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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.74%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.07B
2
Barclays
2
Barclays
United Kingdom
$409M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
Charles Schwab
4
Charles Schwab
California
$372M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$81.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.99B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$45.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$462M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
326
Ameliora Wealth Management
Switzerland
$4.18M 51,494 +13,530 +36%
IA
327
IFP Advisors
Florida
$4.17M 51,435 -10,622 -17%
KWM
328
Kingsview Wealth Management
Oregon
$4.16M 51,255 -44,906 -47%
FFG
329
Fortem Financial Group
California
$4.15M 51,155 +25,106 +96%
AWMS
330
Advocacy Wealth Management Services
Georgia
$4.14M 51,117 – –
NFW
331
Noble Family Wealth
Florida
$4.13M 50,970 -1,289 -2%
MCP
332
Martin Capital Partners
Oregon
$4.12M 50,823 -2,226 -4%
FT
333
Fiduciary Trust
Massachusetts
$4.11M 50,635 +45,555 +897%
PPC
334
Park Place Capital
Alabama
$4.1M 50,597 -1,934 -4%
WAM
335
WealthTrust Asset Management
Florida
$4.03M 49,711 +49,711 New
ATPW
336
Ashton Thomas Private Wealth
Arizona
$4.02M 49,522 -26,831 -35%
GF
337
Gries Financial
Ohio
$4.01M 49,438 +5,296 +12%
TA
338
TruWealth Advisors
Louisiana
$4M 49,377 +3,770 +8%
WSTAM
339
Wilbanks Smith & Thomas Asset Management
Virginia
$3.98M 49,031 +5,712 +13%
WAS
340
Winch Advisory Services
Wisconsin
$3.92M 48,366 -2,597 -5%
IDA
341
Intelligence Driven Advisers
California
$3.87M 47,969 -620,596 -93%
MWM
342
MinichMacGregor Wealth Management
New York
$3.85M 47,529 +64 +0.1%
SCM
343
Stordahl Capital Management
Colorado
$3.85M 47,497 +237 +0.5%
PWP
344
Perfromance Wealth Partners
Illinois
$3.85M 47,621 +4,308 +10%
MIA
345
MMBG Investment Advisors
Florida
$3.81M 46,946 -6,030 -11%
ODIJL
346
One Day In July LLC
Vermont
$3.79M 46,790 -3,227 -6%
MFG
347
Merit Financial Group
Georgia
$3.78M 46,605 +41,838 +878%
CW
348
Channel Wealth
California
$3.76M 46,415 -7,695 -14%
CFG
349
Citizens Financial Group
Rhode Island
$3.74M 46,157 +13,759 +42%
T
350
TCWP
Ohio
$3.67M 45,249 -202 -0.4%
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