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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 %
AP
326
Americana Partners
Texas
$4.84M +$4.84M +58,882 New
MA
327
Modus Advisors
Minnesota
$4.83M +$129K +1,572 +3%
RJT
328
Raymond James Trust
Florida
$4.76M -$647K -7,875 -12%
GWM
329
Geneos Wealth Management
Colorado
$4.75M -$1.36M -16,600 -22%
AT
330
Arden Trust
Delaware
$4.75M +$1.13M +13,723 +31%
CA
331
Clearstead Advisors
Ohio
$4.74M -$700K -8,518 -13%
SPIA
332
Steward Partners Investment Advisory
New York
$4.74M -$1.53M -18,592 -24%
CL
333
Choreo LLC
Illinois
$4.73M +$4.73M +57,600 New
ONB
334
Old National Bancorp
Indiana
$4.7M
NL
335
NWAM LLC
Washington
$4.7M -$29.4K -358 -0.6%
BCM
336
Becker Capital Management
Oregon
$4.66M +$4.66M +56,702 New
CPWA
337
Cerro Pacific Wealth Advisors
California
$4.65M -$4.74M -57,702 -50%
IWS
338
Insight Wealth Strategies
California
$4.65M -$317K -3,855 -6%
GA
339
Greenspring Advisors
Maryland
$4.64M -$106K -1,287 -2%
MFC
340
Morris Financial Concepts
South Carolina
$4.6M +$2.35M +28,560 +104%
WB
341
WesBanco Bank
West Virginia
$4.58M -$1.25M -15,253 -21%
HI
342
Horizon Investments
North Carolina
$4.57M +$929K +11,357 +25%
William Blair & Company
343
William Blair & Company
Illinois
$4.57M +$2.77M +33,684 +153%
CPC
344
Consolidated Planning Corp
Georgia
$4.55M +$635K +7,728 +16%
SW
345
StrongBox Wealth
Missouri
$4.53M +$409K +4,980 +10%
HTC
346
Haverford Trust Company
Pennsylvania
$4.48M +$1.64M +19,919 +57%
RWA
347
Rainsberger Wealth Advisors
Colorado
$4.48M +$37.5K +456 +0.8%
SP
348
Symmetry Partners
Connecticut
$4.48M +$721K +8,781 +19%
LPAM
349
Lodestar Private Asset Management
California
$4.47M -$6.34M -77,223 -59%
CW
350
Channel Wealth
California
$4.45M +$4.45M +54,110 New