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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
926
Tempus Wealth Planning
California
$276K
WDC
927
Woodward Diversified Capital
California
$275K -$171K -2,091 -38%
GWM
928
GK Wealth Management
Nevada
$275K +$275K +3,350 New
AG
929
AlTi Global
New York
$274K +$274K +3,341 New
DWM
930
Destination Wealth Management
California
$273K +$273K +3,325 New
WE
931
Wealth Effects
Massachusetts
$271K +$271K +3,310 New
SWP
932
Sagespring Wealth Partners
Tennessee
$271K +$271K +3,309 New
AT
933
American Trust
Kentucky
$270K +$270K +3,298 New
SIM
934
Seaview Investment Managers
Florida
$270K +$270K +3,291 New
HCM
935
Hudson Capital Management
New Jersey
$269K -$5.41K -66 -2%
SA
936
Sovran Advisors
California
$268K +$268K +3,279 New
RI
937
Ridgewood Investments
New Jersey
$268K +$63.5K +775 +31%
SWM
938
Sugarloaf Wealth Management
Georgia
$267K -$27.4K -334 -9%
AWM
939
AllSquare Wealth Management
New York
$266K
1IA
940
1834 Investment Advisors
Wisconsin
$265K +$14.3K +174 +6%
AF
941
Arrow Financial
New York
$264K
SCM
942
Sollinda Capital Management
Florida
$263K
CWM
943
Chicago Wealth Management
Illinois
$261K -$32.1K -392 -11%
NC
944
Napatree Capital
Rhode Island
$260K
SWM
945
Seed Wealth Management
Illinois
$260K +$260K +3,170 New
CPSAC
946
Chas P. Smith & Associates (CPS)
Florida
$257K -$45.5K -555 -15%
GA
947
GFS Advisors
Texas
$256K +$9.93K +121 +4%
VA
948
Valmark Advisers
Ohio
$255K +$255K +3,111 New
C1AG
949
Client 1st Advisory Group
Florida
$254K +$254K +3,101 New
BFA
950
Beaumont Financial Advisors
Massachusetts
$253K +$9.76K +119 +4%