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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 %
SFG
501
Summit Financial Group
West Virginia
$1.63M -$69K -841 -4%
NWM
502
Northwest Wealth Management
Iowa
$1.63M -$306K -3,732 -16%
CWM
503
Congress Wealth Management
Massachusetts
$1.63M -$394K -4,803 -19%
ClearBridge Investments
504
ClearBridge Investments
New York
$1.63M -$1.34M -16,293 -45%
CB
505
Community Bank
New York
$1.61M +$1.33M +16,184 +466%
VFA
506
Voya Financial Advisors
Connecticut
$1.59M -$122K -1,490 -7%
BS
507
Banco Santander
Spain
$1.57M -$17.4M -212,533 -92%
WH
508
Whitcomb & Hess
Ohio
$1.57M -$4.18K -51 -0.3%
MPPLM
509
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.57M -$2.17M -26,507 -58%
VWM
510
Vigilare Wealth Management
Arizona
$1.56M -$6.96M -84,847 -82%
CSPIA
511
Cary Street Partners Investment Advisory
Virginia
$1.55M -$97.3K -1,186 -6%
WIC
512
Whitegate Investment Counselors
New Hampshire
$1.55M -$80K -975 -5%
BTI
513
Blue Trust Inc
Georgia
$1.53M -$1.62M -19,985 -51%
EAM
514
Eagle Asset Management
Florida
$1.53M -$155K -1,895 -9%
RC
515
Roundview Capital
New Jersey
$1.53M +$1.19M +14,538 +357%
CWA
516
Consilio Wealth Advisors
Washington
$1.52M +$37.2K +454 +3%
HKIMG
517
Hutchens & Kramer Investment Management Group
Indiana
$1.5M -$303K -3,699 -17%
CWM
518
Chemistry Wealth Management
New York
$1.49M -$152K -1,855 -9%
Lazard Asset Management
519
Lazard Asset Management
New York
$1.48M -$1.59M
VCP
520
Verus Capital Partners
Arizona
$1.47M -$97.2K -1,185 -6%
Vanguard Group
521
Vanguard Group
Pennsylvania
$1.46M +$17.1K +208 +1%
WDL
522
Well Done LLC
Michigan
$1.46M +$1.46M +17,822 New
IAIM
523
International Assets Investment Management
Florida
$1.45M +$1.45M +17,682 New
PA
524
Perennial Advisors
New York
$1.45M +$69.3K +845 +5%
LWAM
525
Legacy Wealth Asset Management
Minnesota
$1.43M -$9.85K -120 -0.7%