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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.46B
2
Morgan Stanley
Morgan Stanley
New York
$1.63B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$400M
4
UBS Group
UBS Group
Switzerland
$656M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$432M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$201M
2
RWM
Ritholtz Wealth Management
New York
$111M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$319M
5
B
Bailard
California
$861K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
376
Argent Advisors
Louisiana
$3.93M +$893K +11,007 +29%
RIS
377
Retirement Income Solutions
Michigan
$3.9M -$185K -2,284 -5%
TAM
378
TCP Asset Management
Ohio
$3.9M +$3.9M +47,992 New
CPC
379
Consolidated Planning Corp
Georgia
$3.87M +$718K +8,844 +23%
MIA
380
MMBG Investment Advisors
Florida
$3.87M -$29.6K -365 -0.8%
MWM
381
MinichMacGregor Wealth Management
New York
$3.86M +$27.9K +344 +0.7%
LSIA
382
LaSalle St. Investment Advisors
Illinois
$3.81M +$3.81M +46,903 New
CWM
383
Curi Wealth Management
North Carolina
$3.8M +$3.8M +46,819 New
ODIJL
384
One Day In July LLC
Vermont
$3.78M +$1.68M +20,649 +80%
CGA
385
Crescent Grove Advisors
Illinois
$3.76M +$3.43M +42,268 +1,039%
GCP
386
GSA Capital Partners
United Kingdom
$3.74M +$1.24M +15,300 +50%
SP
387
Symmetry Partners
Connecticut
$3.72M +$1.44M +17,742 +63%
JCM
388
J2 Capital Management
Michigan
$3.72M -$13K -160 -0.3%
WPA
389
West Paces Advisors
Georgia
$3.64M -$398K -4,908 -10%
HI
390
Horizon Investments
North Carolina
$3.61M -$68.7M -848,045 -95%
BMCM
391
Burns Matteson Capital Management
New York
$3.58M -$14.2M -174,703 -80%
AT
392
Arden Trust
Delaware
$3.58M -$1.04M -12,853 -23%
FEM
393
Fulcrum Equity Management
Texas
$3.57M -$8.22M -101,225 -70%
EAM
394
Empirical Asset Management
Massachusetts
$3.55M -$237K -2,915 -6%
TDWM
395
Topel & Distasi Wealth Management
California
$3.55M +$260K +3,197 +8%
TA
396
TruWealth Advisors
Louisiana
$3.51M +$352K +4,341 +11%
HIA
397
Harbor Investment Advisory
Maryland
$3.47M +$390K +4,801 +13%
PAM
398
Peak Asset Management
Colorado
$3.46M -$448K -5,516 -11%
VCM
399
Vivaldi Capital Management
Illinois
$3.44M -$3.55M -43,489 -51%
AIP
400
Almanack Investment Partners
Pennsylvania
$3.43M +$3.43M +42,311 New
14 15
16
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