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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
HGERS
1226
Householder Group Estate & Retirement Specialist
Arizona
-$258K -3,110 Closed
SPWM
1227
Straight Path Wealth Management
Michigan
-$258K -3,100 Closed
SAS
1228
SMI Advisory Services
Indiana
-$251K -3,039 Closed
NCM
1229
Nelson Capital Management
California
-$252K -3,025 Closed
KC
1230
Kinloch Capital
Virginia
-$247K -2,975 Closed
SAM
1231
Seelaus Asset Management
New Jersey
-$225K -2,709 Closed
SW
1232
SlateStone Wealth
Florida
-$224K -2,688 Closed
FA
1233
FSA Advisors
Michigan
-$219K -2,645 Closed
JIC
1234
Joel Isaacson & Co
New York
-$218K -2,625 Closed
FCH
1235
Freestone Capital Holdings
Washington
-$211K -2,537 Closed
IC
1236
IEQ Capital
California
-$207K -2,493 Closed
EWM
1237
Executive Wealth Management
Michigan
-$207K -2,488 Closed
RW
1238
Rede Wealth
Virginia
-$204K -2,450 Closed
CTFG
1239
Capstone Triton Financial Group
Oklahoma
-$202K -2,435 Closed
TRCT
1240
Tower Research Capital (TRC)
New York
-$201K -2,419 Closed
SF
1241
SWP Financial
California
-$201K -2,415 Closed
TSMHT
1242
Thurston Springer Miller Herd & Titak
Indiana
-$196K -2,362 Closed
FCM
1243
Fourpath Capital Management
Oklahoma
-$136K -1,641 Closed
DWA
1244
Delos Wealth Advisors
Texas
-$112K -1,349 Closed
AWA
1245
Alaska Wealth Advisors
Alaska
-$97K -1,167 Closed
MFC
1246
Mechanics Financial Corp
Ohio
-$94.1K -1,132 Closed
Kayne Anderson Rudnick Investment Management
1247
Kayne Anderson Rudnick Investment Management
California
-$46.5K -559 Closed
CA
1248
Claris Advisors
Missouri
-$26.8K -322 Closed
OC
1249
Oakworth Capital
Alabama
-$24.9K -300 Closed
PCWA
1250
Pacific Capital Wealth Advisors
California
-$24.3K -292 Closed