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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.11B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$515M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$704M
4
LPL Financial
4
LPL Financial
California
$554M
5
Barclays
5
Barclays
United Kingdom
$229M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$175M
2
BL
2
Balentine LLC
Georgia
$1.08M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$45.3M
4
MMI
4
Matson Money Inc
Ohio
$0
5
CPO
5
Cerity Partners OCIO
New York
$23M
Name Market Value Shares Shares
Change 		Shares
Change %
MFIM
101
Mesirow Financial Investment Management
Illinois
$20.5M 246,817 -5,973 -2%
OPS
102
Orion Portfolio Solutions
Nebraska
$20.3M 243,584 +2,262 +0.9%
BCI
103
Brinker Capital Investments
Pennsylvania
$20.3M 243,584 +2,262 +0.9%
Jane Street
104
Jane Street
New York
$20M 240,269 -251,564 -51%
SC
105
SouthState Corp
Florida
$19.9M 239,346 -4,292 -2%
SWM
106
Sanctuary Wealth Management
Idaho
$19.3M 232,186 +40,988 +21%
CIM
107
Confluence Investment Management
Missouri
$19.2M 230,857 +10,183 +5%
Fisher Asset Management
108
Fisher Asset Management
Washington
$19M 228,579 +108,429 +90%
Envestnet Portfolio Solutions
109
Envestnet Portfolio Solutions
Illinois
$18.7M 225,325 +7,168 +3%
KFAA
110
Klaas Financial Asset Advisors
Illinois
$18.5M 222,131 +4,152 +2%
SPC
111
Sigma Planning Corp
Michigan
$18.2M 218,309 +7,548 +4%
Betterment LLC
112
Betterment LLC
New York
$17.6M 211,539 +203,546 +2,547%
TIA
113
Traphagen Investment Advisors
New Jersey
$17.5M 210,555 -115,054 -35%
LHWM
114
Lake Hills Wealth Management
Texas
$17.5M 210,320 +10,645 +5%
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$17.2M 208,178 +18,771 +10%
KAS
116
Kestra Advisory Services
Texas
$16.7M 201,334 +6,529 +3%
AA
117
Acorns Advisers
California
$16.2M 195,188 +8,600 +5%
CI
118
CX Institutional
Indiana
$16M 192,614 +12,828 +7%
PFP
119
Pinnacle Financial Partners
Tennessee
$15.7M 188,505 -224,280 -54%
IWC
120
Integrated Wealth Concepts
Massachusetts
$15.1M 181,962 +1,741 +1%
VAG
121
VisionPoint Advisory Group
Texas
$14.8M 177,738 +10,096 +6%
FLPIM
122
F.L. Putnam Investment Management
Massachusetts
$14.4M 173,033 -354,833 -67%
MW
123
MBL Wealth
North Carolina
$14M 167,797 +8,268 +5%
BWM
124
Birchcreek Wealth Management
Ohio
$13.9M 167,182 +33,982 +26%
LFG
125
Larson Financial Group
Missouri
$13.9M 166,996 +78,519 +89%
3 4
5
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