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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$8.49M 103,460 -4,546 -4%
AAS
202
Avantax Advisory Services
Texas
$8.46M 103,083 +32,202 +45%
FFG
203
Fortem Financial Group
California
$8.45M 102,970 +37,008 +56%
DSAM
204
Dock Street Asset Management
Florida
$8.4M 102,368 +608 +0.6%
AIG
205
American International Group
New York
$8.39M 102,300 – –
APWM
206
Atlas Private Wealth Management
New York
$8.36M 101,962 +4,139 +4%
CWA
207
Core Wealth Advisors
Florida
$8.32M 101,368 -2,446 -2%
FFN
208
Focus Financial Network
Minnesota
$8.28M 100,934 -945 -0.9%
FHA
209
First Horizon Advisors
Tennessee
$8.19M 99,772 +79,645 +396%
ISWM
210
Independent Solutions Wealth Management
New York
$8.18M 99,745 -10,721 -10%
QCG
211
Quadrant Capital Group
Ohio
$8.17M 99,568 +9,715 +11%
PWM
212
Pacific Wealth Management
California
$8.09M 98,623 -4,113 -4%
RWM
213
Ritholtz Wealth Management
New York
$7.98M 97,210 -12,591 -11%
SMFG
214
Sumitomo Mitsui Financial Group
Japan
$7.96M 97,071 -491 -0.5%
MA
215
Mutual Advisors
Nebraska
$7.96M 97,015 -2,585 -3%
WPIC
216
White Pine Investment Company
Michigan
$7.96M 97,005 +4,852 +5%
SC
217
Scotia Capital
Ontario, Canada
$7.87M 95,945 +2,064 +2%
GAM
218
Gemmer Asset Management
California
$7.86M 95,786 +729 +0.8%
Citadel Advisors
219
Citadel Advisors
Florida
$7.85M 95,712 +37,602 +65%
GWM
220
Graybill Wealth Management
Illinois
$7.84M 95,562 +1,841 +2%
BCM
221
Becker Capital Management
Oregon
$7.59M 92,539 +3,679 +4%
CNB
222
Camden National Bank
Maine
$7.43M 90,588 +2,548 +3%
AI
223
Arvest Investments
Arkansas
$7.37M 89,840 +89,840 New
GSWM
224
Greenup Street Wealth Management
Michigan
$7.24M 88,235 -8,094 -8%
CS
225
Credit Suisse
Switzerland
$7.22M 87,949 +59,285 +207%
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