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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
926
MGO One Seven
Ohio
$226K +$226K +2,769 New
LA
927
Legacy Advisors
Pennsylvania
$226K +$226K +2,756 New
SI
928
Shaker Investments
Ohio
$226K +$226K +2,758 New
PCM
929
Passive Capital Management
Maryland
$225K
1IA
930
1834 Investment Advisors
Wisconsin
$222K
EWA
931
Exencial Wealth Advisors
Oklahoma
$221K +$221K +2,705 New
DWA
932
Delap Wealth Advisory
Oregon
$221K -$282K -3,451 -56%
EWA
933
EverSource Wealth Advisors
Alabama
$220K +$220K +2,713 New
GWM
934
Gray Wealth Management
Maine
$220K
UAG
935
United Advisor Group
Ohio
$218K +$218K +2,671 New
RW
936
Rede Wealth
Virginia
$218K +$218K +2,670 New
TWP
937
Tyche Wealth Partners
Texas
$216K -$23.7K -290 -10%
CI
938
CX Institutional
Indiana
$216K +$13.2K +162 +7%
CTFG
939
Capstone Triton Financial Group
Oklahoma
$215K
PFGIA
940
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$245 -3 -0.1%
WC
941
Waterloo Capital
Texas
$214K -$469K -5,730 -69%
Simplex Trading
942
Simplex Trading
Illinois
$214K +$214K +2,629 New
AT
943
Arden Trust
Delaware
$213K
SWP
944
Semus Wealth Partners
Florida
$211K -$4.5K -55 -2%
AMIM
945
Aull & Monroe Investment Management
Alabama
$210K
KWA
946
Kingswood Wealth Advisors
California
$209K +$209K +2,561 New
FAG
947
Fortitude Advisory Group
Washington
$209K -$38.1K -466 -15%
PWW
948
Pettyjohn Wood & White
Virginia
$206K
BIA
949
Bigelow Investment Advisors
Maine
$205K -$24.1K -295 -11%
HFW
950
Horizon Family Wealth
Illinois
$203K -$81.8K -1,000 -29%