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iShares 1-3 Year Treasury Bond ETF

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
776
Midland Wealth Advisors
Illinois
$414K -$936K -11,256 -69%
USCWA
777
U.S. Capital Wealth Advisors
Texas
$414K -$10.8K -130 -3%
JPLA
778
Joseph P. Lucia & Associates
New York
$412K -$1.16K -14 -0.3%
WIM
779
WealthPlan Investment Management
Nebraska
$410K
VCA
780
Verdence Capital Advisors
Maryland
$409K -$2K -24 -0.5%
IAS
781
Insigneo Advisory Services
Florida
$408K -$187K -2,251 -31%
HCM
782
Hilton Capital Management
New York
$402K -$150K -1,804 -27%
SS
783
Sunbelt Securities
Texas
$402K -$50.6K -609 -11%
SAG
784
SageView Advisory Group
California
$399K +$399K +4,800 New
HWP
785
Heritage Wealth Partners
Ohio
$399K -$72.4K -871 -15%
WSCM
786
Wellington Shields Capital Management
New York
$397K
WPWM
787
Windward Private Wealth Management
Kansas
$396K -$89.2K -1,073 -18%
IFA
788
Interactive Financial Advisors
Illinois
$395K -$9.73K -117 -2%
BF
789
BOK Financial
Oklahoma
$391K -$12.8K -154 -3%
QP
790
Quartz Partners
New York
$389K +$389K +4,675 New
PA
791
Pinnacle Associates
New York
$387K +$32.9K +401 +9%
LWM
792
Lyell Wealth Management
California
$387K +$130K +1,564 +51%
NSIM
793
North Star Investment Management
Illinois
$386K +$83 +1 +0%
MLA
794
My Legacy Advisors
Oregon
$386K -$592K -7,116 -61%
CIAS
795
Capital Investment Advisory Services
North Carolina
$386K -$563K -6,769 -59%
FA
796
Flagstar Advisors
New York
$383K -$104K -1,246 -21%
TWM
797
TCFG Wealth Management
California
$381K +$381K +4,588 New
DCM
798
Dimension Capital Management
Florida
$381K
WP
799
WMS Partners
Maryland
$380K +$104K +1,250 +38%
BA
800
Ballast Advisors
Minnesota
$377K -$83.1K -1,000 -18%