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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 %
LAM
976
Lummis Asset Management
Texas
$130K
CA
977
Crewe Advisors
Utah
$125K -$654 -8 -0.5%
JPWM
978
Jamison Private Wealth Management
Georgia
$123K +$123K +1,500 New
CA
979
Centerpoint Advisors
Massachusetts
$117K +$63.7K +778 +120%
CF
980
Centaurus Financial
California
$115K -$95.4K -1,162 -45%
YDMI
981
Y.D. More Investments
Israel
$114K -$26.8K -328 -19%
TH
982
TCTC Holdings
Texas
$114K +$114K +1,400 New
NCTC
983
New Covenant Trust Company
Indiana
$110K +$110K +1,351 New
WB
984
Webster Bank
Connecticut
$109K
AWA
985
Alaska Wealth Advisors
Alaska
$100K -$5.23K -64 -5%
PFBT
986
Parkside Financial Bank & Trust
Missouri
$99K
GBT
987
Grove Bank & Trust
Florida
$98.1K
IFAM
988
Institutional & Family Asset Management
Colorado
$97.7K -$1.88K -23 -2%
IGWM
989
ICA Group Wealth Management
Colorado
$94K -$52.3K -640 -36%
TIM
990
Tortoise Investment Management
New York
$92.8K
MFC
991
Mechanics Financial Corp
Ohio
$92.6K
NIC
992
Northwest Investment Counselors
Oregon
$92.2K +$92.2K +1,128 New
VWWMG
993
Vermillion & White Wealth Management Group
Pennsylvania
$92.2K
BONH
994
Bank of New Hampshire
New Hampshire
$90.9K -$35.1K -429 -28%
PMFA
995
Plante Moran Financial Advisors
Michigan
$90K +$20.4K +249 +29%
HI
996
Horizon Investments
North Carolina
$89.9K
RDFA
997
Ritter Daniher Financial Advisory
Ohio
$89.8K +$26.6K +325 +42%
CTC
998
Central Trust Company
Missouri
$89.3K
LWA
999
Lowe Wealth Advisors
Maryland
$87.5K -$22.9K -280 -21%
GFL
1000
Granite FO LLC
New Hampshire
$82.3K +$57.3K +692 +229%