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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 %
BL
676
BFSG LLC
California
$615K -$44.9K -550 -7%
SAM
677
Secure Asset Management
Michigan
$615K +$12.1K +148 +2%
WMA
678
West Michigan Advisors
Michigan
$613K +$4.16K +51 +0.7%
BIP
679
Blueprint Investment Partners
North Carolina
$602K -$262K -3,206 -30%
FA
680
Fiducient Advisors
Illinois
$602K +$602K +7,374 New
CA
681
Cambridge Associates
Massachusetts
$601K -$2.01M -24,644 -77%
JCM
682
Jacobi Capital Management
Pennsylvania
$601K
MYIA
683
Mount Yale Investment Advisors
Colorado
$599K +$131K +1,606 +28%
LPT
684
Legacy Private Trust
Wisconsin
$598K +$183K +2,247 +44%
AWAG
685
ARS Wealth Advisors Group
Florida
$595K -$19.8K -243 -3%
SC
686
Savant Capital
Illinois
$595K +$219K +2,686 +58%
RCM
687
Ridgepath Capital Management
Tennessee
$594K -$95.1K -1,165 -14%
JFA
688
JNBA Financial Advisors
Minnesota
$594K -$45.2K -554 -7%
HWM
689
HighMark Wealth Management
Minnesota
$593K -$39.7K -486 -6%
IAS
690
Insigneo Advisory Services
Florida
$592K +$592K +7,159 New
WC
691
Westwind Capital
New Mexico
$590K +$519K +49,023 +731%
PWM
692
Purus Wealth Management
California
$589K +$16.3K +200 +3%
FTC
693
Farmers Trust Company
Ohio
$588K
FPW
694
Flagship Private Wealth
Massachusetts
$586K -$583K -7,141 -50%
PWMG
695
Pinnacle Wealth Management Group
Michigan
$585K -$156K -1,912 -21%
SRSA
696
S.R. Schill & Associates
Washington
$584K +$56K +686 +11%
HFW
697
Horizon Family Wealth
Illinois
$581K +$378K +4,634 +187%
Franklin Resources
698
Franklin Resources
California
$578K +$117K +1,436 +25%
AA
699
AlphaCentric Advisors
Puerto Rico
$573K +$127K +1,558 +29%
Neuberger Berman Group
700
Neuberger Berman Group
New York
$572K -$41.2K -505 -7%