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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$6.79M -$67.5K -821 -1%
CG
277
Colony Group
Massachusetts
$6.75M +$113K +1,380 +2%
CCA
278
Checchi Capital Advisers
California
$6.74M +$911K +11,092 +16%
WPIC
279
White Pine Investment Company
Michigan
$6.72M +$864K +10,521 +15%
EFG
280
Ethos Financial Group
Pennsylvania
$6.69M +$149K +1,810 +2%
NRI
281
NFP Retirement Inc
California
$6.6M +$1.61M +19,609 +32%
WIA
282
World Investment Advisors
California
$6.59M +$308K +3,744 +5%
PFA
283
Pure Financial Advisors
California
$6.56M -$180K -2,194 -3%
BFM
284
Boston Financial Management
Massachusetts
$6.55M +$252K +3,071 +4%
CCB
285
Country Club Bank
Missouri
$6.45M -$2.95M -35,989 -31%
FFA
286
First Foundation Advisors
California
$6.37M +$983K +11,964 +18%
CHJWM
287
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.34M -$477K -5,801 -7%
AA
288
AlphaCentric Advisors
Puerto Rico
$6.33M +$6.33M +76,992 New
CI
289
Cambiar Investors
Colorado
$6.28M -$376K -4,579 -6%
ATPW
290
Ashton Thomas Private Wealth
Arizona
$6.27M -$1.31M -15,887 -17%
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$6.24M -$4.45M -54,179 -42%
SWP
292
Stratos Wealth Partners
Ohio
$6.21M -$767K -9,330 -11%
SWM
293
Spire Wealth Management
Virginia
$6.16M +$622K +7,572 +11%
ClearBridge Investments
294
ClearBridge Investments
New York
$6.08M -$308K -3,751 -5%
CFAM
295
Center For Asset Management
Florida
$5.92M +$173K +2,104 +3%
Retirement Systems of Alabama
296
Retirement Systems of Alabama
Alabama
$5.92M +$5.92M +72,000 New
WGCA
297
Wolf Group Capital Advisors
Virginia
$5.83M -$527K -6,409 -8%
HWA
298
HCR Wealth Advisors
California
$5.77M -$219K -2,667 -4%
BEI
299
Benjamin Edwards Inc
Missouri
$5.75M -$4.53M -55,082 -44%
TNBTD
300
Trustmark National Bank Trust Department
Mississippi
$5.72M -$157K -1,905 -3%