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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 %
WFA
126
Wellspring Financial Advisors
Ohio
$13.7M 164,680 +32,017 +24%
Creative Planning
127
Creative Planning
Kansas
$13.7M 164,392 -11,765 -7%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$13.3M 159,978 -73,509 -31%
PWM
129
Perigon Wealth Management
California
$13.1M 157,390 -63,468 -29%
SFG
130
SevenBridge Financial Group
Pennsylvania
$13M 158,732 +35,502 +29%
IWS
131
Insight Wealth Strategies
California
$12.6M 151,717 +47,470 +46%
DIP
132
DT Investment Partners
Pennsylvania
$12.5M 150,161 +14,186 +10%
CAMG
133
CWA Asset Management Group
Florida
$12.3M 148,443 +148,443 New
BI
134
Ballast Inc
Kentucky
$12.3M 148,242 -2,648 -2%
CISOA
135
Capital Investment Services of America
Wisconsin
$12.3M 147,760 -2,150 -1%
MM
136
Main Management
California
$12M 144,573 +930 +0.6%
AF
137
Advisornet Financial
Minnesota
$12M 144,447 +19,417 +16%
BCM
138
Brookstone Capital Management
Illinois
$11.9M 142,909 +12,609 +10%
TBC
139
Ted Buchan & Co
California
$11.9M 142,780 +8,555 +6%
IFS
140
Ifrah Financial Services
Arkansas
$11.9M 142,685 +4,823 +3%
Allspring Global Investments
141
Allspring Global Investments
North Carolina
$11.8M 142,240 -250,000 -64%
TIAA Trust, National Association
142
TIAA Trust, National Association
North Carolina
$11.8M 142,024 -2,261 -2%
LG
143
Leuthold Group
Minnesota
$11.7M 140,785 -3,007 -2%
AA
144
Argent Advisors
Louisiana
$11.6M 139,075 -523 -0.4%
NRI
145
NFP Retirement Inc
California
$11.5M 137,975 +2,039 +1%
TIM
146
Timelo Investment Management
Ontario, Canada
$11.2M 135,000 -45,000 -25%
AWS
147
Atria Wealth Solutions
New York
$11.2M 134,164 -6,423 -5%
BGI
148
BlueDrive Global Investors
United Kingdom
$10.9M 131,408 – –
FAIM
149
Financial Advocates Investment Management
Washington
$10.9M 51,574 +19,837 +63%
JIR
150
James Investment Research
Ohio
$10.8M 129,856 -3,531 -3%
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