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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
BCI
101
Brinker Capital Investments
Pennsylvania
$20.7M +$706K +8,588 +4%
OPS
102
Orion Portfolio Solutions
Nebraska
$20.7M +$706K +8,588 +4%
QC
103
Quadrature Capital
United Kingdom
$20.4M +$48.5K +590 +0.2%
MFIM
104
Mesirow Financial Investment Management
Illinois
$20.1M -$89.6K -1,090 -0.4%
BWA
105
Beam Wealth Advisors
Louisiana
$19.7M -$6.75M -82,118 -25%
SC
106
SouthState Corp
Florida
$19.6M -$40.8K -496 -0.2%
Betterment LLC
107
Betterment LLC
New York
$19.4M +$2.02M +24,615 +12%
SPC
108
Sigma Planning Corp
Michigan
$19.2M +$1.32M +16,090 +7%
MM
109
Main Management
California
$18.8M +$7M +85,104 +59%
CPO
110
Cerity Partners OCIO
New York
$18.8M -$3.9M -47,492 -17%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$18.7M +$491K +5,969 +3%
CAMG
112
CWA Asset Management Group
Florida
$18.5M +$6.32M +76,878 +52%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$18.3M +$5.17M +62,862 +39%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$18.2M -$315K -3,826 -2%
AP
115
Advisors Preferred
Maryland
$18.1M -$8.32M -101,187 -31%
I2I
116
Insight 2811 Inc
Illinois
$17.9M -$6.25M -76,065 -26%
PFPT
117
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.3M +$1.87M +22,721 +12%
HFS
118
Hughes Financial Services
Virginia
$17.2M +$17.2M +209,717 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$17.2M +$113K +1,371 +0.7%
AA
120
Acorns Advisers
California
$17M +$956K +11,627 +6%
GB
121
Gunma Bank
Japan
$16.8M +$6.99M +85,000 +71%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$16.8M +$5.14M +62,471 +44%
MLM
123
Mount Lucas Management
Pennsylvania
$16.3M +$13.7M +166,475 +518%
PC
124
Permanens Capital
New York
$15.9M +$8.44M +102,653 +113%
BWM
125
Birchcreek Wealth Management
Ohio
$15.8M +$2.06M +25,035 +15%