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iShares 1-3 Year Treasury Bond ETF

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.35%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M
Name Market Value Shares Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$15.3M 186,817 +40,094 +27%
HB
127
HTLF Bank
Colorado
$15.3M 186,610 +186,610 New
SC
128
SouthState Corp
Florida
$14.6M 177,672 -54,989 -24%
HVIA
129
Hudson Valley Investment Advisors
New York
$14.5M 177,502 -46,372 -21%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$14.5M 176,575 +26,637 +18%
TC
131
TownSquare Capital
Utah
$14.3M 174,899 -272,126 -61%
SIA
132
SkyView Investment Advisors
New Jersey
$14.2M 173,500 +62,500 +56%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$14.1M 172,059 -42,845 -20%
BI
134
Ballast Inc
Kentucky
$14.1M 171,834 +2,302 +1%
EWM
135
Executive Wealth Management
Michigan
$13.4M 163,659 -4,294 -3%
GC
136
Guggenheim Capital
Illinois
$13.4M 163,176 +15,207 +10%
AA
137
Acorns Advisers
California
$13.3M 162,625 +9,797 +6%
JIR
138
James Investment Research
Ohio
$12.7M 154,657 -17,907 -10%
AWS
139
Atria Wealth Solutions
New York
$12.7M 154,264 +43,808 +40%
SFS
140
Starfox Financial Services
Texas
$12.5M 152,858 +13,949 +10%
CISOA
141
Capital Investment Services of America
Wisconsin
$12.5M 152,170 -12,210 -7%
Fisher Asset Management
142
Fisher Asset Management
Washington
$12.2M 149,096 +12,719 +9%
AWM
143
Angeles Wealth Management
California
$12.2M 148,745 +2,230 +2%
VCM
144
Vivaldi Capital Management
Illinois
$12.1M 148,846 -9,724 -6%
WA
145
Waverly Advisors
Alabama
$12.1M 147,477 +108,911 +282%
OC
146
Oppenheimer & Co
New York
$12M 146,285 -16,982 -10%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$11.9M 145,548 +16,620 +13%
BC
148
Bartlett & Co
Ohio
$11.9M 145,167 +143,350 +7,889%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$11.9M 145,167 +143,350 +7,889%
ICG
150
InterOcean Capital Group
Tennessee
$11.9M 145,028 +16,336 +13%