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iShares 1-3 Year Treasury Bond ETF

1,085 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $3.27M

5% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $19.3B → $18.5B (-$757M)

1.21% less ownership

Funds ownership: 77.48%76.27% (-1.2%)

2% less funds holding

Funds holding: 1,1051,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 8578 (-7)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 456

Holders
1,085
Holders Change
-20
Holders Change %
-1.81%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
103
Increased
381
Reduced
456
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
1126
Clark Capital Management Group
Pennsylvania
-$661K -8,078 Closed
BTWM
1127
Baker Tilly Wealth Management
Wisconsin
-$611K -7,468 Closed
JWM
1128
JPL Wealth Management
Colorado
-$604K -7,385 Closed
WPC
1129
White Pine Capital
Minnesota
-$593K -7,304 Closed
EDRIA
1130
Edmonds Duncan Registered Investment Advisors
Kansas
-$592K -7,242 Closed
FA
1131
Fermata Advisors
California
-$565K -6,906 Closed
EFG
1132
Embree Financial Group
Illinois
-$556K -6,795 Closed
FWP
1133
Falcon Wealth Planning
California
-$553K -6,763 Closed
AG
1134
AlTi Global
New York
-$514K -6,291 Closed
KCM
1135
KM Capital Management
Texas
-$502K -6,140 Closed
CFP
1136
Catalyst Financial Partners
Massachusetts
-$399K -4,911 Closed
QWP
1137
Quotient Wealth Partners
Texas
-$398K -4,869 Closed
MC
1138
Middleton & Co
Massachusetts
-$390K -4,767 Closed
GPWA
1139
Great Point Wealth Advisors
Massachusetts
-$385K -4,713 Closed
SWP
1140
Significant Wealth Partners
Illinois
-$351K -4,289 Closed
PCG
1141
Prosperity Consulting Group
Maryland
-$344K -4,211 Closed
PP
1142
Prudential plc
United Kingdom
-$313K -3,829 Closed
SA
1143
SpiderRock Advisors
Delaware
-$312K -3,823 Closed
SCG
1144
Sonata Capital Group
Washington
-$307K -3,753 Closed
PCM
1145
Prelude Capital Management
New York
-$305K -3,730 Closed
GIM
1146
Goelzer Investment Management
Indiana
-$279K -3,406 Closed
CICC
1147
Capital Investment Counsel (Colorado)
Colorado
-$255K -3,117 Closed
ARC
1148
Advisor Resource Council
Texas
-$254K -3,102 Closed
SAMC
1149
Spectrum Asset Management (California)
California
-$245K -3,000 Closed
BWS
1150
Buck Wealth Strategies
Colorado
-$243K -2,970 Closed