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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 Holding Trade Value Shares
Change 		Shares
Change %
RC
376
Rovin Capital
Arizona
$3.22M +$656K +8,088 +26%
LPAM
377
Lodestar Private Asset Management
California
$3.16M -$1.25M -15,368 -28%
MCA
378
MSH Capital Advisors
Arizona
$3.16M +$91.6K +1,130 +3%
AFP
379
Ausdal Financial Partners
Iowa
$3.11M -$90.4K -1,115 -3%
PAM
380
Peak Asset Management
Colorado
$3.08M -$197K -2,434 -6%
ClearBridge Investments
381
ClearBridge Investments
New York
$3.07M -$2.93M -36,111 -49%
Brown Advisory
382
Brown Advisory
Maryland
$3.07M +$2.23M +27,543 +268%
4WM
383
4J Wealth Management
Virginia
$3.06M +$115K +1,422 +4%
CAAS
384
Capital Asset Advisory Services
Michigan
$3.06M -$93.8K -1,156 -3%
SPIA
385
Steward Partners Investment Advisory
New York
$3.05M -$1.62M -20,001 -35%
FFA
386
Fortune Financial Advisors
Kansas
$3.05M – – –
IWA
387
Intercontinental Wealth Advisors
Texas
$3.04M -$514K -6,340 -14%
WAS
388
Wealth Advisory Solutions
Indiana
$3.01M -$297K -3,665 -9%
CA
389
Cambridge Associates
Massachusetts
$2.98M +$2.69M +33,153 +907%
BRWA
390
B. Riley Wealth Advisors
Florida
$2.93M -$8.38M -103,312 -74%
BRG
391
Bay Rivers Group
Virginia
$2.91M +$45.7K +564 +2%
LRWA
392
Long Run Wealth Advisors
New York
$2.9M -$6.18M -76,177 -68%
PBO
393
Peoples Bank (Ohio)
Ohio
$2.88M -$48.9K -603 -2%
SRWM
394
Shira Ridge Wealth Management
California
$2.86M -$383K -4,720 -12%
MPPLM
395
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.86M +$1.92M +23,676 +204%
BFA
396
Buttonwood Financial Advisors
Maryland
$2.84M +$690K +8,507 +32%
CCM
397
Coldstream Capital Management
Washington
$2.82M +$3K +37 +0.1%
FGA
398
Fortis Group Advisors
New Jersey
$2.81M -$227K -2,805 -7%
GWM
399
Geneos Wealth Management
Colorado
$2.79M -$1.9M -23,461 -41%
BA
400
Bridge Advisory
California
$2.76M -$538K -6,640 -16%
14 15
16
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