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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 %
BFEC
676
Benjamin F. Edwards & Company
Missouri
$737K -$56.8K -692 -7%
AC
677
Annandale Capital
Texas
$732K -$217K -2,649 -23%
DWA
678
Dorsey Wright & Associates
California
$731K -$2.04M -24,860 -74%
HWM
679
HFG Wealth Management
Texas
$730K +$730K +8,900 New
MWA
680
Midland Wealth Advisors
Illinois
$728K +$728K +8,868 New
LA
681
Lifeworks Advisors
Michigan
$718K +$163K +1,989 +29%
AAMA
682
Advanced Asset Management Advisors
Ohio
$708K +$10.5K +128 +2%
OLA
683
Oliver Luxxe Assets
New Jersey
$701K +$85.3K +1,040 +14%
MCM
684
Mattern Capital Management
Colorado
$701K -$20.3K -247 -3%
SWM
685
Sugarloaf Wealth Management
Georgia
$697K -$625K -7,619 -47%
BHB
686
Bank Hapoalim BM
Israel
$695K -$739K
PI
687
PFG Investments
New York
$695K -$92.4K -1,126 -12%
EAM
688
Empirical Asset Management
Massachusetts
$691K -$134K -1,635 -16%
OCM
689
Objective Capital Management
Ohio
$686K +$686K +8,367 New
WC
690
Waterloo Capital
Texas
$685K +$188K +2,286 +38%
FWP
691
Falcon Wealth Planning
California
$684K -$94.1K -1,147 -12%
RB
692
Renasant Bank
Mississippi
$682K -$2.05K -25 -0.3%
FIM
693
Freedom Investment Management
Connecticut
$678K -$256K -3,119 -27%
AWM
694
Aries Wealth Management
Maine
$678K -$4.51K -55 -0.7%
BL
695
BFSG LLC
California
$675K -$15.2K -185 -2%
PVI
696
Pine Valley Investments
New Jersey
$672K -$858K -10,460 -56%
PTC
697
Private Trust Company
Ohio
$671K +$73.5K +896 +12%
JFA
698
JNBA Financial Advisors
Minnesota
$667K +$71.8K +875 +12%
SG Americas Securities
699
SG Americas Securities
New York
$663K -$16M -194,820 -96%
SC
700
Sinecera Capital
Texas
$660K +$20.7K +252 +3%