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iShares 1-3 Year Treasury Bond ETF

1,075 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 380 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-24
Holders Change %
-2.18%
% of All Funds
15.64%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
100
Increased
380
Reduced
453
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
MI
401
Motiv8 Investments
Florida
$2.35M -$730K -8,939 -24%
BFC
402
Blue Fin Capital
Rhode Island
$2.33M +$226K +2,764 +11%
CTA
403
Camelot Technology Advisors
California
$2.31M -$31.8K -390 -1%
LHC
404
Little House Capital
Massachusetts
$2.3M +$1.98M +24,310 +624%
WCM
405
Wealthcare Capital Management
Virginia
$2.3M -$3.84K -47 -0.2%
FDDB
406
Fidelity D&D Bancorp
Pennsylvania
$2.29M +$1.29M +15,857 +129%
IWM
407
IHT Wealth Management
Illinois
$2.29M -$260K -3,183 -10%
HBWM
408
Hollow Brook Wealth Management
New York
$2.27M +$412K +5,052 +22%
WFAG
409
Wescott Financial Advisory Group
Pennsylvania
$2.25M +$126K +1,539 +6%
PFM
410
Phillips Financial Management
Indiana
$2.23M -$10K -123 -0.4%
GFA
411
Gallagher Fiduciary Advisors
Illinois
$2.22M +$1.36M +16,676 +158%
PFG
412
Pacific Financial Group
Washington
$2.2M -$147K -1,800 -6%
EAMA
413
EFG Asset Management (Americas)
Florida
$2.2M +$507K +6,214 +30%
LFASL
414
Lugano Financial Advisors SA (LFA)
Switzerland
$2.2M -$240K -2,934 -10%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$2.15M +$83.3K +1,020 +4%
CW
416
CreativeOne Wealth
Kansas
$2.14M +$19.9K +244 +0.9%
TFF
417
The Family Firm
Maryland
$2.13M -$314K -3,851 -13%
GI
418
GLOBALT Investments
Georgia
$2.12M +$474K +5,800 +29%
CAGAS
419
Capital Advisory Group Advisory Services
Minnesota
$2.09M +$306K +3,746 +17%
ATFA
420
All Terrain Financial Advisors
Minnesota
$2.09M +$344K +4,219 +20%
BRWA
421
B. Riley Wealth Advisors
Florida
$2.09M -$503K -6,166 -19%
CGA
422
Crescent Grove Advisors
Illinois
$2.08M -$718K -8,793 -26%
4WM
423
4J Wealth Management
Virginia
$2.08M -$215K -2,634 -9%
JSSH
424
J. Safra Sarasin Holding
$2.04M +$2.04M +25,000 New
DLCIG
425
D.L. Carlson Investment Group
New Hampshire
$2.04M +$173K +2,123 +9%