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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.97%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Market Value Shares Shares
Change
Shares
Change %
PWG
251
Portside Wealth Group
Utah
$6.22M 76,789 +76,789 New
WGCA
252
Wolf Group Capital Advisors
Virginia
$6.15M 75,990 +3,039 +4%
BFA
253
BBJS Financial Advisors
Washington
$6.13M 75,683 +75,683 New
TWC
254
TD Waterhouse Canada
Ontario, Canada
$6.11M 75,737 -12,689 -14%
AC
255
Apella Capital
Connecticut
$6.08M 75,030 +4,240 +6%
EH
256
Equitable Holdings
New York
$6.06M 74,788 -10,146 -12%
CCB
257
Country Club Bank
Missouri
$5.98M 73,823 -1,360 -2%
CHJWM
258
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.92M 73,154 -1,591 -2%
SP
259
Symmetry Partners
Connecticut
$5.87M 72,483 +7,089 +11%
Retirement Systems of Alabama
260
Retirement Systems of Alabama
Alabama
$5.83M 72,000
TFA
261
Transamerica Financial Advisors
Florida
$5.81M 71,692 +70,707 +7,178%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$5.79M 71,769 -4,454 -6%
PCM
263
Pointe Capital Management
Michigan
$5.77M 71,212 +710 +1%
AAS
264
Avantax Advisory Services
Texas
$5.74M 70,881 -29,249 -29%
BWM
265
Baystate Wealth Management
Massachusetts
$5.74M 70,856 -25,390 -26%
BPA
266
Beacon Pointe Advisors
California
$5.46M 67,392 -15,943 -19%
CA
267
Cetera Advisors
Colorado
$5.41M 66,798 -6,094 -8%
IWS
268
Insight Wealth Strategies
California
$5.39M 66,546 +10,180 +18%
AIP
269
Almanack Investment Partners
Pennsylvania
$5.36M 66,206 +53,949 +440%
BFO
270
Biltmore Family Office
North Carolina
$5.36M 66,202 +663 +1%
MFC
271
Morris Financial Concepts
South Carolina
$5.35M 66,056 -1,284 -2%
FFG
272
Fortem Financial Group
California
$5.34M 65,962 +14,807 +29%
MA
273
Modus Advisors
Minnesota
$5.33M 65,767 +2,878 +5%
SWM
274
Spire Wealth Management
Virginia
$5.26M 64,903 +4,265 +7%
CFAM
275
Center For Asset Management
Florida
$5.24M 64,745 -997 -2%