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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
15.63%
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 %
LPAM
451
Lodestar Private Asset Management
California
$1.8M -$165K -2,021 -8%
PWG
452
Portside Wealth Group
Utah
$1.79M -$2M -24,526 -53%
MIA
453
MMBG Investment Advisors
Florida
$1.79M
CKAIS
454
Christensen King & Associates Investment Services
Washington
$1.77M -$23.4K -286 -1%
PA
455
Perennial Advisors
New York
$1.77M +$75.4K +924 +4%
WPA
456
West Paces Advisors
Georgia
$1.76M -$716K -8,775 -29%
SIA
457
SkyView Investment Advisors
New Jersey
$1.76M
CIBC World Market
458
CIBC World Market
Ontario, Canada
$1.72M -$211K -2,579 -11%
KWMG
459
King Wealth Management Group
Florida
$1.72M -$70.6K -865 -4%
WP
460
WealthShield Partners
North Carolina
$1.71M +$32.3K +395 +2%
IIC
461
Ironwood Investment Counsel
Arizona
$1.69M -$180K -2,202 -10%
AWA
462
Acorn Wealth Advisors
Michigan
$1.68M -$270K -3,311 -14%
ACM
463
Alamar Capital Management
California
$1.68M +$1.68M +20,585 New
IAG
464
Investment Advisory Group
Massachusetts
$1.66M -$23K -282 -1%
Northern Trust
465
Northern Trust
Illinois
$1.65M -$202K -2,474 -11%
WHCFA
466
William Howard & Co Financial Advisors
Tennessee
$1.65M +$3.18K +39 +0.2%
TCM
467
Towercrest Capital Management
Pennsylvania
$1.65M +$118K +1,440 +8%
OP
468
ORG Partners
Indiana
$1.65M +$1.65M +20,236 New
MCM
469
MV Capital Management
Maryland
$1.64M +$58.2K +713 +4%
IWN
470
Independent Wealth Network
Iowa
$1.62M -$488K -5,982 -23%
G
471
GenTrust
Florida
$1.62M +$735 +9 +0%
OCBCO
472
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.6M
FCP
473
Fidelis Capital Partners
Florida
$1.6M +$1.6M +19,437 New
NL
474
NVWM LLC
Pennsylvania
$1.6M -$258K -3,154 -14%
RC
475
Roundview Capital
New Jersey
$1.59M +$97.7K +1,196 +7%