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iShares 1-3 Year Treasury Bond ETF

1,038 hedge funds and large institutions have $21B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 403 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+46
Holders Change %
+4.64%
% of All Funds
17.95%
Holding in Top 10
150
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.94%
% of All Funds
2.59%
New
140
Increased
403
Reduced
383
Closed
84
Calls
$34.2M
Puts
$18.8M
Net Calls
+$15.4M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
351
PVG Asset Management
Colorado
$3.74M +$3.74M +46,105 New
JCM
352
J2 Capital Management
Michigan
$3.73M +$200K +2,459 +6%
PFA
353
Peak Financial Advisors
Colorado
$3.66M +$1.3M +16,028 +55%
AC
354
Apella Capital
Connecticut
$3.64M +$524K +6,458 +17%
SW
355
StrongBox Wealth
Missouri
$3.61M +$114K +1,405 +3%
EWM
356
Empirical Wealth Management
Washington
$3.6M +$1.66M +20,406 +85%
GVAG
357
Great Valley Advisor Group
Delaware
$3.56M -$294K -3,622 -8%
WSTAM
358
Wilbanks Smith & Thomas Asset Management
Virginia
$3.52M
SAM
359
Strategy Asset Managers
California
$3.51M +$1.54M +18,981 +78%
LWAC
360
Laurel Wealth Advisors (California)
California
$3.49M +$173K +2,131 +5%
SFG
361
Summit Financial Group
West Virginia
$3.45M -$1.04M -12,801 -23%
LTL
362
Lowery Thomas LLC
California
$3.45M -$3.45M -42,517 -50%
GWM
363
Geneos Wealth Management
Colorado
$3.42M +$1.14M +14,063 +50%
PFS
364
Prospera Financial Services
Texas
$3.39M +$139K +1,706 +4%
LOPW
365
Live Oak Private Wealth
North Carolina
$3.38M -$607K -7,474 -15%
WA
366
Wealth Alliance
New York
$3.37M +$2.52M +31,077 +299%
BEI
367
Benjamin Edwards Inc
Missouri
$3.36M -$67.3K -829 -2%
HL
368
HeadInvest LLC
Maine
$3.34M -$285K -3,511 -8%
CAM
369
Cresset Asset Management
Illinois
$3.33M +$3.33M +41,050 New
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$3.31M +$744K +9,165 +29%
NAG
371
Northstar Advisory Group
New Jersey
$3.31M -$20.6M -254,211 -86%
EDRH
372
Edmond de Rothschild Holding
Switzerland
$3.31M +$162K +1,996 +5%
LPT
373
Legacy Private Trust
Wisconsin
$3.29M -$157K -1,931 -5%
TDWM
374
Topel & Distasi Wealth Management
California
$3.29M -$2.76K -34 -0.1%
BNP Paribas Financial Markets
375
BNP Paribas Financial Markets
France
$3.28M -$1.05M -12,918 -24%