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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
BlackRock
2
BlackRock
New York
$1.52B
3
Cerity Partners
3
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
AssetMark Inc
3
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
5
Charles Schwab
California
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$30.3M 368,744 +7,593 +2%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$30M 315,575 -298,574 -49%
Amundi
78
Amundi
France
$29.6M 361,200 +361,200 New
Baird Financial Group
79
Baird Financial Group
Wisconsin
$28.9M 352,800 +38,774 +12%
AFIA
80
America First Investment Advisors
Nebraska
$28.8M 350,734 -7,882 -2%
KeyBank National Association
81
KeyBank National Association
Ohio
$26.5M 322,934 +8,167 +3%
BSW
82
Buckingham Strategic Wealth
Missouri
$25.6M 312,444 -1,038 -0.3%
QC
83
Quent Capital
New York
$25.4M 309,951 +51,787 +20%
BCI
84
Brinker Capital Investments
Pennsylvania
$24.8M 302,801 -35,354 -10%
OPS
85
Orion Portfolio Solutions
Nebraska
$24.8M 302,801 -35,354 -10%
EGA
86
Eagle Global Advisors
Texas
$24.6M 299,730 +259,585 +647%
HNB
87
Huntington National Bank
Ohio
– – – –
WJA
88
Willis Johnson & Associates
Texas
$23.3M 284,245 +6,599 +2%
MFIM
89
Mesirow Financial Investment Management
Illinois
$23.3M 283,625 +283,625 New
ZIM
90
Zacks Investment Management
Illinois
$23M 280,163 -88,739 -24%
ASN
91
Advisory Services Network
Georgia
$22.9M 279,043 +23,747 +9%
JIP
92
Jaffetilchin Investment Partners
Florida
$22.6M 275,487 -34,646 -11%
SAS
93
SMI Advisory Services
Indiana
$22.5M 273,946 +270,978 +9,130%
HTC
94
Haverford Trust Company
Pennsylvania
$22.3M 271,445 +27,838 +11%
PCIG
95
Partners Capital Investment Group
Massachusetts
$22.1M 269,065 -227,023 -46%
PGFC
96
Peapack-Gladstone Financial Corp
New Jersey
$22M 268,113 -12,166 -4%
UCFA
97
United Capital Financial Advisors
Texas
$21.6M 263,880 -187,042 -41%
CFC
98
Client First Capital
California
$21.3M 259,505 -3,812 -1%
CAN
99
Cetera Advisor Networks
California
$21.2M 258,900 -238,245 -48%
FIA
100
Foundations Investment Advisors
Arizona
$20.9M 254,824 -262,687 -51%
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4
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