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iShares 1-3 Year Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
IFO
401
Independent Family Office
New York
$2.65M -$36.9K -450 -1%
PA
402
Probity Advisors
Texas
$2.6M -$1.68M -20,430 -39%
TCM
403
Towercrest Capital Management
Pennsylvania
$2.58M +$155K +1,892 +6%
MMA
404
Miracle Mile Advisors
California
$2.58M +$2.58M +31,419 New
RC
405
Rovin Capital
Arizona
$2.54M -$10.2M -123,863 -80%
RIA
406
Realta Investment Advisors
Delaware
$2.54M +$131K +1,599 +5%
PFG
407
Pacific Financial Group
Washington
$2.52M +$231K +2,816 +10%
NAM
408
NTV Asset Management
West Virginia
$2.52M -$576K -7,022 -19%
HL
409
HeadInvest LLC
Maine
$2.52M -$18.2K -222 -0.7%
FCI
410
Financial Counselors Inc
Kansas
$2.51M +$27.6K +336 +1%
THL
411
Tillman Hartley LLC
Colorado
$2.5M +$7.22K +88 +0.3%
CB
412
Commerce Bank
Missouri
$2.5M -$608K -7,416 -20%
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
$2.49M -$9.19K -112 -0.4%
TCM
414
Twele Capital Management
Minnesota
$2.49M +$3.04K +37 +0.1%
SWP
415
Stratos Wealth Partners
Ohio
$2.47M -$2.79M -33,981 -53%
RWB
416
RMR Wealth Builders
New Jersey
$2.47M -$7.71K -94 -0.3%
LFASL
417
Lugano Financial Advisors SA (LFA)
Switzerland
$2.46M -$1.12M -13,605 -31%
MCM
418
Mainstay Capital Management
Michigan
$2.46M -$414K -5,051 -14%
WIM
419
Westside Investment Management
California
$2.45M +$82.4K +1,004 +3%
Vontobel Holding
420
Vontobel Holding
Switzerland
$2.45M +$209K +2,545 +9%
EWM
421
EPG Wealth Management
Georgia
$2.43M +$144K +1,768 +6%
GRP
422
Global Retirement Partners
California
$2.42M -$625K -7,601 -21%
CCA
423
Clearwater Capital Advisors
Illinois
$2.41M +$2.41M +29,369 New
SCM
424
Spreng Capital Management
Ohio
$2.39M +$120K +1,461 +5%
CTA
425
Camelot Technology Advisors
California
$2.34M +$2.34M +28,571 New