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iShares 1-3 Year Treasury Bond ETF

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Shares
Change %
VFPW
501
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.49M +$926K +11,135 +165%
RVM
502
Robinson Value Management
Texas
$1.48M
WG
503
Welch Group
Alabama
$1.47M +$305K +3,666 +26%
CP
504
Castleview Partners
Texas
$1.47M +$224K +2,696 +18%
FMN
505
Financial Management Network
California
$1.46M +$1.46M +17,692 New
BFA
506
Benedict Financial Advisors
Georgia
$1.46M +$467K +5,615 +47%
CWM
507
Chemistry Wealth Management
New York
$1.45M -$34.9K -420 -2%
RWA
508
Rooted Wealth Advisors
Illinois
$1.44M -$13.8K -167 -0.9%
BHBT
509
Burke & Herbert Bank & Trust
Virginia
$1.43M -$56.1K -675 -4%
PGF
510
Plan Group Financial
Oklahoma
$1.42M +$422K +5,071 +42%
NWM
511
Northwest Wealth Management
Iowa
$1.42M -$144K -1,732 -9%
RIA
512
Realta Investment Advisors
Delaware
$1.42M -$13.6K -165 -1%
BIA
513
Barry Investment Advisors
Massachusetts
$1.41M +$377K +4,535 +36%
TWM
514
TriaGen Wealth Management
California
$1.41M +$18K +216 +1%
JWCA
515
J.W. Coons Advisors
Ohio
$1.4M +$118K +1,422 +9%
EWM
516
Empirical Wealth Management
Washington
$1.4M -$80.1K -963 -5%
EGM
517
Engineers Gate Manager
New York
$1.39M +$1.39M +16,703 New
PAM
518
Peak Asset Management
Colorado
$1.38M -$516K -6,208 -27%
PA
519
Probity Advisors
Texas
$1.38M -$548K -6,587 -28%
CPBTD
520
Central Pacific Bank - Trust Division
Hawaii
$1.37M -$4.34M -52,176 -76%
BA
521
Brightwater Advisory
Florida
$1.37M -$117K -1,402 -8%
EW
522
Element Wealth
Mississippi
$1.35M -$8.98K -108 -0.7%
WJWM
523
Williams Jones Wealth Management
New York
$1.34M +$1.34M +16,072 New
JPG
524
Jordan Park Group
California
$1.34M +$13.4K +161 +1%
BAM
525
Belpointe Asset Management
Nevada
$1.32M +$296K +3,562 +29%