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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 %
CIAS
901
CBIZ Investment Advisory Services
Ohio
$289K +$289K +3,522 New
HCM
902
Hudson Capital Management
New Jersey
$289K -$574 -7 -0.2%
OIA
903
Optimum Investment Advisors
Illinois
$288K -$385K -4,689 -57%
MKA
904
M. Kulyk & Associates
Georgia
$287K +$574 +7 +0.2%
HFW
905
Horizon Family Wealth
Illinois
$285K +$285K +3,478 New
LWM
906
Lyell Wealth Management
California
$284K +$284K +3,460 New
ATI
907
ARK & TLK Investments
Oklahoma
$284K +$284K +3,458 New
WDC
908
Woodward Diversified Capital
California
$281K +$47.6K +580 +20%
SSB
909
Sandy Spring Bank
Maryland
$280K
TCM
910
Triumph Capital Management
Colorado
$279K -$8.21K -100 -3%
CT
911
Cambridge Trust
Massachusetts
$279K -$1.39M -16,929 -83%
CM
912
Columbus Macro
Pennsylvania
$278K -$2.13K -26 -0.8%
Wolverine Trading
913
Wolverine Trading
Illinois
$273K +$273K +3,329 New
OA
914
Operose Advisors
Wisconsin
$273K -$37.1K -452 -12%
SPWM
915
Straight Path Wealth Management
Michigan
$270K +$12.3K +150 +5%
BJL
916
Brighton Jones LLC
Washington
$270K +$270K +3,291 New
TIA
917
Tiemann Investment Advisors
California
$267K -$246K -3,000 -48%
AWM
918
AllSquare Wealth Management
New York
$267K
AF
919
Arrow Financial
New York
$265K
FFS
920
Founders Financial Securities
Maryland
$263K
FCFC
921
First Citizens Financial Corp
Iowa
$263K
GIP
922
Greatmark Investment Partners
Georgia
$263K +$263K +3,200 New
CG
923
Cynosure Group
Utah
$262K
FWM
924
Finer Wealth Management
Massachusetts
$260K -$50.6K -617 -16%
NC
925
Napatree Capital
Rhode Island
$255K +$255K +3,110 New