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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 %
BB
801
Busey Bank
Illinois
$457K
WC
802
Westwind Capital
New Mexico
$456K +$106K +1,291 +30%
SWA
803
SFMG Wealth Advisors
Texas
$451K
SDWIA
804
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$451K -$66K -804 -13%
BPC
805
Banque Pictet & Cie
Switzerland
$448K +$21.7K +265 +5%
TC
806
Trilogy Capital
California
$446K -$2.65M -32,344 -86%
EDRH
807
Edmond de Rothschild Holding
Switzerland
$440K +$28.7K +350 +7%
LCWP
808
Legacy Capital Wealth Partners
Arkansas
$440K -$5.25K -64 -1%
WCFA
809
Walkner Condon Financial Advisors
Wisconsin
$440K +$22.6K +275 +5%
EAM
810
Evanson Asset Management
California
$437K -$9.68K -118 -2%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$434K +$434K +5,291 New
FA
812
Flagstar Advisors
New York
$434K +$101K +1,230 +30%
USCWA
813
U.S. Capital Wealth Advisors
Texas
$431K -$176K -2,149 -29%
AWS
814
Arkfeld Wealth Strategies
Nebraska
$430K +$1.48K +18 +0.3%
DWP
815
Daymark Wealth Partners
Ohio
$430K +$97.8K +1,192 +29%
FHB
816
First Hawaiian Bank
Hawaii
$429K -$450K -5,481 -51%
JPLA
817
Joseph P. Lucia & Associates
New York
$429K -$3.61K -44 -0.8%
PCS
818
Personal CFO Solutions
New Jersey
$426K -$2.27M -27,636 -84%
HW
819
Hancock Whitney
Mississippi
$425K -$56.9K -694 -12%
NCM
820
NCM Capital Management
New Jersey
$424K -$75.6K -922 -15%
USWIA
821
UP Strategic Wealth Investment Advisors
Pennsylvania
$422K +$422K +5,148 New
PFA
822
Pinnacle Family Advisors
Missouri
$422K +$422K +5,145 New
WAM
823
WNY Asset Management
New York
$420K +$420K +5,119 New
BIA
824
Barry Investment Advisors
Massachusetts
$419K -$151K -1,837 -26%
LOPW
825
Live Oak Private Wealth
North Carolina
$416K +$6.24K +76 +2%