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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 %
MA
201
Mutual Advisors
Nebraska
$8.06M 97,716 +22,048 +29%
Boston Partners
202
Boston Partners
Massachusetts
– – – –
PPWP
203
Premier Path Wealth Partners
New Jersey
$8.03M 96,610 +7,482 +8%
VHAM
204
Van Hulzen Asset Management
California
$7.99M 96,106 -32,539 -25%
FTUS
205
Flow Traders U.S.
New York
$7.93M 95,354 +95,354 New
FFN
206
Focus Financial Network
Minnesota
$7.82M 94,030 -2,600 -3%
WIA
207
World Investment Advisors
California
$7.81M 93,903 -911 -1%
PC
208
Permanens Capital
New York
$7.56M 90,966 +90,966 New
GT
209
Glenview Trust
Kentucky
$7.5M 90,225 -2,804 -3%
BWM
210
Bulltick Wealth Management
Florida
$7.45M 89,657 +46,653 +108%
DC
211
Davenport & Co
Virginia
$7.42M 89,271 +24,546 +38%
DAS
212
Dynamic Advisor Solutions
Arizona
$7.39M 88,869 +15,559 +21%
MFC
213
Morris Financial Concepts
South Carolina
$7.39M 88,854 +5,714 +7%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$7.38M 88,798 +43,184 +95%
FFG
215
Fortem Financial Group
California
$7.38M 88,707 -16,039 -15%
Allianz Asset Management
216
Allianz Asset Management
Germany
$7.38M 88,700 +88,700 New
MWM
217
Modern Wealth Management
Kansas
$7.29M 87,671 +5,104 +6%
PAS
218
Park Avenue Securities
New York
$7.26M 87,329 +20,384 +30%
NB
219
NBT Bank
New York
$7.08M 85,129 +18,161 +27%
SA
220
Sanctuary Advisors
Indiana
$7.08M 86,297 +8,621 +11%
EFM
221
Eley Financial Management
Vermont
$7.03M 84,538 +20,517 +32%
SR
222
Syntax Research
Florida
$7.01M 84,322 -67,086 -44%
IF
223
Intrua Financial
Texas
$6.96M 83,702 +59,808 +250%
BWL
224
Beacon Wealthcare LLC
North Carolina
$6.94M 83,452 +5,192 +7%
PIMG
225
Patriot Investment Management Group
Tennessee
$6.88M 82,728 +675 +0.8%
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