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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 %
HI
926
Harbour Investments
Wisconsin
$255K +$60.8K +741 +31%
CT
927
Clearstead Trust
Maine
$254K +$25.7K +313 +11%
KCM
928
KM Capital Management
Texas
$254K
JWM
929
Jessup Wealth Management
Ohio
$251K -$224K -2,732 -47%
IHL
930
Investment House LLC
California
$251K -$12.1K -148 -5%
RL
931
Rogco LP
Oklahoma
$250K
FA
932
FDx Advisors
Illinois
$250K +$250K +3,044 New
GC
933
Guidance Capital
Kentucky
$248K -$16.7K -204 -6%
FAG
934
Fortitude Advisory Group
Washington
$248K +$248K +3,024 New
SAMC
935
Spectrum Asset Management (California)
California
$246K -$96.4K -1,175 -28%
HNWAG
936
High Net Worth Advisory Group
Florida
$246K -$24.1K -294 -9%
CPA
937
Cardiff Park Advisors
California
$246K
GA
938
GFS Advisors
Texas
$246K -$24.6K -300 -9%
SFG
939
Sunburst Financial Group
Alabama
$243K
TWP
940
Tempus Wealth Planning
California
$243K -$92.9K -1,132 -28%
WP
941
WMS Partners
Maryland
$243K +$243K +2,959 New
AR
942
Advisory Research
Illinois
$242K +$2.46K +30 +1%
TWP
943
Tyche Wealth Partners
Texas
$241K +$241K +2,936 New
TCM
944
Towneley Capital Management
California
$240K +$240K +2,929 New
BFA
945
Bragg Financial Advisors
North Carolina
$238K
KA
946
Kure Advisory
Minnesota
$237K +$237K +2,892 New
VVP
947
Venture Visionary Partners
Ohio
$237K +$237K +2,891 New
WC
948
Whitney & Co
New York
$237K -$1.16M -14,110 -83%
SEP
949
Southland Equity Partners
Missouri
$234K -$203K -2,470 -46%
TCWA
950
Turtle Creek Wealth Advisors
Texas
$233K +$233K +2,838 New