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iShares 1-3 Year Treasury Bond ETF

1,171 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 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.64M

120% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 83

17% more funds holding in top 10

Funds holding in top 10: 7082 (+12)

7% more funds holding

Funds holding: 1,0971,171 (+74)

1% more capital invested

Capital invested by funds: $19.2B → $19.3B (+$180M)

0.27% more ownership

Funds ownership: 82.41%82.68% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 425

Holders
1,171
Holders Change
+74
Holders Change %
+6.75%
% of All Funds
15.42%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.08%
New
183
Increased
422
Reduced
425
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
1201
Compton Wealth Advisory Group
Virginia
-$1.16M -13,933 Closed
RFWA
1202
RPg Family Wealth Advisory
Massachusetts
-$1.05M -12,671 Closed
CPRC
1203
Consolidated Portfolio Review Corp
New York
-$1.01M -12,103 Closed
FPCP
1204
Fort Point Capital Partners
California
-$858K -10,315 Closed
HWM
1205
Hassell Wealth Management
Louisiana
-$705K -8,557 Closed
TSS
1206
Two Sigma Securities
New York
-$668K -8,031 Closed
PFM
1207
Patton Fund Management
Texas
-$655K -7,875 Closed
EAM
1208
Eschler Asset Management
United Kingdom
-$624K -7,500 Closed
JCM
1209
Jacobi Capital Management
Pennsylvania
-$612K -7,356 Closed
CWS
1210
Confluence Wealth Services
Pennsylvania
-$585K -7,036 Closed
MCM
1211
Mainstay Capital Management
Michigan
-$581K -6,984 Closed
HWM
1212
HighMark Wealth Management
Minnesota
-$570K -6,856 Closed
RCM
1213
Ridgepath Capital Management
Tennessee
-$553K -6,655 Closed
HF
1214
HRT Financial
New York
-$534K -6,431 Closed
WC
1215
Westwind Capital
New Mexico
-$528K -6,355 Closed
FWM
1216
Finer Wealth Management
Massachusetts
-$661K -6,152 Closed
PPW
1217
Parcion Private Wealth
Washington
-$493K -5,930 Closed
B
1218
Bellecapital
Switzerland
-$437K -5,251 Closed
NFG
1219
Nations Financial Group
Iowa
-$324K -3,895 Closed
FIS
1220
Fischer Investment Strategies
California
-$308K -3,704 Closed
ISL
1221
Ingalls & Snyder LLC
New York
-$297K -3,575 Closed
CCM
1222
Crabel Capital Management
California
-$294K -3,531 Closed
TI
1223
TrueMark Investments
Illinois
-$285K -3,428 Closed
TGAM
1224
TBH Global Asset Management
Tennessee
-$276K -3,316 Closed
CWM
1225
Connecticut Wealth Management
Connecticut
-$273K -3,289 Closed