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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 %
BSWA
701
Bromfield Sneider Wealth Advisors
Massachusetts
$654K +$492 +6 +0.1%
ES
702
ETF Store
Kansas
$653K +$64.5K +786 +11%
MGIA
703
Moneta Group Investment Advisors
Missouri
$647K +$201K +2,455 +45%
FFG
704
Foundry Financial Group
New Hampshire
$639K +$639K +7,793 New
KA
705
Kovack Advisors
Florida
$635K -$11K -134 -2%
TA
706
TruWealth Advisors
Louisiana
$634K -$3.37M -41,119 -84%
SC
707
Stolper & Co
Oklahoma
$626K -$12K -146 -2%
BEAM
708
Baker Ellis Asset Management
Washington
$626K +$9.85K +120 +2%
ACIM
709
Azimuth Capital Investment Management
Michigan
$624K +$59.9K +730 +11%
Neuberger Berman Group
710
Neuberger Berman Group
New York
$620K -$28.7K -350 -4%
Financial Engines Advisors
711
Financial Engines Advisors
California
$620K +$3.53K +43 +0.6%
OA
712
Oxbow Advisors
Texas
$619K -$89.7K -1,094 -13%
BA
713
Ballast Advisors
Minnesota
$617K -$434K -5,292 -41%
JCM
714
Jacobi Capital Management
Pennsylvania
$616K
GS
715
GTS Securities
New York
$616K -$314K -3,825 -34%
NCM
716
Northwest Capital Management
Oregon
$614K -$22.5K -274 -4%
AF
717
Allworth Financial
California
$611K +$321K +3,915 +111%
SAG
718
SageView Advisory Group
California
$610K -$8.73M -107,845 Closed
SAM
719
Secure Asset Management
Michigan
$605K +$738 +9 +0.1%
RWA
720
Redhawk Wealth Advisors
Minnesota
$601K +$5.83K +71 +1%
EDRIA
721
Edmonds Duncan Registered Investment Advisors
Kansas
$597K
DPI
722
Diversified Portfolios Inc
Michigan
$596K -$5.09K -62 -0.8%
PFM
723
Patton Fund Management
Texas
$594K -$35.9K -437 -6%
CAL
724
Capital Analysts LLC
Pennsylvania
$593K +$118K +1,440 +25%
Franklin Resources
725
Franklin Resources
California
$592K +$22.2K +271 +4%