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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
WSCM
826
Wellington Shields Capital Management
New York
$391K
HWP
827
Heritage Wealth Partners
Ohio
$391K -$2.3K -28 -0.6%
CCP
828
Cushing Capital Partners
Wisconsin
$391K +$391K +4,765 New
CSC
829
Caldwell Sutter Capital
California
$391K +$85.4K +1,042 +28%
USCWA
830
U.S. Capital Wealth Advisors
Texas
$390K -$18.4K -225 -5%
QP
831
Quartz Partners
New York
$383K
IFA
832
Interactive Financial Advisors
Illinois
$383K -$6.07K -74 -2%
WPWM
833
Windward Private Wealth Management
Kansas
$382K -$8.77K -107 -2%
FA
834
Flagstar Advisors
New York
$381K +$3.03K +37 +0.8%
WWM
835
Whalen Wealth Management
Nevada
$380K -$28.4M -345,857 -99%
CIAS
836
Capital Investment Advisory Services
North Carolina
$380K +$328 +4 +0.1%
DCM
837
Dimension Capital Management
Florida
$376K
WP
838
WMS Partners
Maryland
$376K +$656 +8 +0.2%
KA
839
Kovack Advisors
Florida
$376K -$114K -1,391 -23%
CPBTD
840
Central Pacific Bank - Trust Division
Hawaii
$375K -$976K -11,907 -72%
BF
841
BOK Financial
Oklahoma
$375K -$12.3K -150 -3%
AMG
842
Asset Management Group
Connecticut
$374K -$43.4K -529 -10%
IJWM
843
Inman Jager Wealth Management
Mississippi
$374K +$374K +4,565 New
UCB
844
United Community Bank
South Carolina
$373K -$138K -1,680 -27%
NWM
845
Napa Wealth Management
California
$373K -$456K -5,562 -55%
SCM
846
Sunbeam Capital Management
Georgia
$372K +$372K +4,535 New
TFP
847
Tilia Fiduciary Partners
North Carolina
$370K
LWM
848
Lyell Wealth Management
California
$368K -$13.4K -163 -4%
SW
849
SteelPeak Wealth
California
$368K +$72.5K +884 +25%
SAA
850
Southeast Asset Advisors
Georgia
$363K -$68.7K -838 -16%