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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 %
BDFN
876
Bond & Devick Financial Network
Minnesota
$333K +$34.6K +422 +12%
LWM
877
Lakeridge Wealth Management
Ohio
$333K +$333K +4,054 New
RCS
878
Retirement Capital Strategies
California
$332K
AGA
879
Arkos Global Advisors
Texas
$330K -$1.05M -12,869 -76%
BWM
880
Brickley Wealth Management
California
$327K +$18.9K +230 +6%
WF
881
Wayfinding Financial
Washington
$327K -$107K -1,303 -25%
HWM
882
Horizons Wealth Management
North Carolina
$327K -$51.3K -625 -14%
Luther King Capital Management (LKCM)
883
Luther King Capital Management (LKCM)
Texas
$326K -$889K
GJIA
884
Glass Jacobson Investment Advisors
Maryland
$325K -$19.3K -235 -6%
LCGC
885
Legacy Capital Group California
California
$324K -$50.5K -616 -13%
CSC
886
Caldwell Sutter Capital
California
$322K +$7.22K +88 +2%
MFIMFI
887
Mesirow Financial Investment Management - Fixed Income
Illinois
$321K
SFP
888
Strategic Financial Partners
Oregon
$320K -$8.86K -108 -3%
PFG
889
Prosperity Financial Group
California
$314K +$314K +3,830 New
OAM
890
Occidental Asset Management
California
$311K +$311K +3,793 New
LIG
891
Lokken Investment Group
Delaware
$310K +$310K +3,779 New
OHWP
892
Oak Harbor Wealth Partners
North Carolina
$310K +$13.6K +166 +5%
SCG
893
Sonata Capital Group
Washington
$308K +$308K +3,750 New
GHA
894
GW Henssler & Associates
Georgia
$307K
GSIAS
895
Garden State Investment Advisory Services
New Jersey
$305K -$48.1K -586 -14%
WCWM
896
Willow Creek Wealth Management
California
$301K
CWG
897
Cornerstone Wealth Group
North Carolina
$294K +$294K +3,587 New
ATWA
898
Arbor Trust Wealth Advisors
Michigan
$294K +$50.9K +620 +21%
SGAM
899
Stephens Group Asset Management
Arkansas
$293K -$49.6K -605 -14%
AP
900
Appleton Partners
Massachusetts
$289K +$28.2K +344 +11%