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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 %
CIA
451
Concurrent Investment Advisors
Florida
$2.07M +$2.07M +25,173 New
NFG
452
Northeast Financial Group
Pennsylvania
$2.05M -$338K -4,114 -14%
CWM
453
Cahaba Wealth Management
Georgia
$2.05M +$112K +1,369 +6%
ACG
454
Allen Capital Group
Nebraska
$2.04M +$1.82M +22,183 +816%
SFC
455
Strategic Financial Concepts
Texas
$2.04M -$410K -5,001 -17%
UB
456
UMB Bank
Missouri
$2.04M -$136K -1,660 -6%
FAIM
457
Financial Advocates Investment Management
Washington
$2.02M -$2.42M -29,457 -54%
BRWA
458
B. Riley Wealth Advisors
Florida
$2.01M -$596K -7,268 -23%
SAM
459
Strategy Asset Managers
California
$2M -$478K -5,830 -19%
CKAIS
460
Christensen King & Associates Investment Services
Washington
$2M +$2M +24,395 New
IF
461
Intrua Financial
Texas
$1.97M +$975K +11,881 +98%
BFC
462
Blue Fin Capital
Rhode Island
$1.97M +$38.1K +465 +2%
HIM
463
Hanlon Investment Management
New Jersey
$1.96M -$6.77M -82,573 -78%
LPAM
464
Lodestar Private Asset Management
California
$1.95M -$189K -2,299 -9%
PAM
465
Peak Asset Management
Colorado
$1.95M +$35.7K +435 +2%
EAMA
466
EFG Asset Management (Americas)
Florida
$1.95M +$23.5K +287 +1%
WANY
467
Wealthspire Advisors (New York)
New York
$1.95M -$1.88M -22,959 -49%
RBCM
468
Raub Brock Capital Management
California
$1.94M -$60.7K -740 -3%
PCIA
469
Prime Capital Investment Advisors
Kansas
$1.93M +$954K +11,631 +97%
DWM
470
Drive Wealth Management
Utah
$1.92M -$96.3K -1,174 -5%
KJHP
471
K.J. Harrison & Partners
Ontario, Canada
$1.9M +$98.4K +1,200 +5%
MWM
472
Meridian Wealth Management
Kentucky
$1.9M +$1.9M +23,184 New
LFA
473
LifeGuide Financial Advisors
Pennsylvania
$1.89M -$65.1K -793 -3%
KWMG
474
King Wealth Management Group
Florida
$1.88M -$384K -4,678 -17%
FCT
475
First Community Trust
Iowa
$1.87M +$548K +6,674 +41%