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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,154 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, 419 reducing their positions, and 83 closing their positions.

Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% 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
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$389M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$946M
3
EP
3
Essential Planning
New Hampshire
$202M
4
AssetMark Inc
4
AssetMark Inc
California
$334M
5
Ameriprise
5
Ameriprise
Minnesota
$291M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
2
BlackRock
New York
$1.38B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.83B
4
Barclays
4
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
WJA
76
Willis Johnson & Associates
Texas
$28M 341,244 +12,244 +4%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$27.9M 340,050 +36,830 +12%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$27.9M 339,988 -358,129 -51%
ASN
79
Advisory Services Network
Georgia
$27.9M 339,784 +24,666 +8%
HTC
80
Haverford Trust Company
Pennsylvania
$27.5M 335,117 +15,210 +5%
DWM
81
Dakota Wealth Management
Florida
$27.3M 333,464 +68,631 +26%
KAS
82
Kestra Advisory Services
Texas
$26.7M 325,914 +124,580 +62%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$26M 294,689 -214,622 -42%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$25M 305,471 -5,704 -2%
A
85
Allianz
Germany
$24.6M 300,647 +18,347 +6%
Lido Advisors
86
Lido Advisors
California
$24.6M 300,611 +33,548 +13%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$24.6M 299,685 -46,563 -13%
KeyBank National Association
88
KeyBank National Association
Ohio
$24.5M 298,401 -25,576 -8%
Fisher Asset Management
89
Fisher Asset Management
Washington
$23.8M 290,384 +61,805 +27%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$23.6M 287,388 -2,936 -1%
JIP
91
Jaffetilchin Investment Partners
Florida
$23M 280,676 +10,994 +4%
CI
92
CX Institutional
Indiana
$22.8M 278,475 +85,861 +45%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$22.8M 278,273 -5,935,830 -96%
SCVTA
94
Santa Clara Valley Transportation Authority
California
$22.6M 275,229 – –
Mariner
95
Mariner
Kansas
$22.5M 274,518 -17,198 -6%
HNB
96
Huntington National Bank
Ohio
– – – –
MP
97
Moment Partners
California
$22.3M 271,765 +271,765 New
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$22M 267,962 -8,105 -3%
PCIG
99
Partners Capital Investment Group
Massachusetts
$21.9M 266,643 -148,834 -36%
IWP
100
Innova Wealth Partners
Pennsylvania
$21.2M 258,152 +258,152 New
2 3
4
5 6