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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 %
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$20.7M 252,781 -25,430 -9%
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$20.7M 251,868
VAG
103
VisionPoint Advisory Group
Texas
$20.4M 248,242 +72,062 +41%
CC
104
Cypress Capital
Tennessee
$20.3M 247,522 -10,745 -4%
GPWA
105
Great Point Wealth Advisors
Massachusetts
$20M 243,535 +19,610 +9%
BCM
106
Brookstone Capital Management
Illinois
$19.4M 236,575 -226,466 -49%
TF
107
Trek Financial
Arizona
$19.2M 233,447 +41,690 +22%
KPWG
108
KFA Private Wealth Group
Virginia
$19M 231,246 +27,262 +13%
ACA
109
Anchor Capital Advisors
Massachusetts
$18.9M 230,926 -16,037 -6%
CAMG
110
CWA Asset Management Group
Florida
$18.9M 229,786 +4,449 +2%
OMC
111
Old Mission Capital
Illinois
$17.9M 218,322 +114,410 +110%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$17.6M 214,480 +214,480 New
PWM
113
Perigon Wealth Management
California
$17.5M 213,234 +83,140 +64%
AWM
114
AE Wealth Management
Kansas
$17.4M 212,076 +50,367 +31%
PMG
115
Private Management Group
California
$17M 207,287 +10,261 +5%
MW
116
MBL Wealth
North Carolina
$16.9M 206,187 +5,835 +3%
Mariner
117
Mariner
Kansas
$16.8M 204,968 -21,877 -10%
SIA
118
Strategic Investment Advisors
Michigan
$16.6M 201,848 -322,553 -62%
Creative Planning
119
Creative Planning
Kansas
$16.1M 195,835 +12,839 +7%
LHWM
120
Lake Hills Wealth Management
Texas
$15.6M 190,476 +53,569 +39%
IWP
121
Innova Wealth Partners
Pennsylvania
$15.6M 189,699 -112,569 -37%
KFAA
122
Klaas Financial Asset Advisors
Illinois
$15.5M 188,929 +1,698 +0.9%
AC
123
Adroit Compliance
$15.5M 188,929 +188,929 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$15.5M 188,409 +11,393 +6%
3AM
125
3EDGE Asset Management
Florida
$15.4M 187,229 +187,229 New