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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 %
FPCP
601
Fort Point Capital Partners
California
$842K -$193K -2,368 -19%
SC
602
Sierra Capital
Florida
$823K
NCFG
603
New Century Financial Group
New Jersey
$821K +$100K +1,226 +14%
CCWA
604
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$820K -$132K -1,618 -14%
GF
605
Gries Financial
Ohio
$818K +$15K +184 +2%
BBHC
606
Brown Brothers Harriman & Co
New York
$817K -$17.6K -215 -2%
SVWAG
607
Sound View Wealth Advisors Group
Georgia
$812K -$1.23K -15 -0.2%
HIG
608
Herr Investment Group
Texas
$808K -$163K -2,000 -17%
STA
609
Smith Thornton Advisors
Alabama
$804K +$804K +9,849 New
SQA
610
Simon Quick Advisors
New Jersey
$800K
AR
611
Advisory Research
Illinois
$799K +$234K +2,865 +41%
SAM
612
SignalPoint Asset Management
Missouri
$797K -$11.8K -144 -1%
OCM
613
One Capital Management
California
$797K -$40.8K -500 -5%
DADC
614
D.A. Davidson & Co
Montana
$791K +$27.5K +337 +4%
AAMA
615
Advanced Asset Management Advisors
Ohio
$791K -$42.8K -524 -5%
CIA
616
Compass Ion Advisors
Pennsylvania
$791K
SFP
617
Shepherd Financial Partners
Massachusetts
$785K +$285K +3,495 +57%
HNWA
618
Henrickson Nauta Wealth Advisors
Michigan
$782K -$55.7K -682 -7%
HWM
619
Hassell Wealth Management
Louisiana
$778K -$27.7K -337 -3%
SC
620
Sinecera Capital
Texas
$776K -$9.72K -119 -1%
CD
621
Chapin Davis
Maryland
$776K +$6.86K +84 +0.9%
VP
622
Verum Partners
North Carolina
$775K -$946K -11,587 -55%
RB
623
Renasant Bank
Mississippi
$774K +$19.8K +243 +3%
NSCM
624
New South Capital Management
Tennessee
$768K
IA
625
IFP Advisors
Florida
$768K -$2.2M -26,887 -74%