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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Market Value Shares Shares
Change
Shares
Change %
ASN
101
Advisory Services Network
Georgia
$20.5M 251,135 -27,908 -10%
UCFA
102
United Capital Financial Advisors
Texas
$20.4M 249,425 -14,455 -5%
KPWG
103
KFA Private Wealth Group
Virginia
$20M 245,090 +13,844 +6%
JIP
104
Jaffetilchin Investment Partners
Florida
$19.6M 239,598 -35,889 -13%
CC
105
Cypress Capital
Tennessee
$19.5M 238,817 -8,705 -4%
ACA
106
Anchor Capital Advisors
Massachusetts
$19M 232,856 +1,930 +0.8%
FIA
107
Foundations Investment Advisors
Arizona
$18.6M 227,437 -27,387 -11%
PCIG
108
Partners Capital Investment Group
Massachusetts
$18.6M 227,424 -41,641 -15%
SC
109
SouthState Corp
Florida
$18.1M 221,235 +43,563 +25%
MW
110
MBL Wealth
North Carolina
$18M 220,210 +14,023 +7%
WAP
111
Wealthcare Advisory Partners
Pennsylvania
$17.9M 219,261 -33,520 -13%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$17.4M 212,216 +67,049 +46%
FGA
113
Fortis Group Advisors
New Jersey
$17.3M 211,622 +173,451 +454%
GC
114
Guggenheim Capital
Illinois
$17M 208,053 +44,877 +28%
LCM
115
Landscape Capital Management
New Jersey
$17M 207,756 +207,756 New
DWM
116
Dakota Wealth Management
Florida
$16.7M 204,805 +74,948 +58%
BCM
117
Brookstone Capital Management
Illinois
$16.4M 200,545 -36,030 -15%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$16.3M 199,416 +113,309 +132%
PWM
119
Perigon Wealth Management
California
$16.3M 199,259 -13,975 -7%
KFAA
120
Klaas Financial Asset Advisors
Illinois
$16M 195,294 +6,365 +3%
SPC
121
Sigma Planning Corp
Michigan
$15.9M 194,076 +130,762 +207%
KAS
122
Kestra Advisory Services
Texas
$15.5M 189,142 +2,325 +1%
VAG
123
VisionPoint Advisory Group
Texas
$15M 183,594 -64,648 -26%
SFA
124
Sequoia Financial Advisors
Ohio
$15M 183,184 +139,939 +324%
EWM
125
Executive Wealth Management
Michigan
$14.7M 181,058 +17,399 +11%