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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 %
DWA
776
Delap Wealth Advisory
Oregon
$504K +$252K +3,076 +100%
SWA
777
Sax Wealth Advisors
New Jersey
$501K +$41.7K +508 +9%
CWM
778
Chicago Wealth Management
Illinois
$499K +$106K +1,297 +27%
ISL
779
Ingalls & Snyder LLC
New York
$498K -$274K -3,340 -35%
SC
780
Summa Corp
Texas
$492K +$492K +6,000 New
FNB
781
Farmers National Bank
Kentucky
$491K +$491K +5,985 New
ES
782
Eagle Strategies
New York
$491K -$11.2K -137 -2%
SFP
783
Shepherd Financial Partners
Massachusetts
$487K -$229K -2,793 -32%
NSIM
784
North Star Investment Management
Illinois
$485K +$22.2K +270 +5%
AC
785
AlphaCore Capital
California
$481K -$356K -4,337 -43%
TC
786
Trust Company
Kansas
$479K
SS
787
Sunbelt Securities
Texas
$478K +$250K +3,050 +110%
JWM
788
JPL Wealth Management
Colorado
$474K +$474K +5,783 New
CAM
789
Crestone Asset Management
Colorado
$473K +$473K +5,762 New
FEM
790
Fulcrum Equity Management
Texas
$472K +$472K +5,751 New
AWAG
791
ARS Wealth Advisors Group
Florida
$469K +$469K +5,720 New
SWA
792
Strata Wealth Advisors
Texas
$469K +$203K +2,472 +76%
SAA
793
Southeast Asset Advisors
Georgia
$468K
MYIA
794
Mount Yale Investment Advisors
Colorado
$468K +$72.6K +885 +18%
SFI
795
SPC Financial Inc
Maryland
$465K -$14.6K -178 -3%
CTWM
796
Cherry Tree Wealth Management
Minnesota
$465K
HCP
797
Hexagon Capital Partners
Arkansas
$462K -$326K -3,974 -41%
SC
798
Savant Capital
Illinois
$461K +$35.5K +433 +8%
WCG
799
Weaver Consulting Group
California
$459K -$57K -695 -11%
CC
800
Cadinha & Co
Hawaii
$459K -$17.7K -216 -4%