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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,154 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$946M
2
EP
Essential Planning
New Hampshire
$202M
3
AssetMark Inc
AssetMark Inc
California
$334M
4
Ameriprise
Ameriprise
Minnesota
$291M
5
Bank of America
Bank of America
North Carolina
$1.25B

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
BlackRock
New York
$1.38B
3
Morgan Stanley
Morgan Stanley
New York
$2.83B
4
Barclays
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
526
Burke & Herbert Bank & Trust
Virginia
$1.41M -$1.64K -20 -0.1%
WP
527
WealthShield Partners
North Carolina
$1.41M -$382K -4,661 -21%
RFC
528
Regions Financial Corp
Alabama
$1.4M +$797K +9,723 +132%
BL
529
Balentine LLC
Georgia
$1.39M +$330K +4,023 +31%
OLA
530
Oliver Luxxe Assets
New Jersey
$1.38M +$673K +8,148 +95%
PAS
531
PKS Advisory Services
New York
$1.38M +$1.38M +16,856 New
Millennium Management
532
Millennium Management
New York
$1.38M -$7.19M -87,710 -84%
FTC
533
Farmers Trust Company
Ohio
$1.38M +$787K +9,604 +133%
IF
534
Intrua Financial
Texas
$1.37M -$5.5M -67,042 -80%
CWM
535
Chemistry Wealth Management
New York
$1.36M -$69.8K -852 -5%
OCM
536
Objective Capital Management
Ohio
$1.36M +$73K +890 +6%
CBT
537
Crews Bank & Trust
Florida
$1.35M +$1.35M +16,516 New
ACM
538
Absolute Capital Management
Pennsylvania
$1.35M +$1.35M +16,514 New
AFO
539
Arrowroot Family Office
California
$1.35M +$51.6K +629 +4%
CFG
540
Cooper Financial Group
California
$1.35M +$187K +2,276 +16%
BA
541
Brightwater Advisory
Florida
$1.34M -$7.71K -94 -0.6%
HKIMG
542
Hutchens & Kramer Investment Management Group
Indiana
$1.33M -$161K -1,962 -11%
EWM
543
Empirical Wealth Management
Washington
$1.33M -$45.7K -558 -3%
KF
544
Krilogy Financial
Missouri
$1.31M +$407K +4,960 +45%
IIC
545
Ironwood Investment Counsel
Arizona
$1.3M -$225K -2,750 -15%
EW
546
Element Wealth
Mississippi
$1.29M -$39.4K -480 -3%
FMP
547
Financial Management Professionals
Texas
$1.28M +$185K +2,260 +17%
AAMA
548
Advanced Asset Management Advisors
Ohio
$1.28M +$483K +5,887 +61%
BAM
549
Belpointe Asset Management
Nevada
$1.27M -$48.5K -586 -4%
CP
550
Castleview Partners
Texas
$1.26M -$186K -2,272 -13%
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