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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 %
CIA
376
Concurrent Investment Advisors
Florida
$2.73M +$675K +8,256 +33%
AWMS
377
Advocacy Wealth Management Services
Georgia
$2.7M -$1.48M -18,095 -35%
IFO
378
Independent Family Office
New York
$2.69M +$48.7K +596 +2%
CTA
379
Chesley Taft & Associates
Illinois
$2.68M -$447K -5,465 -14%
VC
380
Veracity Capital
Georgia
$2.67M -$1.46M -17,812 -35%
PP
381
Patten & Patten
Tennessee
$2.67M +$2.67M +32,656 New
MBI
382
May Barnhard Investments
Maryland
$2.67M -$164K -2,005 -6%
FWP
383
Family Wealth Partners
North Carolina
$2.65M -$541K -6,619 -17%
CA
384
Cambridge Associates
Massachusetts
$2.62M -$497K -6,075 -16%
SG Americas Securities
385
SG Americas Securities
New York
$2.61M +$1.95M +23,882 +295%
HL
386
HeadInvest LLC
Maine
$2.6M +$91.2K +1,115 +4%
BRWA
387
B. Riley Wealth Advisors
Florida
$2.57M +$588K +7,268 +30%
IWM
388
IHT Wealth Management
Illinois
$2.55M -$606K -7,406 -19%
ACS
389
Archford Capital Strategies
Illinois
$2.55M -$116K -1,423 -4%
EWM
390
EPG Wealth Management
Georgia
$2.51M +$76.5K +935 +3%
THL
391
Tillman Hartley LLC
Colorado
$2.5M
BFWM
392
Bright Futures Wealth Management
New York
$2.48M +$2.48M +30,369 New
WIM
393
Westside Investment Management
California
$2.48M +$34.3K +419 +1%
WPA
394
West Paces Advisors
Georgia
$2.48M -$363K -4,433 -13%
FAIM
395
Financial Advocates Investment Management
Washington
$2.47M +$427K +5,152 +21%
RWB
396
RMR Wealth Builders
New Jersey
$2.46M +$82 +1 +0%
TFF
397
The Family Firm
Maryland
$2.45M +$223K +2,730 +10%
LFASL
398
Lugano Financial Advisors SA (LFA)
Switzerland
$2.44M -$14.1K -172 -0.6%
Vontobel Holding
399
Vontobel Holding
Switzerland
$2.44M
CB
400
Commerce Bank
Missouri
$2.44M -$54.4K -665 -2%