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iShares 1-3 Year Treasury Bond ETF

1,171 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.64M

120% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 83

17% more funds holding in top 10

Funds holding in top 10: 7082 (+12)

7% more funds holding

Funds holding: 1,0971,171 (+74)

1% more capital invested

Capital invested by funds: $19.2B → $19.3B (+$180M)

0.27% more ownership

Funds ownership: 82.41%82.68% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 425

Holders
1,171
Holders Change
+74
Holders Change %
+6.75%
% of All Funds
15.42%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.08%
New
183
Increased
422
Reduced
425
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.83B -$237M -2,883,441 -8%
BlackRock
2
BlackRock
New York
$1.38B -$361M -4,395,429 -21%
Bank of America
3
Bank of America
North Carolina
$1.25B +$108M +1,308,640 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$946M +$307M +3,731,847 +48%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$803M -$36.3K -442 -4%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$757M +$63M +766,782 +9%
LPL Financial
7
LPL Financial
California
$528M -$18.2M -221,235 -3%
Wells Fargo
8
Wells Fargo
California
$450M +$4.93M +59,920 +1%
UBS Group
9
UBS Group
Switzerland
$441M -$2M -24,295 -0.4%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$425M +$3.89M +47,346 +0.9%
Raymond James Financial
11
Raymond James Financial
Florida
$389M +$390M +4,745,412 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$384M -$2.46M -29,946 -0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$351M -$19.9M -241,584 -5%
AssetMark Inc
14
AssetMark Inc
California
$334M +$162M +1,975,432 +94%
PI
15
PineBridge Investments
New York
$313M
Ameriprise
16
Ameriprise
Minnesota
$291M +$121M +1,475,824 +71%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$261M -$951K -11,570 -0.4%
Charles Schwab
18
Charles Schwab
California
$235M -$3.3M -40,113 -1%
Truist Financial
19
Truist Financial
North Carolina
$225M -$62.7M -763,213 -22%
EP
20
Essential Planning
New Hampshire
$202M +$198M +2,405,880 +4,993%
Cerity Partners
21
Cerity Partners
New York
$197M +$8.49M +103,266 +5%
Citigroup
22
Citigroup
New York
$121M +$44.6M +542,298 +58%
Members Trust
23
Members Trust
Florida
$114M -$3.75M -45,661 -3%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$105M +$60.8M +739,299 +137%
Wealthfront Advisers
25
Wealthfront Advisers
California
$101M -$25.1M -305,888 -20%