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iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
151
Van Hulzen Asset Management
California
$11.4M +$116K +1,420 +1%
JWA
152
JFS Wealth Advisors
Pennsylvania
$11.4M +$2.4M +29,335 +27%
ICG
153
InterOcean Capital Group
Tennessee
$11.4M -$454K -5,549 -4%
BWM
154
Birchcreek Wealth Management
Ohio
$11.2M +$1.7M +20,790 +18%
LHWM
155
Lake Hills Wealth Management
Texas
$11.2M -$4.38M -53,520 -28%
IFS
156
Ifrah Financial Services
Arkansas
$11.2M +$574K +7,022 +5%
CFG
157
Carr Financial Group
Massachusetts
$11.1M -$253K -3,088 -2%
RG
158
Retirement Group
California
$11.1M +$257K +3,137 +2%
JIR
159
James Investment Research
Ohio
$11.1M -$1.56M -19,108 -12%
AWM
160
Alterna Wealth Management
Texas
$11M +$1.01M +12,385 +10%
WA
161
Waverly Advisors
Alabama
$10.8M -$1.22M -14,893 -10%
SR
162
Syntax Research
Florida
$10.8M -$167K -2,036 -2%
WWM
163
WT Wealth Management
Arizona
$10.6M +$1.87M +22,834 +22%
KWM
164
Kingsview Wealth Management
Oregon
$10.5M +$232K +2,834 +2%
AI
165
Atria Investments
North Carolina
$10.5M +$4.74M +57,907 +82%
CA
166
Cetera Advisors
Colorado
$10.5M +$4.82M +58,939 +85%
DIP
167
DT Investment Partners
Pennsylvania
$10.5M +$328K +4,016 +3%
GCA
168
Greenwood Capital Associates
South Carolina
$10.5M +$372K +4,548 +4%
NRI
169
NFP Retirement Inc
California
$10.4M -$232K -2,836 -2%
TBC
170
Ted Buchan & Co
California
$10.3M +$1.48M +18,094 +17%
AA
171
Ancora Advisors
Ohio
$10.2M -$81.9K -1,001 -0.8%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$10.2M +$1.14M +13,932 +13%
EA
173
Efficient Advisors
Ohio
$9.96M -$27.2K -333 -0.3%
MWM
174
MTC Wealth Management
Florida
$9.9M +$5.32M +65,082 +116%
OIA
175
OneDigital Investment Advisors
Kansas
$9.83M +$373K +4,566 +4%