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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 %
SCM
651
Stordahl Capital Management
Colorado
$797K -$556K -6,773 -41%
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$796K +$156K +1,900 +24%
VC
653
Vicus Capital
Pennsylvania
$795K -$1.92M -23,389 -71%
CIA
654
Compass Ion Advisors
Pennsylvania
$789K +$7.96K +97 +1%
PWMG
655
Provence Wealth Management Group
California
$782K +$19.8K +241 +3%
UAS
656
United Asset Strategies
New York
$782K -$294K -3,585 -27%
SMA
657
Sage Mountain Advisors
Georgia
$779K +$779K +9,500 New
CD
658
Chapin Davis
Maryland
$777K +$1.89K +23 +0.2%
LPT
659
Legacy Private Trust
Wisconsin
$773K -$349K -4,252 -31%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$772K +$755K +9,208 +4,604%
NSCM
661
New South Capital Management
Tennessee
$772K
SW
662
SkyOak Wealth
Michigan
$772K
HH
663
Hilltop Holdings
Texas
$769K -$2.51M -30,630 -77%
1WA
664
180 Wealth Advisors
Washington
$769K -$79.4K -969 -9%
BC
665
Barrett & Company
Rhode Island
$769K +$10.3K +125 +1%
GF
666
Gries Financial
Ohio
$768K -$93.3K -1,137 -11%
DC
667
DeDora Capital
California
$762K -$902 -11 -0.1%
CW
668
Channel Wealth
California
$753K -$646K -7,879 -46%
LNC
669
Lincoln National Corp
Pennsylvania
$753K +$148K +1,805 +24%
BOH
670
Bank of Hawaii
Hawaii
$752K
CW
671
CreativeOne Wealth
Kansas
$747K -$345K -4,211 -32%
NFP
672
Narus Financial Partners
Utah
$744K -$271K -3,300 -27%
BFA
673
Benedict Financial Advisors
Georgia
$743K +$98.4K +1,200 +15%
LSPW
674
Lake Street Private Wealth
Illinois
$741K +$34.9K +425 +5%
MWM
675
Moulton Wealth Management
Washington
$739K +$739K +9,017 New