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iShares 1-3 Year Treasury Bond ETF

1,075 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 380 increasing their positions, 453 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
-24
Holders Change %
-2.18%
% of All Funds
15.63%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
100
Increased
380
Reduced
453
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RCS
826
Retirement Capital Strategies
California
$340K +$5.72K +70 +2%
MP
827
McDonald Partners
Ohio
$339K
EAM
828
Evanson Asset Management
California
$338K -$4.08K -50 -1%
CSC
829
Caldwell Sutter Capital
California
$335K +$7.19K +88 +2%
LSA
830
Lion Street Advisors
Texas
$334K
AWM
831
Able Wealth Management
New Jersey
$334K -$43.6K -534 -12%
OHWP
832
Oak Harbor Wealth Partners
North Carolina
$333K +$8K +98 +2%
TA
833
Tectonic Advisors
Texas
$330K +$5.96K +73 +2%
AGA
834
Arkos Global Advisors
Texas
$329K
HOWA
835
Heritage Oak Wealth Advisors
Florida
$328K +$328K +4,012 New
DCM
836
Donaldson Capital Management
Indiana
$326K +$7.1K +87 +2%
BWM
837
Brickley Wealth Management
California
$326K
Luther King Capital Management (LKCM)
838
Luther King Capital Management (LKCM)
Texas
$324K -$325K
PIA
839
Pinion Investment Advisors
Kansas
$324K +$23.6K +289 +8%
GC
840
GFG Capital
Florida
$323K
WT
841
Whittier Trust
California
$323K -$48.4K -593 -13%
CWG
842
Cornerstone Wealth Group
North Carolina
$320K -$7.68K -94 -2%
MFIMFI
843
Mesirow Financial Investment Management - Fixed Income
Illinois
$320K
HCP
844
Hexagon Capital Partners
Arkansas
$318K
FNWA
845
Financial Network Wealth Advisors
Utah
$316K -$291K -3,565 -48%
CPSAC
846
Chas P. Smith & Associates (CPS)
Florida
$315K -$24.7K -302 -7%
GCIM
847
Gunn & Company Investment Management
Florida
$315K +$315K +3,855 New
SB
848
Strategic Blueprint
Georgia
$314K -$1.55M -18,944 -83%
SGAM
849
Stephens Group Asset Management
Arkansas
$312K +$20.4K +250 +7%
FBC
850
Fairfield, Bush & Co
Connecticut
$310K -$34.7K -425 -10%