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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.74%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.07B
2
Barclays
2
Barclays
United Kingdom
$409M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
Charles Schwab
4
Charles Schwab
California
$372M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$81.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.99B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$45.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$462M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
226
Traphagen Investment Advisors
New Jersey
$7.69M 94,888 +8,273 +10%
WPIC
227
White Pine Investment Company
Michigan
$7.69M 94,866 +13,067 +16%
CA
228
Continuum Advisory
Idaho
$7.63M 94,134 -11,657 -11%
GWM
229
Graybill Wealth Management
Illinois
$7.61M 93,860 +1,572 +2%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$7.47M 92,087 +9,465 +11%
HH
231
Hilltop Holdings
Texas
$7.45M 91,828 -5,049 -5%
KFS
232
Kelly Financial Services
Massachusetts
$7.43M 91,665 +4,196 +5%
APWM
233
Atlas Private Wealth Management
New York
$7.37M 90,887 +7,531 +9%
Prudential Financial
234
Prudential Financial
New Jersey
$7.34M 90,515 -14,161 -14%
DCM
235
Dimension Capital Management
Florida
$7.34M 90,511 -20,572 -19%
SCA
236
Snowden Capital Advisors
New York
$7.28M 89,818 -16,767 -16%
UFA
237
US Financial Advisors
Massachusetts
$7.27M 89,713 -433 -0.5%
AA
238
Auxano Advisors
Washington
$7.22M 87,892 – –
TWC
239
TD Waterhouse Canada
Ontario, Canada
$7.17M 88,426 +73,211 +481%
BWM
240
Birchcreek Wealth Management
Ohio
$7.12M 87,868 +23,591 +37%
CNB
241
Camden National Bank
Maine
$7.06M 87,076 +3,972 +5%
WIA
242
World Investment Advisors
California
$7.03M 86,659 +6,441 +8%
IWP
243
Innova Wealth Partners
Pennsylvania
$6.92M 85,374 -287,775 -77%
EH
244
Equitable Holdings
New York
$6.89M 84,934 -1,152 -1%
KA
245
Kooman & Associates
Pennsylvania
$6.85M 84,425 -2,096 -2%
LIM
246
Leavell Investment Management
Alabama
$6.84M 84,364 -12,905 -13%
FFA
247
First Foundation Advisors
California
$6.82M 84,063 +6,517 +8%
BPA
248
Beacon Pointe Advisors
California
$6.76M 83,335 -12,428 -13%
TC
249
Telemus Capital
Michigan
$6.7M 82,612 -2,060 -2%
EFG
250
Ethos Financial Group
Pennsylvania
$6.69M 81,411 – –
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