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iShares 1-3 Year Treasury Bond ETF

1,154 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 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Market Value Shares Shares
Change
Shares
Change %
LFG
126
Larson Financial Group
Missouri
$15.7M 191,966 +24,970 +15%
MA
127
Montag & Associates
Georgia
$15.1M 184,124 +66,292 +56%
KWM
128
Kingsview Wealth Management
Oregon
$14.9M 181,596 +111,595 +159%
WFA
129
Wellspring Financial Advisors
Ohio
$14.9M 181,555 +16,875 +10%
FIA
130
Foundations Investment Advisors
Arizona
$14.8M 180,117 -191,183 -51%
TIA
131
Traphagen Investment Advisors
New Jersey
$14.7M 179,664 -30,891 -15%
MW
132
MBL Wealth
North Carolina
$14.6M 177,674 +9,877 +6%
Creative Planning
133
Creative Planning
Kansas
$14.5M 176,892 +12,500 +8%
ACA
134
Aptus Capital Advisors
Alabama
$14.3M 174,422 +171,201 +5,315%
DC
135
Davenport & Co
Virginia
$14M 170,248 +80,977 +91%
FLPIM
136
F.L. Putnam Investment Management
Massachusetts
$13.9M 169,515 -3,518 -2%
IWC
137
Integrated Wealth Concepts
Massachusetts
$13.8M 168,853 -13,109 -7%
AF
138
Advisornet Financial
Minnesota
$13.5M 164,623 +20,176 +14%
LHWM
139
Lake Hills Wealth Management
Texas
$13.1M 160,305 -50,015 -24%
AWS
140
Atria Wealth Solutions
New York
$13.1M 160,243 +26,079 +19%
SFG
141
SevenBridge Financial Group
Pennsylvania
$12.6M 153,792 -4,940 -3%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$12.5M 152,875 +35,951 +31%
Citadel Advisors
143
Citadel Advisors
Florida
$12.5M 152,704 -111,114 -42%
DIP
144
DT Investment Partners
Pennsylvania
$12.4M 151,661 +1,500 +1%
BI
145
Ballast Inc
Kentucky
$12.4M 151,021 +2,779 +2%
NRI
146
NFP Retirement Inc
California
$12.3M 149,857 +11,882 +9%
BFM
147
Boston Financial Management
Massachusetts
$12.3M 149,693 +39,976 +36%
SG Americas Securities
148
SG Americas Securities
New York
$12.2M 148,379 +74,082 +100%
CISOA
149
Capital Investment Services of America
Wisconsin
$12M 146,974 -786 -0.5%
VAG
150
VisionPoint Advisory Group
Texas
$11.9M 145,553 -32,185 -18%