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iShares 1-3 Year Treasury Bond ETF

1,171 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 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.64M

120% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 83

17% more funds holding in top 10

Funds holding in top 10: 7082 (+12)

7% more funds holding

Funds holding: 1,0971,171 (+74)

1% more capital invested

Capital invested by funds: $19.2B → $19.3B (+$180M)

0.27% more ownership

Funds ownership: 82.41%82.68% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 425

Holders
1,171
Holders Change
+74
Holders Change %
+6.75%
% of All Funds
15.42%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.08%
New
183
Increased
422
Reduced
425
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
WJA
76
Willis Johnson & Associates
Texas
$28M +$1.01M +12,244 +4%
BCWM
77
Bartlett & Co Wealth Management
Ohio
$27.9M +$3.03M +36,830 +12%
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$27.9M -$29.4M -358,129 -51%
ASN
79
Advisory Services Network
Georgia
$27.9M +$2.03M +24,666 +8%
HTC
80
Haverford Trust Company
Pennsylvania
$27.5M +$1.25M +15,210 +5%
DWM
81
Dakota Wealth Management
Florida
$27.3M +$5.64M +68,631 +26%
KAS
82
Kestra Advisory Services
Texas
$26.7M +$10.2M +124,580 +62%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$26M -$17.6M -214,622 -42%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$25M -$469K -5,704 -2%
A
85
Allianz
Germany
$24.6M +$1.51M +18,347 +6%
Lido Advisors
86
Lido Advisors
California
$24.6M +$2.76M +33,548 +13%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$24.6M -$3.83M -46,563 -13%
KeyBank National Association
88
KeyBank National Association
Ohio
$24.5M -$2.1M -25,576 -8%
Fisher Asset Management
89
Fisher Asset Management
Washington
$23.8M +$5.08M +61,805 +27%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$23.6M -$241K -2,936 -1%
JIP
91
Jaffetilchin Investment Partners
Florida
$23M +$904K +10,994 +4%
CI
92
CX Institutional
Indiana
$22.8M +$7.06M +85,861 +45%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$22.8M -$488M -5,935,830 -96%
SCVTA
94
Santa Clara Valley Transportation Authority
California
$22.6M
Mariner
95
Mariner
Kansas
$22.5M -$1.41M -17,198 -6%
HNB
96
Huntington National Bank
Ohio
$22.3M
MP
97
Moment Partners
California
$22.3M +$22.3M +271,765 New
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$22M -$666K -8,105 -3%
PCIG
99
Partners Capital Investment Group
Massachusetts
$21.9M -$12.2M -148,834 -36%
IWP
100
Innova Wealth Partners
Pennsylvania
$21.2M +$21.2M +258,152 New