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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 %
EWA
301
EverSource Wealth Advisors
Alabama
$5.71M +$5.71M +69,543 New
RFS
302
Retirement Financial Solutions
Tennessee
$5.64M -$485K -5,908 -8%
FAIM
303
Financial Advocates Investment Management
Washington
$5.63M -$670K -8,156 -11%
NAM
304
NTV Asset Management
West Virginia
$5.6M -$47.7K -581 -0.8%
ICG
305
InterOcean Capital Group
Tennessee
$5.6M +$4.99M +60,736 +820%
CI
306
CPR Investments
Michigan
$5.6M +$645K +7,851 +13%
PA
307
Parallel Advisors
California
$5.46M -$222K -2,696 -4%
NFG
308
Nations Financial Group
Iowa
$5.43M +$629K +7,651 +13%
ACM
309
AUA Capital Management
Pennsylvania
$5.36M
PCM
310
Pointe Capital Management
Michigan
$5.36M -$403K -4,911 -7%
BWM
311
Birchcreek Wealth Management
Ohio
$5.28M +$4.83M +58,758 +1,065%
CFG
312
Carr Financial Group
Massachusetts
$5.21M +$5.21M +63,433 New
EP
313
Essential Planning
New Hampshire
$5.2M -$824K -10,955 -14%
KLC
314
Knowledge Leaders Capital
Colorado
$5.18M -$1.57M -19,096 -23%
PFS
315
Prospera Financial Services
Texas
$5.18M -$6.36M -77,344 -55%
IA
316
IFP Advisors
Florida
$5.17M -$12.2M -146,248 -70%
WANY
317
Wealthspire Advisors (New York)
New York
$5.08M -$519K -6,318 -9%
PIMG
318
Patriot Investment Management Group
Tennessee
$5.01M +$288K +3,504 +6%
AWM
319
Alterna Wealth Management
Texas
$4.99M -$418K -5,082 -8%
BFO
320
Biltmore Family Office
North Carolina
$4.97M -$2.16M -26,305 -30%
RWB
321
RMR Wealth Builders
New Jersey
$4.96M -$1.31M -15,892 -21%
MA
322
MBA Advisors
Pennsylvania
$4.92M -$225K -2,735 -4%
PEA
323
Park Edge Advisors
Ohio
$4.9M +$2M +24,388 +69%
KP
324
Keel Point
Alabama
$4.89M +$2.19M +26,689 +81%
COCM
325
Charter Oak Capital Management
New Hampshire
$4.87M -$50.3K -612 -1%