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iShares 1-3 Year Treasury Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
LTL
1176
Lowery Thomas LLC
California
-2,867 Closed
MF
1177
Montis Financial
Massachusetts
-2,859 Closed
IF
1178
Ironwood Financial
Arizona
-2,851 Closed
BHWM
1179
Bar Harbor Wealth Management
New Hampshire
-2,820 Closed
AIA
1180
Alternative Investment Advisors
Florida
-2,813 Closed
BCG
1181
Breakwater Capital Group
New Jersey
-2,807 Closed
LWM
1182
Liberty Wealth Management
California
-2,740 Closed
CCM
1183
Crew Capital Management
Ohio
-2,737 Closed
PF
1184
Prosperitas Financial
California
-2,726 Closed
HWM
1185
Hemington Wealth Management
Virginia
-2,703 Closed
GFG
1186
Goldstone Financial Group
Illinois
-2,594 Closed
HCM
1187
Highview Capital Management
Illinois
-2,581 Closed
CAM
1188
Concorde Asset Management
Michigan
-2,533 Closed
WA
1189
WBH Advisory
Maryland
-2,489 Closed
DWM
1190
Darwin Wealth Management
Florida
-2,479 Closed
TA
1191
TrueWealth Advisors
Alabama
-2,472 Closed
DIA
1192
Davidson Investment Advisors
Montana
-1,731 Closed
BWS
1193
Buck Wealth Strategies
Colorado
-1,646 Closed
PC
1194
Pecaut & Co
Iowa
-1,484 Closed
CIA
1195
Choate Investment Advisors
Massachusetts
-1,448 Closed
TCA
1196
Trifecta Capital Advisors
Illinois
-1,435 Closed
NIC
1197
Northwest Investment Counselors
Oregon
-1,128 Closed
WWP
1198
WR Wealth Planners
Missouri
-1,079 Closed
SCA
1199
Stonebridge Capital Advisors
Minnesota
-654 Closed
HFS
1200
Hantz Financial Services
Michigan
-439 Closed