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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
AA
126
Acorns Advisers
California
$15.2M +$869K +10,682 +6%
AWM
127
Angeles Wealth Management
California
$15.1M +$1.06M +13,089 +8%
IWC
128
Integrated Wealth Concepts
Massachusetts
$14.7M +$619K +7,607 +4%
TIM
129
Timelo Investment Management
Ontario, Canada
$14.7M +$14.6M +180,000 New
CI
130
CX Institutional
Indiana
$14.7M +$14.4M +177,135 +6,682%
HVIA
131
Hudson Valley Investment Advisors
New York
$14.5M +$11.1M +136,988 +338%
Creative Planning
132
Creative Planning
Kansas
$14.4M +$158K +1,947 +1%
WA
133
Wealthstar Advisors
Texas
$13.8M +$13.7M +168,944 New
VAG
134
VisionPoint Advisory Group
Texas
$13.7M -$1.3M -15,952 -9%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$13.4M +$7.69M +94,534 +58%
SFA
136
Sequoia Financial Advisors
Ohio
$13.3M -$1.64M -20,207 -11%
MW
137
MBL Wealth
North Carolina
$13M -$4.94M -60,681 -28%
SR
138
Syntax Research
Florida
$12.4M +$1.58M +19,443 +15%
AWAU
139
Alliance Wealth Advisors (Utah)
Utah
$12.3M -$697K -8,561 -5%
BI
140
Ballast Inc
Kentucky
$12.3M -$2.07M -25,390 -14%
TFA
141
Transamerica Financial Advisors
Florida
$12.3M
CISOA
142
Capital Investment Services of America
Wisconsin
$12.2M -$184K -2,260 -1%
WIC
143
Woodmont Investment Counsel
Tennessee
$12M +$2.54M +31,202 +27%
VCM
144
Vivaldi Capital Management
Illinois
$11.9M -$455K -5,587 -4%
TIAA Trust, National Association
145
TIAA Trust, National Association
North Carolina
$11.8M -$11.6M -142,449 -50%
LG
146
Leuthold Group
Minnesota
$11.7M +$45.6K +560 +0.4%
MM
147
Main Management
California
$11.7M -$23.2K -285 -0.2%
AWS
148
Atria Wealth Solutions
New York
$11.5M -$739K -9,077 -6%
AA
149
Argent Advisors
Louisiana
$11.4M -$278K -3,418 -2%
RWP
150
RWA Wealth Partners
Massachusetts
$11.3M +$10.4M +128,285 +1,265%