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iShares 1-3 Year Treasury Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.99B 60,803,494 +36,512,088 +150%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.74B 21,208,961 -3,591,185 -14%
BlackRock
3
BlackRock
New York
$1.52B 18,565,204 +4,065,359 +28%
Bank of America
4
Bank of America
North Carolina
$952M 11,603,072 -5,126,497 -31%
BL
5
Balentine LLC
Georgia
$666M 8,118,230 -1,123,811 -12%
UBS Group
6
UBS Group
Switzerland
$509M 6,202,313 +177,582 +3%
Wells Fargo
7
Wells Fargo
California
$458M 5,578,321 +4,269 +0.1%
LPL Financial
8
LPL Financial
California
$450M 5,484,057 +112,667 +2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$438M 5,332,561 -837,427 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$413M 5,031,457 -83,275 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$397M 4,841,598 -656,381 -12%
Truist Financial
12
Truist Financial
North Carolina
$380M 4,635,036 -305,906 -6%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$357M 4,352,114 +890,536 +26%
PI
14
PineBridge Investments
New York
$336M 4,093,000 +280,000 +7%
Charles Schwab
15
Charles Schwab
California
$268M 3,267,337 -2,264,119 -41%
Ameriprise
16
Ameriprise
Minnesota
$259M 3,091,141 -188,378 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$259M 3,154,791 -676,847 -18%
AssetMark Inc
18
AssetMark Inc
California
$249M 3,040,758 -4,833,408 -61%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$237M 2,892,071 +241,813 +9%
RJA
20
Raymond James & Associates
Florida
$229M 2,792,956 +67,091 +2%
Cerity Partners
21
Cerity Partners
New York
$201M 2,450,100 +2,450,100 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$156M 1,896,152 +1,849,118 +3,931%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$145M 1,770,105 -20,746 -1%
Barclays
24
Barclays
United Kingdom
$141M 1,724,140 +22,584 +1%
Osaic Holdings
25
Osaic Holdings
Arizona
$140M 1,711,516 -1,228,954 -42%