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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 %
GIM
826
Goelzer Investment Management
Indiana
$416K +$1.81K +22 +0.4%
DG
827
DMC Group
Alabama
$416K -$130K -1,588 -24%
BFA
828
Beacon Financial Advisory
Ohio
$416K -$89.2K -1,087 -18%
ANTB
829
AMG National Trust Bank
Colorado
$414K -$53.3K -650 -11%
VCA
830
Verdence Capital Advisors
Maryland
$414K +$10.9K +133 +3%
BWAM
831
Boyd Watterson Asset Management
Ohio
$410K
AMG
832
Asset Management Group
Connecticut
$408K +$4.59K +56 +1%
IAA
833
Independent Advisor Alliance
North Carolina
$406K -$553K -6,742 -58%
WIM
834
WealthPlan Investment Management
Nebraska
$405K
G
835
GenTrust
Florida
$398K -$21.7M -264,137 -98%
MAG
836
MRA Advisory Group
New Jersey
$395K -$50.5K -616 -11%
ACA
837
Aptus Capital Advisors
Alabama
$395K +$370K +4,514 +1,520%
1IA
838
1620 Investment Advisors
Massachusetts
$394K -$135K -1,645 -26%
PPWP
839
Premier Path Wealth Partners
New Jersey
$393K +$393K +2,068 New
AA
840
Addison Advisors
Vermont
$392K +$177K +2,160 +82%
WSCM
841
Wellington Shields Capital Management
New York
$392K
HGERS
842
Householder Group Estate & Retirement Specialist
Arizona
$389K -$21.8K -266 -5%
BF
843
BOK Financial
Oklahoma
$388K +$14K +171 +4%
QWM
844
Quadcap Wealth Management
Texas
$388K +$388K +4,725 New
PA
845
Pinnacle Associates
New York
$387K -$3.12K -38 -0.8%
CCM
846
Coldstream Capital Management
Washington
$386K -$2.8M -34,173 -88%
TCA
847
Transcend Capital Advisors
New Jersey
$385K -$75.8K -924 -16%
DI
848
Disciplined Investments
Oklahoma
$379K -$246 -3 -0.1%
AWM
849
Able Wealth Management
New Jersey
$377K +$377K +4,601 New
GCIM
850
Gunn & Company Investment Management
Florida
$377K +$377K +4,593 New