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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.35%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
BlackRock
2
BlackRock
New York
$1.52B
3
Cerity Partners
3
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
AssetMark Inc
3
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
5
Charles Schwab
California
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
1151
Savior LLC
Massachusetts
– – -5,985 Closed
AFAS
1152
Acorn Financial Advisory Services
Virginia
– – -5,315 Closed
KWA
1153
Kingswood Wealth Advisors
California
– – -5,301 Closed
IAS
1154
IMA Advisory Services
Colorado
– – -5,160 Closed
ITB
1155
Idaho Trust Bank
Idaho
– – -5,049 Closed
APG
1156
Abacus Planning Group
South Carolina
– – -4,745 Closed
TFA
1157
TPG Financial Advisors
Oregon
– – -4,611 Closed
AA
1158
ACT Advisors
North Carolina
– – -4,384 Closed
ATC
1159
Argent Trust Co
Tennessee
– – -4,340 Closed
SFG
1160
Sovereign Financial Group
Connecticut
– – -4,042 Closed
UI
1161
Unconventional Investor
New Hampshire
– – -3,804 Closed
PIA
1162
Pinion Investment Advisors
Kansas
– – -3,740 Closed
RRA
1163
Round Rock Advisors
Connecticut
– – -3,449 Closed
MOS
1164
MGO One Seven
Ohio
– – -3,368 Closed
EHC
1165
Everett Harris & Co
California
– – -3,277 Closed
SL
1166
SWMG LLC
Texas
– – -3,178 Closed
LSIA
1167
LaSalle St. Investment Advisors
Illinois
– – -3,139 Closed
EI
1168
Ellevest Inc
New York
– – -3,100 Closed
BCA
1169
Bay Colony Advisors
Massachusetts
– – -3,094 Closed
CWM
1170
Cornerstone Wealth Management
Missouri
– – -3,055 Closed
RBC
1171
Romano Brothers & Co
Illinois
– – -3,050 Closed
TBWA
1172
Three Bridge Wealth Advisors
California
– – -3,045 Closed
NCM
1173
Nelson Capital Management
California
– – -2,950 Closed
HWM
1174
HB Wealth Management
Georgia
– – -2,928 Closed
KAS
1175
KPP Advisory Services
Kentucky
– – -2,883 Closed
45 46
47
48 49