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iShares 1-3 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SW
301
SVB Wealth
Massachusetts
$6.15M +$2.06M +25,392 +50%
TIA
302
Traphagen Investment Advisors
New Jersey
$6.07M +$6.07M +74,749 New
RFS
303
Retirement Financial Solutions
Tennessee
$6.05M +$6.05M +74,539 New
GWM
304
Geneos Wealth Management
Colorado
$6.04M +$2.63M +32,352 +77%
EP
305
Essential Planning
New Hampshire
$6.03M -$52.5K -696 -0.9%
MSFS
306
Main Street Financial Solutions
Pennsylvania
$6M +$67.3K +829 +1%
IAN
307
Integrated Advisors Network
Texas
$5.99M +$128K +1,580 +2%
HWA
308
HCR Wealth Advisors
California
$5.92M -$616K -7,589 -9%
TNBTD
309
Trustmark National Bank Trust Department
Mississippi
$5.81M -$7.68M -94,663 -57%
RIA
310
Regal Investment Advisors
Michigan
$5.79M +$855K +10,539 +17%
WPIC
311
White Pine Investment Company
Michigan
$5.79M +$2.87M +35,298 +98%
CP
312
Coho Partners
Pennsylvania
$5.78M -$67.4K -830 -1%
WB
313
WesBanco Bank
West Virginia
$5.77M +$3.82M +46,998 +196%
CCA
314
Checchi Capital Advisers
California
$5.76M +$1.05M +12,958 +22%
KF
315
Krilogy Financial
Missouri
$5.75M +$4.72M +58,094 +457%
PCM
316
Pointe Capital Management
Michigan
$5.69M -$412K -5,073 -7%
CFAM
317
Center For Asset Management
Florida
$5.68M -$3.59M -44,261 -39%
NCM
318
New Capital Management
Texas
$5.67M +$5.31M +65,458 +1,472%
PA
319
Parallel Advisors
California
$5.62M +$2.69M +33,154 +92%
ASW
320
Astoria Strategic Wealth
Texas
$5.6M +$80.2K +988 +1%
NAM
321
NTV Asset Management
West Virginia
$5.58M -$1.96M -24,117 -26%
TLFA
322
True Link Financial Advisors
California
$5.55M +$3.44M +42,346 +162%
WANY
323
Wealthspire Advisors (New York)
New York
$5.54M -$127K -1,567 -2%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$5.51M +$2.2M +27,150 +67%
SWM
325
Spire Wealth Management
Virginia
$5.47M +$487 +6 +0%