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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,154 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$946M
2
EP
2
Essential Planning
New Hampshire
$202M
3
AssetMark Inc
3
AssetMark Inc
California
$334M
4
Ameriprise
4
Ameriprise
Minnesota
$291M
5
Bank of America
5
Bank of America
North Carolina
$1.25B

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
2
BlackRock
New York
$1.38B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.83B
4
Barclays
4
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
426
MMBG Investment Advisors
Florida
$2.15M +$358K +4,370 +20%
CB
427
Community Bank
New York
$2.15M +$233K +2,838 +12%
AWM
428
Aries Wealth Management
Maine
$2.14M +$212K +2,592 +11%
CB
429
Commerce Bank
Missouri
$2.14M +$4.92K +60 +0.2%
RA
430
RFG Advisory
Alabama
$2.14M +$9.18K +112 +0.4%
CV
431
Counterweight Ventures
North Carolina
$2.13M +$31.3K +382 +1%
TA
432
TFB Advisors
Kansas
$2.13M +$964K +11,757 +83%
MWM
433
Modera Wealth Management
New Jersey
$2.13M +$619K +7,546 +41%
CAM
434
Cresset Asset Management
Illinois
$2.12M +$26K +317 +1%
ML
435
McAdam LLC
Pennsylvania
$2.12M -$1.03M -12,554 -33%
PFG
436
Pacific Financial Group
Washington
$2.11M +$18.9K +231 +0.9%
FA
437
Freestate Advisors
Kansas
$2.11M +$236K +2,874 +13%
PEA
438
Park Edge Advisors
Ohio
$2.11M -$42.9K -523 -2%
CKAIS
439
Christensen King & Associates Investment Services
Washington
$2.09M +$312K +3,820 +18%
DLCIG
440
D.L. Carlson Investment Group
New Hampshire
$2.08M +$8.53K +104 +0.4%
GVAG
441
Great Valley Advisor Group
Delaware
$2.07M +$96.4K +1,176 +5%
LFASL
442
Lugano Financial Advisors SA (LFA)
Switzerland
$2.06M -$300K -3,662 -13%
CAG
443
Cypress Advisory Group
Arizona
$2.05M +$2.05M +25,055 New
AWM
444
Avior Wealth Management
Nebraska
$2.05M -$44.4K -541 -2%
KFG
445
Kelly Financial Group
Connecticut
$2.04M +$2.04M +24,923 New
4WM
446
4J Wealth Management
Virginia
$2.03M -$52.8K -644 -3%
GWANC
447
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.02M +$2.02M +24,646 +2,464,600%
CCA
448
Conservest Capital Advisors
Pennsylvania
$2M +$2M +24,413 New
PTP
449
Platform Technology Partners
New York
$1.99M -$555K -6,771 -22%
SFG
450
Stonebridge Financial Group
Pennsylvania
$1.99M +$1.99M +24,295 New
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