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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
15.64%
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 %
AWM
876
AllSquare Wealth Management
New York
$265K
BRG
877
Bay Rivers Group
Virginia
$265K +$265K +3,243 New
LWM
878
Lakeridge Wealth Management
Ohio
$265K -$107K -1,308 -29%
SW
879
SlateStone Wealth
Florida
$264K -$88.7K -1,085 -25%
SCM
880
Sollinda Capital Management
Florida
$264K -$258K -3,155 -49%
AF
881
Arrow Financial
New York
$263K
CG
882
Cynosure Group
Utah
$261K
NC
883
Napatree Capital
Rhode Island
$259K +$5.31K +65 +2%
VFG
884
Valley Financial Group
Pennsylvania
$258K +$258K +3,164 New
JIC
885
Joel Isaacson & Co
New York
$258K -$96.3K -1,179 -27%
OIA
886
Optimum Investment Advisors
Illinois
$255K -$20.7K -253 -7%
SPWM
887
Straight Path Wealth Management
Michigan
$253K
AC
888
Anson Capital
Georgia
$252K +$252K +3,089 New
HGERS
889
Householder Group Estate & Retirement Specialist
Arizona
$252K -$134K -1,646 -35%
LWM
890
Lyell Wealth Management
California
$252K
ATC
891
Argent Trust Co
Tennessee
$251K +$5.72K +70 +2%
MOS
892
MGO One Seven
Ohio
$250K +$23.5K +288 +10%
1IA
893
1834 Investment Advisors
Wisconsin
$249K +$27.4K +335 +12%
SAS
894
SMI Advisory Services
Indiana
$247K +$247K +3,023 New
TPA
895
Trivium Point Advisory
Connecticut
$246K +$246K +3,010 New
GA
896
GFS Advisors
Texas
$245K +$35.4K +507 +17%
HNWAG
897
High Net Worth Advisory Group
Florida
$245K
CPA
898
Cardiff Park Advisors
California
$245K
KC
899
Kinloch Capital
Virginia
$243K +$243K +2,975 New
RFA
900
RTD Financial Advisors
Pennsylvania
$241K +$241K +2,946 New