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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 %
RWA
626
Roberts Wealth Advisors
California
$766K -$74.4K -912 -9%
BC
627
Barrett & Company
Rhode Island
$766K
BA
628
Bridge Advisory
California
$753K -$76.3K -934 -9%
GEA
629
Glen Eagle Advisors
New Jersey
$753K -$80.3K -984 -10%
OLA
630
Oliver Luxxe Assets
New Jersey
$750K +$95.4K +1,169 +15%
BOH
631
Bank of Hawaii
Hawaii
$748K
SAG
632
SageView Advisory Group
California
$743K
UAS
633
United Asset Strategies
New York
$741K -$27.5K -337 -4%
GPA
634
Guerra Pan Advisors
New Jersey
$741K
LSPW
635
Lake Street Private Wealth
Illinois
$740K +$3.27K +40 +0.4%
RVPG
636
Relative Value Partners Group
$740K +$740K +9,062 New
AF
637
Allworth Financial
California
$732K -$129K -1,580 -15%
MFG
638
Merit Financial Group
Georgia
$730K -$1.56M -19,153 -68%
MWM
639
Moulton Wealth Management
Washington
$730K +$12.6K +154 +2%
AA
640
Addison Advisors
Vermont
$729K +$40.4K +495 +6%
SW
641
SVB Wealth
Massachusetts
$713K -$521K -6,377 -42%
DAS
642
Diversify Advisory Services
Utah
$712K -$579K -7,098 -45%
JFGIW
643
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$710K -$81.7K -1,000 -10%
EAM
644
Empirical Asset Management
Massachusetts
$707K +$64.7K +793 +10%
OA
645
Oxbow Advisors
Texas
$702K +$57.6K +706 +9%
MFG
646
Magnus Financial Group
New York
$698K -$36.5K -447 -5%
WANY
647
Wealthspire Advisors (New York)
New York
$698K -$1.02M -12,492 -59%
MA
648
MONECO Advisors
Connecticut
$694K +$25.6K +314 +4%
DC
649
DeDora Capital
California
$693K -$23.4K -286 -3%
NS
650
NBC Securities
Alabama
$689K -$49.5K -606 -7%