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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 %
OP
551
ORG Partners
Indiana
$1.34M +$1.1M +13,346 +453%
MC
552
Moors & Cabot
Massachusetts
$1.33M +$4.51K +55 +0.3%
EF
553
Empowered Funds
Pennsylvania
$1.32M -$73.7K -898 -5%
SWA
554
Stratos Wealth Advisors
Ohio
$1.32M +$109K +1,330 +9%
IA
555
IFG Advisory
Georgia
$1.31M +$409K +4,980 +46%
CCA
556
Cadent Capital Advisors
Oklahoma
$1.29M -$27.4K -334 -2%
AIA
557
Arrow Investment Advisors
Maryland
$1.29M -$534K -6,503 -29%
CCFM
558
Clear Creek Financial Management
Washington
$1.29M -$146K -1,776 -10%
AWA
559
Acorn Wealth Advisors
Michigan
$1.29M +$399K +4,864 +45%
JPG
560
Jordan Park Group
California
$1.28M +$1.28M +15,649 New
TW
561
TrinityPoint Wealth
Connecticut
$1.28M -$32.2K -393 -2%
FDDB
562
Fidelity D&D Bancorp
Pennsylvania
$1.27M +$267K +3,253 +27%
SB
563
Strategic Blueprint
Georgia
$1.27M +$29.3K +357 +2%
FPCG
564
Forum Private Client Group
Indiana
$1.26M +$1.26M +15,410 New
NFG
565
Nations Financial Group
Iowa
$1.25M -$2.45M -29,886 -66%
DLCIG
566
D.L. Carlson Investment Group
New Hampshire
$1.25M +$1.25M +15,235 New
TSS
567
Two Sigma Securities
New York
$1.23M +$1.23M +15,015 New
ACM
568
ADAR1 Capital Management
Texas
$1.23M +$1.23M +15,000 New
FHA
569
Flagship Harbor Advisors
Massachusetts
$1.21M +$730K +8,899 +151%
SJIC
570
St. James Investment Company
Texas
$1.21M -$106K -1,295 -8%
CIBC Private Wealth Group
571
CIBC Private Wealth Group
Georgia
$1.17M +$695K +8,470 +147%
SCP
572
Silverleafe Capital Partners
Tennessee
$1.15M +$911K +11,098 +375%
GSEP
573
Golden State Equity Partners
California
$1.15M -$734K -8,949 -39%
SP
574
Sarasin & Partners
United Kingdom
$1.15M +$1.15M +14,024 New
CFG
575
Cooper Financial Group
California
$1.15M +$14.8K +180 +1%