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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 %
KFS
1101
Kelly Financial Services
Massachusetts
$726 -$323 -4 -31%
FWP
1102
FAS Wealth Partners
Kansas
$270 -$2.52K -28 -90%
GWANC
1103
Guardian Wealth Advisors (North Carolina)
North Carolina
$47 -$40.3K -857 -100%
CWM
1104
Curi Wealth Management
North Carolina
-$47.9M -584,098 Closed
RAG
1105
RIA Advisory Group
Iowa
-$43.8M -436,673 Closed
SAS
1106
SMI Advisory Services
Indiana
-$22.5M -273,946 Closed
CFC
1107
Client First Capital
California
-$21.3M -259,505 Closed
OMC
1108
Old Mission Capital
Illinois
-$17.9M -218,322 Closed
BHWA
1109
Beacon Harbor Wealth Advisors
Virginia
-$11.5M -140,340 Closed
WA
1110
Win Advisors
Florida
-$10.7M -129,956 Closed
WAM
1111
Worth Asset Management
Texas
-$9.94M -121,204 Closed
RSWM
1112
Robertson Stephens Wealth Management
California
-$8.79M -107,161 Closed
AWA
1113
Arete Wealth Advisors
Illinois
-$4.85M -59,158 Closed
AIC
1114
Anthracite Investment Company
Texas
-$3.49M -42,500 Closed
HT
1115
Headlands Technologies
Illinois
-$2.7M -32,970 Closed
RC
1116
Rovin Capital
Arizona
-$2.54M -30,951 Closed
GBWM
1117
Granite Bay Wealth Management
New Hampshire
-$2.2M -27,072 Closed
RBCM
1118
Raub Brock Capital Management
California
-$1.94M -23,605 Closed
MIH
1119
Meitav Investment House
Israel
-$1.8M -21,958 Closed
TLFA
1120
True Link Financial Advisors
California
-$1.73M -21,110 Closed
EL
1121
EQ LLC
Washington
-$1.67M -20,340 Closed
CWA
1122
Consilio Wealth Advisors
Washington
-$1.52M -18,550 Closed
Vanguard Group
1123
Vanguard Group
Pennsylvania
-$1.46M -17,833 Closed
CPC
1124
Consolidated Planning Corp
Georgia
-$1.34M -16,304 Closed
OP
1125
ORG Partners
Indiana
-$1.34M -16,293 Closed