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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 %
PA
526
Procyon Advisors
Connecticut
$1.22M +$140K +1,720 +13%
HCM
527
Howard Capital Management
Georgia
$1.21M -$73.1K -895 -6%
NWM
528
Napa Wealth Management
California
$1.21M -$575K -7,044 -32%
MCA
529
MSH Capital Advisors
Arizona
$1.19M -$635K -7,778 -35%
SL
530
SWMG LLC
Texas
$1.19M -$585K -7,163 -33%
PCS
531
Personal CFO Solutions
New Jersey
$1.16M -$157K -1,923 -12%
CWAG
532
Compton Wealth Advisory Group
Virginia
$1.16M -$602K -7,370 -34%
CFG
533
Cooper Financial Group
California
$1.15M +$9.06K +111 +0.8%
WG
534
Welch Group
Alabama
$1.14M +$143K +1,753 +14%
SJIC
535
St. James Investment Company
Texas
$1.13M -$28.2K -345 -2%
EL
536
EQ LLC
Washington
$1.13M +$1.13M +13,800 New
NL
537
NDWM LLC
California
$1.12M -$142K -1,744 -11%
NP
538
NorthRock Partners
Minnesota
$1.12M -$1.85M -22,597 -62%
FMP
539
Financial Management Professionals
Texas
$1.1M +$58.6K +718 +6%
ClearBridge Investments
540
ClearBridge Investments
New York
$1.09M -$41.9K -513 -4%
FFA
541
First Foundation Advisors
California
$1.08M -$104K -1,268 -9%
BWM
542
Biltmore Wealth Management
Arizona
$1.08M -$260K -3,179 -19%
CIA
543
Capital Investment Advisors
Georgia
$1.08M -$9.88K -121 -0.9%
IAIM
544
International Assets Investment Management
Florida
$1.07M +$18.2K +223 +2%
IWMA
545
Ironwood Wealth Management (Arizona)
Arizona
$1.06M +$116K +1,422 +12%
WMG
546
WESCAP Management Group
California
$1.05M +$343K +4,204 +48%
AFG
547
ABLE Financial Group
Arizona
$1.04M +$1.04M +12,732 New
AC
548
Addison Capital
Pennsylvania
$1.04M +$460K +5,639 +80%
CCFM
549
Clear Creek Financial Management
Washington
$1.03M -$192K -2,355 -16%
AA
550
Axiom Advisory
California
$1.03M +$1.03M +12,600 New