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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,108 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 426 reducing their positions, and 96 closing their positions.

Holders
1,108
Holders Change
+70
Holders Change %
+6.74%
% of All Funds
17.88%
Holding in Top 10
138
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8%
% of All Funds
2.23%
New
183
Increased
411
Reduced
426
Closed
96
Calls
$27.6M
Puts
$10.7M
Net Calls
+$16.9M
Net Calls Change
+$1.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.63B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$400M
4
UBS Group
4
UBS Group
Switzerland
$656M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$432M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$201M
2
RWM
2
Ritholtz Wealth Management
New York
$111M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$319M
5
B
5
Bailard
California
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
251
Cerity Partners OCIO
New York
$7.76M 95,647 +34,221 +56%
QCG
252
Quadrant Capital Group
Ohio
$7.61M 93,764 -10,089 -10%
PCP
253
Proficio Capital Partners
Massachusetts
$7.57M 93,222 -172,883 -65%
HH
254
Hilltop Holdings
Texas
$7.52M 92,640 -33,586 -27%
CA
255
Continuum Advisory
Idaho
$7.5M 92,420 -25,723 -22%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$7.49M 92,240 -93,467 -50%
1832 Asset Management
257
1832 Asset Management
Ontario, Canada
$7.47M 92,062 -793,129 -90%
BTI
258
Blue Trust Inc
Georgia
$7.43M 91,502 -25,347 -22%
BI
259
Ballast Inc
Kentucky
$7.34M 90,386 +90,386 New
BWM
260
Baystate Wealth Management
Massachusetts
$7.25M 89,354 +6,953 +8%
PWM
261
Perigon Wealth Management
California
$7.19M 88,551 +81,541 +1,163%
RG
262
Retirement Group
California
$7.11M 87,544 +84,940 +3,262%
LWA
263
Lineweaver Wealth Advisors
Ohio
$7.08M 87,193 +87,193 New
UFA
264
US Financial Advisors
Massachusetts
$7.07M 87,076 -1,552 -2%
BFO
265
Biltmore Family Office
North Carolina
$7.05M 86,826 +51 +0.1%
CI
266
CX Institutional
Indiana
$7.05M 86,816 +4,514 +5%
GWM
267
Graybill Wealth Management
Illinois
$6.96M 85,731 -9,020 -10%
SFS
268
Sowell Financial Services
Arkansas
$6.94M 85,509 -4,543 -5%
SWP
269
Stratos Wealth Partners
Ohio
$6.89M 84,866 +15,396 +22%
CHJWM
270
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.77M 82,872 -4,251 -5%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$6.77M 83,443 +402 +0.5%
LHC
272
Little House Capital
Massachusetts
$6.75M 83,122 -2,559 -3%
TC
273
Telemus Capital
Michigan
$6.72M 82,465 -3,233 -4%
AA
274
Auxano Advisors
Washington
$6.68M 82,354 +56 +0.1%
EH
275
Equitable Holdings
New York
$6.68M 82,325 -1,638 -2%
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