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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 %
AFG
401
Atomi Financial Group
New York
$2.38M -$99.4K -1,196 -4%
WCM
402
Wealthcare Capital Management
Virginia
$2.38M +$33.8K +407 +1%
LHC
403
Little House Capital
Massachusetts
$2.37M +$20.4K +245 +0.9%
PMG
404
ProVise Management Group
Florida
$2.34M +$1.84M +22,162 +369%
GFA
405
Gallagher Fiduciary Advisors
Illinois
$2.34M +$74K +890 +3%
NIWA
406
New Insight Wealth Advisors
California
$2.33M +$2.33M +27,965 New
AWM
407
Apollon Wealth Management
South Carolina
$2.32M -$156K -1,878 -6%
CIA
408
Concurrent Investment Advisors
Florida
$2.31M -$99.8K -1,200 -4%
VC
409
Veracity Capital
Georgia
$2.3M -$219K -2,632 -9%
EAMA
410
EFG Asset Management (Americas)
Florida
$2.26M +$22.5K +270 +1%
TC
411
TownSquare Capital
Utah
$2.24M -$23M -276,338 -91%
VFA
412
Voya Financial Advisors
Connecticut
$2.23M +$614K +7,373 +38%
TFF
413
The Family Firm
Maryland
$2.21M +$39.9K +480 +2%
CU
414
Cornell University
New York
$2.2M -$1.27M -15,300 -37%
RCAG
415
Rehmann Capital Advisory Group
Michigan
$2.2M +$12.6K +152 +0.6%
PFM
416
Phillips Financial Management
Indiana
$2.19M -$81.1K -975 -4%
PEA
417
Park Edge Advisors
Ohio
$2.18M -$692K -8,325 -24%
BRWA
418
B. Riley Wealth Advisors
Florida
$2.17M +$40.4K +486 +2%
CB
419
Commerce Bank
Missouri
$2.16M -$326K -3,925 -13%
RA
420
RFG Advisory
Alabama
$2.16M -$755K -9,083 -26%
MWM
421
Meridian Wealth Management
Kentucky
$2.15M +$2.15M +25,913 New
CAGAS
422
Capital Advisory Group Advisory Services
Minnesota
$2.14M +$9.98K +120 +0.5%
MI
423
Motiv8 Investments
Florida
$2.13M -$260K -3,129 -11%
CV
424
Counterweight Ventures
North Carolina
$2.13M -$1.78M -21,420 -46%
CAM
425
Cresset Asset Management
Illinois
$2.13M +$283K +3,405 +15%
15 16
17
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