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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
501
Towercrest Capital Management
Pennsylvania
$1.53M -$1.04M -12,728 -40%
NWM
502
Northwest Wealth Management
Iowa
$1.51M -$113K -1,379 -7%
PWP
503
Principle Wealth Partners
Connecticut
$1.5M +$112K +1,365 +8%
RC
504
Roundview Capital
New Jersey
$1.5M -$25.6K -313 -2%
P
505
&Partners
Tennessee
$1.49M +$1.49M +18,223 New
CWM
506
Chemistry Wealth Management
New York
$1.48M -$1.06K -13 -0.1%
SFG
507
Summit Financial Group
West Virginia
$1.48M -$148K -1,812 -9%
CA
508
Continuum Advisory
Idaho
$1.48M -$2.8M -34,478 -65%
SWA
509
Stratos Wealth Advisors
Ohio
$1.47M +$158K +1,929 +12%
LWAM
510
Legacy Wealth Asset Management
Minnesota
$1.46M +$32.2K +394 +2%
RVM
511
Robinson Value Management
Texas
$1.45M +$472K +5,768 +48%
WIC
512
Whitegate Investment Counselors
New Hampshire
$1.45M -$90.9K -1,112 -6%
NL
513
NWAM LLC
Washington
$1.44M -$227K -2,782 -14%
BS
514
Banco Santander
Spain
$1.43M -$137K -1,674 -9%
CIP
515
Chartwell Investment Partners
Pennsylvania
$1.43M +$79.3K +970 +6%
RWA
516
Rooted Wealth Advisors
Illinois
$1.43M +$88.3K +1,085 +7%
RK
517
Rather & Kittrell
Tennessee
$1.43M +$17.7K +216 +1%
PG
518
Patten Group
Tennessee
$1.41M +$31.5K +385 +2%
MWM
519
Modera Wealth Management
New Jersey
$1.41M +$28K +342 +2%
HKIMG
520
Hutchens & Kramer Investment Management Group
Indiana
$1.4M -$78.7K -967 -5%
WG
521
Watchman Group
Texas
$1.39M -$40.2K -491 -3%
VCP
522
Verus Capital Partners
Arizona
$1.37M -$90K -1,100 -6%
EWM
523
Empirical Wealth Management
Washington
$1.36M -$11.1K -136 -0.8%
VFA
524
Voya Financial Advisors
Connecticut
$1.36M -$227K -2,779 -14%
CIC
525
Carnegie Investment Counsel
Ohio
$1.35M -$11.4K -140 -0.8%