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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,154 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$946M
2
EP
Essential Planning
New Hampshire
$202M
3
AssetMark Inc
AssetMark Inc
California
$334M
4
Ameriprise
Ameriprise
Minnesota
$291M
5
Bank of America
Bank of America
North Carolina
$1.25B

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
BlackRock
New York
$1.38B
3
Morgan Stanley
Morgan Stanley
New York
$2.83B
4
Barclays
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
1176
Bank of Nova Scotia
Ontario, Canada
– -$1.61M -19,370 Closed
VWA
1177
Visionary Wealth Advisors
Illinois
– -$1.6M -19,271 Closed
CSPIA
1178
Cary Street Partners Investment Advisory
Virginia
– -$1.58M -18,987 Closed
EGM
1179
Engineers Gate Manager
New York
– -$1.39M -16,703 Closed
WJWM
1180
Williams Jones Wealth Management
New York
– -$1.34M -16,072 Closed
JPG
1181
Jordan Park Group
California
– -$1.34M -16,057 Closed
TI
1182
Tidal Investments
Wisconsin
– -$1.3M -15,674 Closed
GS
1183
GTS Securities
New York
– -$1.28M -15,340 Closed
CWAG
1184
Compton Wealth Advisory Group
Virginia
– -$1.16M -13,933 Closed
RFWA
1185
RPg Family Wealth Advisory
Massachusetts
– -$1.05M -12,671 Closed
CPRC
1186
Consolidated Portfolio Review Corp
New York
– -$1.01M -12,103 Closed
FPCP
1187
Fort Point Capital Partners
California
– -$858K -10,315 Closed
HWM
1188
Hassell Wealth Management
Louisiana
– -$705K -8,557 Closed
TSS
1189
Two Sigma Securities
New York
– -$668K -8,031 Closed
PFM
1190
Patton Fund Management
Texas
– -$655K -7,875 Closed
EAM
1191
Eschler Asset Management
United Kingdom
– -$624K -7,500 Closed
JCM
1192
Jacobi Capital Management
Pennsylvania
– -$612K -7,356 Closed
CWS
1193
Confluence Wealth Services
Pennsylvania
– -$585K -7,036 Closed
MCM
1194
Mainstay Capital Management
Michigan
– -$581K -6,984 Closed
HWM
1195
HighMark Wealth Management
Minnesota
– -$570K -6,856 Closed
RCM
1196
Ridgepath Capital Management
Tennessee
– -$553K -6,655 Closed
HF
1197
HRT Financial
New York
– -$534K -6,431 Closed
WC
1198
Westwind Capital
New Mexico
– -$528K -6,355 Closed
FWM
1199
Finer Wealth Management
Massachusetts
– -$661K -6,152 Closed
PPW
1200
Parcion Private Wealth
Washington
– -$493K -5,930 Closed
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