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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
TCM
1151
Towneley Capital Management
California
-$241K -2,944 Closed
IAA
1152
Independent Advisor Alliance
North Carolina
-$232K -2,835 Closed
SEP
1153
Southland Equity Partners
Missouri
-$227K -2,779 Closed
LA
1154
Legacy Advisors
Pennsylvania
-$226K -2,756 Closed
PCM
1155
Passive Capital Management
Maryland
-$225K -2,753 Closed
DWA
1156
Delap Wealth Advisory
Oregon
-$221K -2,697 Closed
SWP
1157
Semus Wealth Partners
Florida
-$211K -2,580 Closed
AMIM
1158
Aull & Monroe Investment Management
Alabama
-$210K -2,570 Closed
KWA
1159
Kingswood Wealth Advisors
California
-$209K -2,561 Closed
BIA
1160
Bigelow Investment Advisors
Maine
-$205K -2,509 Closed
Walleye Trading
1161
Walleye Trading
New York
-$202K -2,467 Closed
KAS
1162
KPP Advisory Services
Kentucky
-$201K -2,453 Closed
NFP
1163
Narus Financial Partners
Utah
-$200K -2,450 Closed
IWA
1164
Icon Wealth Advisors
Texas
-$194K -2,368 Closed
NCTC
1165
New Covenant Trust Company
Indiana
-$110K -1,351 Closed
IGWM
1166
ICA Group Wealth Management
Colorado
-$94K -1,149 Closed
NIC
1167
Northwest Investment Counselors
Oregon
-$92.2K -1,128 Closed
PMFA
1168
Plante Moran Financial Advisors
Michigan
-$90K -1,100 Closed
GFL
1169
Granite FO LLC
New Hampshire
-$82.3K -994 Closed
BCV
1170
Banque Cantonale Vaudoise
Switzerland
-$70K -850 Closed
FFO
1171
Fortitude Family Office
Arizona
-$42.7K -522 Closed
WAM
1172
WFA Asset Management
Wisconsin
-$38.4K -470 Closed
FFWM
1173
Future Financial Wealth Management
Ohio
-$35.8K -438 Closed
SN
1174
Sittner & Nelson
Oregon
-$24.4K -298 Closed
FGAM
1175
Financial Gravity Asset Management
Texas
-$18.4K -226 Closed