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iShares 1-3 Year Treasury Bond ETF

1,075 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 380 increasing their positions, 453 reducing their positions, and 98 closing their positions.

Holders
1,075
Holders Change
-24
Holders Change %
-2.18%
% of All Funds
15.64%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
100
Increased
380
Reduced
453
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.37B 29,050,094 -1,651,630 -5%
BlackRock
2
BlackRock
New York
$1.81B 22,193,385 -2,214,790 -9%
Bank of America
3
Bank of America
North Carolina
$1.06B 12,964,320 +316,288 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$684M 8,372,604 -498,461 -6%
AssetMark Inc
5
AssetMark Inc
California
$605M 7,405,678 +83,182 +1%
Wells Fargo
6
Wells Fargo
California
$474M 5,807,034 +7,341 +0.1%
LPL Financial
7
LPL Financial
California
$446M 5,465,454 +422,978 +8%
UBS Group
8
UBS Group
Switzerland
$434M 5,316,342 -38,734 -0.7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$417M 5,093,376 -57,821 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$411M 5,031,184 -100,047 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$400M 4,902,356 +170,524 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$369M 4,515,878 -30,281 -0.7%
Truist Financial
13
Truist Financial
North Carolina
$348M 4,260,091 -330,264 -7%
PI
14
PineBridge Investments
New York
$330M 4,043,000 -240,000 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$258M 3,159,382 +77,563 +3%
RJA
16
Raymond James & Associates
Florida
$247M 3,021,899 +250,959 +9%
Charles Schwab
17
Charles Schwab
California
$244M 2,985,837 -90,982 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$242M 2,958,782 +493,064 +20%
BL
19
Balentine LLC
Georgia
$235M 2,881,491 -2,531,240 -47%
Cerity Partners
20
Cerity Partners
New York
$191M 2,335,931 -37,871 -2%
Ameriprise
21
Ameriprise
Minnesota
$180M 2,202,763 -16,583 -0.7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$171M 2,091,800 +1,294,132 +162%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$135M 1,658,189 +83,881 +5%
Barclays
24
Barclays
United Kingdom
$134M 1,635,397 -345,399 -17%
Stifel Financial
25
Stifel Financial
Missouri
$130M 1,595,043 -440,638 -22%