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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
16.34%
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 %
OFS
576
OneAscent Financial Services
Alabama
$1.14M +$592K +7,222 +109%
JWCA
577
J.W. Coons Advisors
Ohio
$1.14M -$173K -2,103 -13%
AF
578
Apexium Financial
Texas
$1.13M -$716K -8,728 -39%
WAS
579
Wealth Advisory Solutions
Indiana
$1.13M -$1.84M -22,408 -62%
PA
580
Procyon Advisors
Connecticut
$1.13M -$45.6K -556 -4%
AIM
581
Alhambra Investment Management
Florida
$1.12M -$83.7K -1,020 -7%
CIA
582
Capital Investment Advisors
Georgia
$1.12M -$30.5K -372 -3%
ACM
583
Alamar Capital Management
California
$1.11M -$241K -2,939 -18%
WWM
584
Western Wealth Management
Colorado
$1.1M -$161K -1,966 -13%
BAM
585
Belpointe Asset Management
Nevada
$1.09M -$345K -4,200 -24%
HGA
586
Hobbs Group Advisors
South Carolina
$1.08M +$1.08M +13,205 New
CCWA
587
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.08M -$32.3K -394 -3%
GFA
588
Gallagher Fiduciary Advisors
Illinois
$1.08M +$151K +1,845 +16%
Bessemer Group
589
Bessemer Group
New Jersey
$1.07M +$129K +1,578 +14%
AI
590
AXS Investments
New York
$1.07M -$820K -10,000 -43%
WPC
591
White Pine Capital
Minnesota
$1.05M -$88.5K -1,079 -8%
SCM
592
Sollinda Capital Management
Florida
$1.04M +$1.04M +12,696 New
GPA
593
Guerra Pan Advisors
New Jersey
$1.04M
AA
594
Alesco Advisors
New York
$1.03M
HFS
595
Howard Financial Services
Texas
$1.02M -$45.1K -550 -4%
MWM
596
Modern Wealth Management
Kansas
$1.02M +$1.02M +12,460 New
CPRC
597
Consolidated Portfolio Review Corp
New York
$1.01M +$68.6K +836 +7%
RA
598
Rational Advisors
New York
$1.01M -$2.75M -33,564 -73%
HWM
599
HighMark Wealth Management
Minnesota
$1M -$550K -6,704 -35%
IWMA
600
Ironwood Wealth Management (Arizona)
Arizona
$1M +$42K +512 +4%