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

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$175M
2
BL
Balentine LLC
Georgia
$1.08M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$45.3M
4
MMI
Matson Money Inc
Ohio
$0
5
CPO
Cerity Partners OCIO
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBI
376
May Barnhard Investments
Maryland
$2.63M -$120K -1,449 -4%
COCM
377
Charter Oak Capital Management
New Hampshire
$2.62M -$81.9K -985 -3%
ACS
378
Archford Capital Strategies
Illinois
$2.62M -$30.4K -368 -1%
HL
379
HeadInvest LLC
Maine
$2.61M +$61.5K +740 +2%
JE
380
JMAC Enterprises
Pennsylvania
$2.59M -$153K -1,843 -6%
PTP
381
Platform Technology Partners
New York
$2.59M -$387K -4,651 -13%
CTA
382
Chesley Taft & Associates
Illinois
$2.58M -$30.8K -370 -1%
WIM
383
Westside Investment Management
California
$2.56M +$47.9K +576 +2%
FA
384
Fiduciary Alliance
South Carolina
$2.56M +$2M +24,067 +356%
CW
385
CreativeOne Wealth
Kansas
$2.54M +$363K +4,362 +17%
THL
386
Tillman Hartley LLC
Colorado
$2.53M +$1.16K +14 +0%
FWP
387
Family Wealth Partners
North Carolina
$2.51M -$189K -2,267 -7%
CFGS
388
Concourse Financial Group Securities
Alabama
$2.51M -$673K -8,093 -21%
HI
389
Hudock Inc
Pennsylvania
$2.51M -$1.5M -18,077 -37%
RWB
390
RMR Wealth Builders
New Jersey
$2.5M +$249 +3 +0%
Russell Investments Group
391
Russell Investments Group
United Kingdom
$2.49M – – –
PIM
392
Penobscot Investment Management
Massachusetts
$2.49M -$380K -4,575 -13%
PS
393
Principal Securities
Iowa
$2.46M -$36.3K -436 -1%
WFAG
394
Wescott Financial Advisory Group
Pennsylvania
$2.44M +$152K +1,831 +7%
Vontobel Holding
395
Vontobel Holding
Switzerland
$2.44M – – –
JWCA
396
J.W. Cole Advisors
Florida
$2.43M +$852K +10,246 +54%
BFC
397
Blue Fin Capital
Rhode Island
$2.41M +$41.8K +503 +2%
WAP
398
Wealthcare Advisory Partners
Pennsylvania
$2.4M -$13.3M -160,511 -85%
LFASL
399
Lugano Financial Advisors SA (LFA)
Switzerland
$2.4M +$156K +1,881 +7%
EWM
400
EPG Wealth Management
Georgia
$2.39M +$2.39M +28,793 New
14 15
16
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