.98M +$89.9K +1,097 +3%
NCM
357
New Capital Management
Texas
$2.95M -$16.6K -203 -0.6%
SPP
358
Single Point Partners
Massachusetts
$2.94M +$2.94M +35,908 New
HBWM
359
Hollow Brook Wealth Management
New York
$2.94M +$293K +3,572 +11%
PWA
360
Principia Wealth Advisory
Texas
$2.93M +$2.93M +35,705 New
CI
361
CPR Investments
Michigan
$2.93M -$316K -3,859 -10%
PAM
362
Peak Asset Management
Colorado
$2.9M +$1.54M +18,784 +113%
PPH
363
Pure Portfolios Holdings
Oregon
$2.88M -$606K -7,395 -17%
ATFA
364
All Terrain Financial Advisors
Minnesota
$2.87M +$52.1K +635 +2%
FPW
365
Flagship Private Wealth
Massachusetts
$2.86M -$1.66M -20,211 -37%
BAM
366
Berkshire Asset Management
Pennsylvania
$2.77M -$492K -5,986 -15%
MBI
367
May Barnhard Investments
Maryland
$2.76M +$168K +2,044 +6%
WFAG
368
Wescott Financial Advisory Group
Pennsylvania
$2.7M +$299K +3,650 +12%
FWP
369
Family Wealth Partners
North Carolina
$2.67M +$195K +2,377 +8%
FAIM
370
Financial Advocates Investment Management
Washington
$2.66M -$1.56M -19,082 -37%
IAG
371
Investment Advisory Group
Massachusetts
$2.66M +$691K +8,428 +35%
SIC
372
Samalin Investment Counsel
New York
$2.66M +$23.8K +290 +0.9%
AFP
373
Ausdal Financial Partners
Iowa
$2.65M -$13.3K -162 -0.5%
HL
374
HeadInvest LLC
Maine
$2.64M +$65.8K +803 +3%
WCM
375
Wealthcare Capital Management
Virginia
$2.62M +$273K +3,331 +12%
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15
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