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iShares 1-3 Year Treasury Bond ETF

1,085 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $3.27M

5% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $19.3B → $18.5B (-$757M)

1.21% less ownership

Funds ownership: 77.48%76.27% (-1.2%)

2% less funds holding

Funds holding: 1,1051,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 8578 (-7)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 456

Holders
1,085
Holders Change
-20
Holders Change %
-1.81%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
103
Increased
381
Reduced
456
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$21.4M +$4.42M +54,281 +26%
Lido Advisors
102
Lido Advisors
California
$21.1M -$11.9M -145,658 -36%
MFIM
103
Mesirow Financial Investment Management
Illinois
$20.7M -$1.79M -21,959 -8%
BCWM
104
Bartlett & Co Wealth Management
Ohio
$20.5M +$3.17M +38,983 +18%
JIP
105
Jaffetilchin Investment Partners
Florida
$20M +$408K +5,012 +2%
SC
106
SouthState Corp
Florida
$19.9M +$1.82M +22,403 +10%
Wolverine Trading
107
Wolverine Trading
Illinois
$19.9M +$18.1M +222,252 +1,058%
BCI
108
Brinker Capital Investments
Pennsylvania
$19.7M -$3.2M -39,271 -14%
OPS
109
Orion Portfolio Solutions
Nebraska
$19.7M -$3.2M -39,271 -14%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$19.1M +$2.77M +34,071 +17%
UCFA
111
United Capital Financial Advisors
Texas
$18.9M -$1.44M -17,683 -7%
Citadel Advisors
112
Citadel Advisors
Florida
$18.9M +$4.43M +54,473 +31%
DWM
113
Dakota Wealth Management
Florida
$18.2M +$1.48M +18,213 +9%
PWM
114
Perigon Wealth Management
California
$18M +$1.76M +21,599 +11%
CIM
115
Confluence Investment Management
Missouri
$18M -$7.54M -92,677 -30%
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$17.8M -$2.74M -33,738 -13%
KFAA
117
Klaas Financial Asset Advisors
Illinois
$17.8M +$1.85M +22,685 +12%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$17.7M +$12.2M +149,512 +223%
SPC
119
Sigma Planning Corp
Michigan
$17.2M +$1.36M +16,685 +9%
FIA
120
Foundations Investment Advisors
Arizona
$16.9M -$1.63M -20,095 -9%
LHWM
121
Lake Hills Wealth Management
Texas
$16.3M +$5.1M +62,719 +46%
SWM
122
Sanctuary Wealth Management
Idaho
$15.6M +$15.5M +191,030 +113,708%
KAS
123
Kestra Advisory Services
Texas
$15.5M +$461K +5,663 +3%
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$15.5M -$2.43M -29,851 -14%
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$15.5M +$2.55M +31,375 +20%