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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
BlackRock
2
BlackRock
New York
$1.52B
3
Cerity Partners
3
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
AssetMark Inc
3
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
5
Charles Schwab
California
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
376
MSH Capital Advisors
Arizona
$3.04M -$96.7K -1,179 -3%
SPIA
377
Steward Partners Investment Advisory
New York
$3M +$179K +2,186 +6%
LWANC
378
Laurel Wealth Advisors (North Carolina)
North Carolina
$3M +$445K +5,422 +17%
Brown Advisory
379
Brown Advisory
Maryland
$2.97M -$400K -4,871 -12%
DC
380
Davenport & Co
Virginia
$2.94M +$1.78M +21,681 +154%
FFA
381
Farther Finance Advisors
California
$2.93M +$2.52M +30,719 +611%
RIS
382
Retirement Income Solutions
Michigan
$2.92M -$1.08M -13,176 -27%
BGI
383
BlueDrive Global Investors
United Kingdom
$2.91M +$2.91M +35,526 New
PBO
384
Peoples Bank (Ohio)
Ohio
$2.89M +$82.5K +1,005 +3%
FCA
385
FinTrust Capital Advisors
South Carolina
$2.86M +$26.5K +323 +0.9%
AFP
386
Ausdal Financial Partners
Iowa
$2.85M +$23.8K +290 +0.8%
WPA
387
West Paces Advisors
Georgia
$2.85M -$271K -3,300 -9%
NP
388
NorthRock Partners
Minnesota
$2.84M +$1.11M +13,472 +64%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$2.84M +$1.21M +14,773 +74%
MBI
390
May Barnhard Investments
Maryland
$2.84M +$2.84M +34,617 New
MFG
391
Magnus Financial Group
New York
$2.78M +$1.09M +13,262 +64%
CGA
392
Crescent Grove Advisors
Illinois
$2.76M +$585K +7,125 +27%
CA
393
CoreCap Advisors
Michigan
$2.75M +$105K +1,278 +4%
SAM
394
Smartleaf Asset Management
Massachusetts
$2.75M +$2.75M +33,501 New
VFA
395
Values First Advisors
Tennessee
$2.75M +$1.01M +12,332 +58%
RA
396
RFG Advisory
Alabama
$2.72M +$1.02M +12,393 +60%
HT
397
Headlands Technologies
Illinois
$2.7M +$2.7M +32,970 New
ACS
398
Archford Capital Strategies
Illinois
$2.68M +$278K +3,390 +12%
PWG
399
Portside Wealth Group
Utah
$2.66M -$3.64M -44,382 -58%
RWA
400
Roberts Wealth Advisors
California
$2.65M -$101K -411 -4%
14 15
16
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