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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 %
CPSAC
851
Chas P. Smith & Associates (CPS)
Florida
$377K +$377K +4,593 New
DCM
852
Dimension Capital Management
Florida
$376K -$6.97M -85,005 -95%
PP
853
PrairieView Partners
Minnesota
$374K +$154K +1,882 +70%
WT
854
Whittier Trust
California
$373K -$121K -1,475 -25%
CAS
855
Coppell Advisory Solutions
Texas
$371K +$340K +4,150 +1,110%
CFP
856
Catalyst Financial Partners
Massachusetts
$370K -$75.8K -924 -17%
MA
857
MONECO Advisors
Connecticut
$366K -$148K -1,803 -29%
CPG
858
Custom Portfolio Group
Colorado
$365K +$365K +5,085 New
TA
859
Tectonic Advisors
Texas
$364K +$8.94K +109 +3%
DCM
860
Donaldson Capital Management
Indiana
$363K -$143K -1,737 -28%
AGP
861
Autumn Glory Partners
Texas
$362K -$9.86K -120 -3%
SEIA
862
Signature Estate & Investment Advisors
California
$358K +$5.74K +70 +2%
AWE
863
Avidian Wealth Enterprises
Texas
$353K -$902 -11 -0.3%
SWM
864
Stapp Wealth Management
Washington
$351K
FNWA
865
Financial Network Wealth Advisors
Utah
$347K +$347K +4,232 New
FBC
866
Fairfield, Bush & Co
Connecticut
$347K
PF
867
Phoenix Financial
Israel
$345K +$30K +366 +10%
BBNA
868
Bremer Bank National Association
Minnesota
$345K
SAF
869
Smith Anglin Financial
Texas
$343K -$11.8M -143,877 -97%
HAS
870
HBW Advisory Services
California
$341K +$164 +2 +0%
EWMCB
871
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$339K +$124K +1,519 +58%
SF
872
SWP Financial
California
$338K +$338K +4,122 New
AC
873
Addison Capital
Pennsylvania
$338K +$338K +4,118 New
ADBIC
874
A.D. Beadell Investment Counsel
Wisconsin
$336K +$41.2K +503 +14%
LSA
875
Lion Street Advisors
Texas
$336K +$30.2K +368 +10%