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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 %
JWCA
376
J.W. Cole Advisors
Florida
$3.77M +$558K +6,790 +17%
TA
377
TruWealth Advisors
Louisiana
$3.75M +$195K +2,378 +6%
T
378
TCWP
Ohio
$3.73M +$1.08M +13,204 +41%
KF
379
Krilogy Financial
Missouri
$3.71M -$2.11M -25,683 -36%
HIA
380
Harbor Investment Advisory
Maryland
$3.69M +$178K +2,171 +5%
WS
381
Wedbush Securities
California
$3.65M +$613K +7,457 +20%
MCC
382
Money Concepts Capital
Florida
$3.64M +$3.18M +378,858 +691%
EGA
383
Eagle Global Advisors
Texas
$3.63M -$40.4M -491,686 -92%
LFASL
384
Lugano Financial Advisors SA (LFA)
Switzerland
$3.63M +$235K +2,861 +7%
GF
385
Gries Financial
Ohio
$3.63M +$3.31M +40,327 +1,057%
RIS
386
Retirement Income Solutions
Michigan
$3.6M -$348K -4,234 -9%
TDWM
387
Topel & Distasi Wealth Management
California
$3.6M +$4.68K +57 +0.1%
IWA
388
Intercontinental Wealth Advisors
Texas
$3.6M +$3.6M +43,799 New
AWM
389
Axxcess Wealth Management
California
$3.59M -$26.5M -322,779 -88%
Schroder Investment Management Group
390
Schroder Investment Management Group
United Kingdom
$3.58M -$24.9M -302,859 -87%
WSTAM
391
Wilbanks Smith & Thomas Asset Management
Virginia
$3.56M -$2.79M -34,003 -44%
PWP
392
Perfromance Wealth Partners
Illinois
$3.56M +$869K +10,582 +32%
GRP
393
Global Retirement Partners
California
$3.54M +$1.84M +22,330 +108%
WWM
394
WT Wealth Management
Arizona
$3.54M +$1.7M +20,686 +93%
CHAM
395
Clear Harbor Asset Management
Connecticut
$3.53M -$685K -8,334 -16%
State Street
396
State Street
Massachusetts
$3.46M +$1.6M +19,466 +86%
SMF
397
Sterling Manor Financial
New York
$3.38M +$3.38M +41,121 New
CAM
398
Cresset Asset Management
Illinois
$3.37M +$2.14K +26 +0.1%
MCM
399
Mainstay Capital Management
Michigan
$3.35M +$17.6K +214 +0.5%
WAS
400
Wealth Advisory Solutions
Indiana
$3.35M -$1.24M -15,106 -27%