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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
826
Lakeridge Wealth Management
Ohio
$372K +$40.5K +495 +12%
PP
827
PrairieView Partners
Minnesota
$372K -$1.72K -21 -0.5%
USWIA
828
UP Strategic Wealth Investment Advisors
Pennsylvania
$372K -$49.1K -600 -12%
WT
829
Whittier Trust
California
$372K
TFP
830
Tilia Fiduciary Partners
North Carolina
$369K +$369K +4,516 New
Financial Engines Advisors
831
Financial Engines Advisors
California
$369K -$249K -3,047 -40%
DI
832
Disciplined Investments
Oklahoma
$362K -$15.9K -195 -4%
AGP
833
Autumn Glory Partners
Texas
$360K
JIC
834
Joel Isaacson & Co
New York
$354K -$154K -1,883 -30%
SW
835
SlateStone Wealth
Florida
$353K -$215K -2,628 -38%
AAS
836
Ameritas Advisory Services
Nebraska
$352K -$547K -6,711 -61%
SWP
837
Significant Wealth Partners
Illinois
$351K +$351K +4,289 New
SWM
838
Stapp Wealth Management
Washington
$350K
SEIA
839
Signature Estate & Investment Advisors
California
$349K -$7.93K -97 -2%
SF
840
SWP Financial
California
$349K +$11.6K +142 +3%
PA
841
Pinnacle Associates
New York
$346K -$39.5K -483 -10%
FBC
842
Fairfield, Bush & Co
Connecticut
$346K
PCG
843
Prosperity Consulting Group
Maryland
$344K +$344K +4,211 New
PF
844
Phoenix Financial
Israel
$344K
BBNA
845
Bremer Bank National Association
Minnesota
$344K
EAM
846
Evanson Asset Management
California
$343K -$92.8K -1,135 -21%
HAS
847
HBW Advisory Services
California
$341K
CPSAC
848
Chas P. Smith & Associates (CPS)
Florida
$340K -$35.7K -436 -9%
MP
849
McDonald Partners
Ohio
$340K +$340K +4,156 New
CAL
850
Capital Analysts LLC
Pennsylvania
$339K -$253K -3,087 -43%