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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
16.35%
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 %
FTC
726
Farmers Trust Company
Ohio
$591K -$6.32K -77 -1%
RB
727
Rodgers Brothers
Pennsylvania
$591K
QWP
728
Quotient Wealth Partners
Texas
$589K +$589K +7,175 New
LC
729
LCNB Corp
Ohio
$587K -$1.74M -21,153 -75%
SSC
730
Syverson Strege & Co
Iowa
$584K +$6.73K +82 +1%
HWP
731
Heritage Wealth Partners
Ohio
$583K -$12.3K -150 -2%
SW
732
SVB Wealth
Massachusetts
$579K -$382K -4,662 -40%
RF
733
Rollins Financial
Georgia
$578K -$542K -6,612 -48%
RFA
734
Rollins Financial Advisors
New York
$578K +$578K +7,042 New
PWH
735
Priebe Wealth Holdings
Minnesota
$576K +$576K +7,027 New
PWM
736
Purus Wealth Management
California
$575K +$575K +7,012 New
WAG
737
Wallace Advisory Group
California
$573K +$573K +7,077 New
RMAM
738
Raab & Moskowitz Asset Management
New Jersey
$572K +$6.56K +80 +1%
BFG
739
Berger Financial Group
Minnesota
$570K +$1.23K +15 +0.2%
SW
740
SlateStone Wealth
Florida
$570K +$160K +1,954 +39%
MBTD
741
Mechanics Bank - Trust Department
California
$570K
KC
742
Kingfisher Capital
North Carolina
$569K +$28.1K +343 +5%
AWMG
743
Alliance Wealth Management Group
New Jersey
$567K +$567K +6,909 New
FA
744
Fermata Advisors
California
$567K +$151K +1,837 +36%
BFA
745
Beaumont Financial Advisors
Massachusetts
$566K +$38.1K +464 +7%
BTWM
746
Baker Tilly Wealth Management
Wisconsin
$566K -$499K -6,088 -47%
RTC
747
Riverview Trust Company
Washington
$563K
GLA
748
Good Life Advisors
Pennsylvania
$561K +$561K +6,844 New
MCCP
749
Mission Creek Capital Partners
California
$560K +$656 +8 +0.1%
TGAM
750
TBH Global Asset Management
Tennessee
$558K -$330K -4,019 -37%