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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
726
Clarity Capital Partners
California
$568K -$3.44K -42 -0.6%
RFN
727
RDA Financial Network
Iowa
$564K +$564K +6,877 New
DWS
728
Discipline Wealth Solutions
South Carolina
$563K -$364K -4,445 -39%
Invesco
729
Invesco
Georgia
$563K +$16.5K +201 +3%
LIG
730
Lokken Investment Group
Delaware
$558K +$144K +1,757 +35%
ESBC
731
E.S. Barr & Co
Kentucky
$555K +$82K +1,000 +17%
EIP
732
Easterly Investment Partners
Massachusetts
$552K
BIP
733
Blueprint Investment Partners
North Carolina
$546K +$11.6K +142 +2%
PWM
734
Purus Wealth Management
California
$546K +$43.4K +530 +9%
FTS
735
Fifth Third Securities
Ohio
$542K +$542K +6,611 New
AWAG
736
ARS Wealth Advisors Group
Florida
$540K
ACG
737
Allen Capital Group
Nebraska
$536K
LOPW
738
Live Oak Private Wealth
North Carolina
$535K -$7.13K -87 -1%
OAM
739
Occidental Asset Management
California
$534K +$276K +3,372 +107%
RMAM
740
Raab & Moskowitz Asset Management
New Jersey
$532K
LA
741
Lifeworks Advisors
Michigan
$529K +$492 +6 +0.1%
DC
742
DeDora Capital
California
$529K -$103K -1,257 -16%
RIS
743
Retirement Income Solutions
Michigan
$528K -$643K -7,843 -55%
YWS
744
Yarger Wealth Strategies
Ohio
$525K
ACM
745
Avalon Capital Management
California
$525K -$2.17M -26,471 -81%
SFI
746
SPC Financial Inc
Maryland
$522K +$8.03K +98 +2%
MBT
747
Montecito Bank & Trust
California
$520K -$82K -1,000 -14%
CA
748
Clune & Associates
Illinois
$520K +$520K +6,342 New
BPW
749
Bingham Private Wealth
California
$519K +$519K +6,334 New
1WA
750
180 Wealth Advisors
Washington
$519K -$30.6K -373 -6%