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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99B
2
BlackRock
2
BlackRock
New York
$1.52B
3
Cerity Partners
3
Cerity Partners
New York
$201M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$357M

Top Sellers

1
BBVA
1
Banco Bilbao Vizcaya Argentaria
Spain
$75M
2
Bank of America
2
Bank of America
North Carolina
$952M
3
AssetMark Inc
3
AssetMark Inc
California
$249M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Charles Schwab
5
Charles Schwab
California
$268M
Name Market Value Shares Shares
Change 		Shares
Change %
MM
151
Main Management
California
$11.9M 144,704 -100,221 -41%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$11.6M 141,584 -64,310 -31%
HCA
153
Heck Capital Advisors
Wisconsin
$11.5M 140,585 +126,314 +885%
BHWA
154
Beacon Harbor Wealth Advisors
Virginia
$11.5M 140,340 +140,340 New
CFG
155
Carr Financial Group
Massachusetts
$11.4M 139,330 -710 -0.5%
LG
156
Leuthold Group
Minnesota
$11.4M 139,104 -27,789 -17%
VHAM
157
Van Hulzen Asset Management
California
$11.4M 138,368 +4,715 +4%
AA
158
Argent Advisors
Louisiana
$11.3M 137,365 -1,940 -1%
TPWA
159
TRUE Private Wealth Advisors
Oregon
$11.2M 136,988 -409,518 -75%
AP
160
Americana Partners
Texas
$11M 136,688 +27,291 +25%
SR
161
Syntax Research
Florida
$11M 134,001 -5,910 -4%
RG
162
Retirement Group
California
$10.9M 132,637 +8,775 +7%
IAN
163
Integrated Advisors Network
Texas
$10.7M 130,876 -13,297 -9%
BWA
164
Beam Wealth Advisors
Louisiana
$10.7M 130,540 -55 -0%
NRI
165
NFP Retirement Inc
California
$10.7M 130,366 +1,824 +1%
WA
166
Win Advisors
Florida
$10.7M 129,956 +129,956 New
DWM
167
Dakota Wealth Management
Florida
$10.7M 129,857 +13,697 +12%
IFS
168
Ifrah Financial Services
Arkansas
$10.6M 129,630 +2,832 +2%
BG
169
Benedetti & Gucer
Georgia
$10.5M 127,745 -41,503 -25%
SSWM
170
Smith Salley Wealth Management
North Carolina
$10.4M 126,497 +100,524 +387%
KWM
171
Kingsview Wealth Management
Oregon
$10.3M 126,095 +5,958 +5%
AA
172
Ancora Advisors
Ohio
$10.3M 126,052 -754 -0.6%
WWM
173
WJ Wealth Management
Arizona
$10.3M 125,513 -9,502 -7%
DIP
174
DT Investment Partners
Pennsylvania
$10.2M 124,641 +5,809 +5%
GCA
175
Greenwood Capital Associates
South Carolina
$10.2M 123,946 -5,656 -4%
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