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iShares 1-3 Year Treasury Bond ETF

1,155 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, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% 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
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
601
Potomac Fund Management
Florida
$967K +$967K +11,790 New
CIC
602
Carnegie Investment Counsel
Ohio
$966K -$49.2K -600 -5%
IA
603
IFG Advisory
Georgia
$965K +$93.8K +1,144 +11%
WANY
604
Wealthspire Advisors (New York)
New York
$961K +$168K +2,049 +21%
WCG
605
Weaver Consulting Group
California
$958K -$23K -281 -2%
Bessemer Group
606
Bessemer Group
New Jersey
$957K +$3.61K +44 +0.4%
NWM
607
Northwest Wealth Management
Iowa
$952K -$448K -5,460 -32%
FFG
608
Foundry Financial Group
New Hampshire
$951K +$168K +2,049 +21%
FNT
609
First National Trust
Pennsylvania
$948K
CWM
610
ClientFirst Wealth Management
Arkansas
$947K +$947K +11,556 New
AR
611
Advisory Research
Illinois
$945K +$16K +195 +2%
DWM
612
Diversify Wealth Management
Utah
$944K +$249K +3,043 +36%
CCA
613
Clearwater Capital Advisors
Illinois
$936K -$19.6K -239 -2%
BWM
614
Biltmore Wealth Management
Arizona
$931K -$2.05K -25 -0.2%
CCFM
615
Clear Creek Financial Management
Washington
$930K -$42.8K -522 -4%
FHA
616
Flagship Harbor Advisors
Massachusetts
$928K -$197K -2,406 -18%
MAG
617
M3 Advisory Group
Massachusetts
$922K
STA
618
Smith Thornton Advisors
Alabama
$921K +$46.7K +570 +5%
SWP
619
Strategic Wealth Partners
Ohio
$921K +$101K +1,235 +12%
JFGIW
620
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$921K -$8.23K -100 -0.9%
EBT
621
Enterprise Bank & Trust
Massachusetts
$916K
Neuberger Berman Group
622
Neuberger Berman Group
New York
$910K +$398K +4,850 +78%
Simplex Trading
623
Simplex Trading
Illinois
$904K +$904K +11,033 New
SAG
624
SageView Advisory Group
California
$899K +$506K +6,166 +128%
CAS
625
Coppell Advisory Solutions
Texas
$898K +$673K +8,211 +299%