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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.51B 30,701,724 -30,101,770 -50%
BlackRock
2
BlackRock
New York
$2B 24,408,175 +5,842,971 +31%
Bank of America
3
Bank of America
North Carolina
$1.03B 12,648,032 +1,044,960 +9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$725M 8,871,065 -12,337,896 -58%
AssetMark Inc
5
AssetMark Inc
California
$599M 7,322,496 +4,281,738 +141%
Wells Fargo
6
Wells Fargo
California
$474M 5,799,693 +221,372 +4%
BL
7
Balentine LLC
Georgia
$443M 5,412,731 -2,705,499 -33%
UBS Group
8
UBS Group
Switzerland
$438M 5,355,076 -847,237 -14%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$422M 5,151,197 -181,364 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$420M 5,131,231 +289,633 +6%
LPL Financial
11
LPL Financial
California
$412M 5,042,476 -441,581 -8%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$387M 4,731,832 +379,718 +9%
Truist Financial
13
Truist Financial
North Carolina
$375M 4,590,355 -44,681 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$372M 4,546,159 -485,298 -10%
PI
15
PineBridge Investments
New York
$350M 4,283,000 +190,000 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$252M 3,081,819 -72,972 -2%
Charles Schwab
17
Charles Schwab
California
$252M 3,076,819 -190,518 -6%
RJA
18
Raymond James & Associates
Florida
$227M 2,770,940 -22,016 -0.8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$202M 2,465,718 -426,353 -15%
Cerity Partners
20
Cerity Partners
New York
$194M 2,373,802 -76,298 -3%
Ameriprise
21
Ameriprise
Minnesota
$185M 2,219,346 -871,795 -28%
Stifel Financial
22
Stifel Financial
Missouri
$166M 2,035,681 +977,541 +92%
Barclays
23
Barclays
United Kingdom
$162M 1,980,796 +256,656 +15%
Osaic Holdings
24
Osaic Holdings
Arizona
$135M 1,645,166 -66,350 -4%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$129M 1,574,308 -59,939 -4%