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iShares 1-3 Year Treasury Bond ETF

1,085 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 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $3.27M

5% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $19.3B → $18.5B (-$757M)

1.21% less ownership

Funds ownership: 77.48%76.27% (-1.2%)

2% less funds holding

Funds holding: 1,1051,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 8578 (-7)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 456

Holders
1,085
Holders Change
-20
Holders Change %
-1.81%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
103
Increased
381
Reduced
456
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
26
Cerity Partners OCIO
New York
$129M +$129M +1,580,837 New
Wealthfront Advisers
27
Wealthfront Advisers
California
$126M +$8.24M +101,302 +7%
Members Trust
28
Members Trust
Florida
$121M -$1.14M -14,070 -0.9%
MMI
29
Matson Money Inc
Ohio
$113M +$1.66M +20,456 +1%
Osaic Holdings
30
Osaic Holdings
Arizona
$109M -$25.5M -313,726 -19%
SI
31
Stephens Inc
Arkansas
$109M +$518K +6,363 +0.5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$98M -$2.43M -29,888 -2%
TPCW
33
TD Private Client Wealth
New York
$90.6M +$2.46M +30,196 +3%
ST
34
Smithfield Trust
Pennsylvania
$84.4M +$16.3M +200,455 +24%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$80.3M +$1.6M +19,627 +2%
US Bancorp
36
US Bancorp
Minnesota
$69.6M -$17.1M -210,579 -20%
Renaissance Technologies
37
Renaissance Technologies
New York
$69.2M +$29.7M +364,878 +76%
MML Investors Services
38
MML Investors Services
Massachusetts
$67.9M -$4.08M -50,157 -6%
HighTower Advisors
39
HighTower Advisors
Illinois
$64M -$8.81M -108,224 -12%
Goldman Sachs
40
Goldman Sachs
New York
$63.6M -$13.3M -163,911 -17%
CRC
41
Curi RMB Capital
Illinois
$60.5M +$1.24M +15,302 +2%
SC
42
Syon Capital
California
$59M +$974K +11,970 +2%
BIAS
43
Beacon Investment Advisory Services
New Jersey
$56.9M +$622K +7,641 +1%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$56.8M +$51.4K +632 +0.1%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$52.9M -$17.8M -218,368 -25%
BFG
46
Bleakley Financial Group
New Jersey
$52.6M -$5.6M -68,848 -10%
SW
47
Simplicity Wealth
New Jersey
$52.6M -$5.6M -68,848 -10%
Amundi
48
Amundi
France
$50.6M +$21.4M +262,500 +73%
GAG
49
GM Advisory Group
New York
$50.6M +$2.07M +25,398 +4%
SAM
50
Scopus Asset Management
New York
$50.5M