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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 %
GEA
626
Glen Eagle Advisors
New Jersey
$910K -$43K -524 -5%
AAS
627
Ameritas Advisory Services
Nebraska
$904K -$53.4K -651 -6%
HNWA
628
Henrickson Nauta Wealth Advisors
Michigan
$901K -$6.97K -85 -0.8%
SQA
629
Simon Quick Advisors
New Jersey
$900K +$49.6K +604 +6%
B
630
Bellecapital
Switzerland
$892K -$295K -3,600 -25%
ANB
631
Amarillo National Bank
Texas
$889K +$62.4K +761 +8%
ZF
632
Zhang Financial
Michigan
$885K -$1.78M -21,680 -67%
FWIA
633
Fort Washington Investment Advisors
Ohio
$883K
KSWA
634
Kathleen S. Wright Associates
Pennsylvania
$878K +$14.5K +177 +2%
BBHC
635
Brown Brothers Harriman & Co
New York
$873K +$17.7K +216 +2%
BA
636
Bridge Advisory
California
$869K -$1.27M -15,474 -59%
RCA
637
Resonant Capital Advisors
Wisconsin
$862K +$862K +10,502 New
PWMG
638
Pinnacle Wealth Management Group
Michigan
$853K +$6.97K +85 +0.8%
GPA
639
Garrison Point Advisors
California
$840K -$12.3K -150 -1%
EP
640
Edgestream Partners
New Jersey
$837K +$837K +10,201 New
CAM
641
Cresset Asset Management
Illinois
$827K +$827K +10,076 New
SAM
642
SignalPoint Asset Management
Missouri
$822K -$1.8K -22 -0.2%
IWA
643
Icon Wealth Advisors
Texas
$820K +$820K +9,994 New
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$819K
GCA
645
Guardian Capital Advisors
Ontario, Canada
$816K +$231K +2,815 +39%
WMA
646
West Michigan Advisors
Michigan
$814K -$120K -1,467 -13%
PPC
647
Park Place Capital
Alabama
$810K -$3.37M -41,092 -81%
FW
648
FirstPurpose Wealth
Utah
$810K -$838K -10,217 -51%
PGF
649
Plan Group Financial
Oklahoma
$806K -$150K -1,827 -16%
NS
650
NBC Securities
Alabama
$801K -$54.8K -668 -6%