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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.99B
2
BlackRock
BlackRock
New York
$1.52B
3
Cerity Partners
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
Bank of America
North Carolina
$952M
3
AssetMark Inc
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
Charles Schwab
California
$268M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
426
4J Wealth Management
Virginia
$2.33M -$242K -2,954 -9%
DWA
427
Delos Wealth Advisors
Texas
$2.33M +$18.2K +222 +0.8%
WCM
428
Wealthcare Capital Management
Virginia
$2.32M -$12.3M -149,901 -84%
SIC
429
Samalin Investment Counsel
New York
$2.3M +$34.8K +424 +2%
PFM
430
Phillips Financial Management
Indiana
$2.29M +$38.6K +471 +2%
WS
431
Wedbush Securities
California
$2.26M -$496K -6,041 -18%
PAG
432
Private Advisory Group
Washington
$2.26M +$2.26M +27,487 New
BMCM
433
Burns Matteson Capital Management
New York
$2.24M -$11.1M -135,154 -83%
TFF
434
The Family Firm
Maryland
$2.23M -$408K -4,970 -15%
PIM
435
Penobscot Investment Management
Massachusetts
$2.23M +$476K +5,800 +27%
GBWM
436
Granite Bay Wealth Management
New Hampshire
$2.2M -$163K -2,010 -7%
FTS
437
Fifth Third Securities
Ohio
$2.19M -$2.98M -36,320 -58%
CTI
438
Community Trust & Investment
Kentucky
$2.19M +$38.8K +473 +2%
JWCA
439
J.W. Cole Advisors
Florida
$2.17M +$325K +3,964 +18%
NB
440
NBT Bank
New York
$2.17M +$302K +3,683 +16%
IIC
441
Ironwood Investment Counsel
Arizona
$2.16M -$67.4K -822 -3%
DADC
442
D.A. Davidson & Co
Montana
$2.16M +$90.4K +1,102 +4%
VP
443
Verum Partners
North Carolina
$2.14M +$23.1K +282 +1%
TA
444
TFB Advisors
Kansas
$2.13M +$2.13M +25,991 New
WFAG
445
Wescott Financial Advisory Group
Pennsylvania
$2.12M -$515K -6,282 -20%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$2.11M -$13.5M -164,763 -86%
CAG
447
Crestwood Advisors Group
Massachusetts
$2.11M -$331K -4,038 -14%
MI
448
Motiv8 Investments
Florida
$2.11M +$2.11M +25,699 New
TWM
449
TriaGen Wealth Management
California
$2.07M -$205K -2,497 -9%
IWN
450
Independent Wealth Network
Iowa
$2.07M +$82K +1,000 +4%
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