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iShares 1-3 Year Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
1.73%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
BFW
401
Brady Family Wealth
Missouri
$2.74M +$346K +4,265 +14%
IFO
402
Independent Family Office
New York
$2.73M +$166K +2,050 +6%
LSIA
403
LaSalle St. Investment Advisors
Illinois
$2.72M -$137K -1,688 -5%
RWB
404
RMR Wealth Builders
New Jersey
$2.71M -$2.18M -26,930 -45%
TCM
405
Twele Capital Management
Minnesota
$2.65M -$1.95K -24 -0.1%
WW
406
Waterfront Wealth
Kansas
$2.65M +$708K +8,746 +37%
TFF
407
The Family Firm
Maryland
$2.64M +$354K +4,366 +15%
KWMG
408
King Wealth Management Group
Florida
$2.64M -$8.92K -110 -0.3%
SFC
409
Strategic Financial Concepts
Texas
$2.6M +$1.33M +16,355 +104%
CTA
410
Chesley Taft & Associates
Illinois
$2.58M +$2M +24,695 +344%
EWM
411
Empirical Wealth Management
Washington
$2.56M -$172K -2,121 -6%
LHWM
412
Lake Hills Wealth Management
Texas
$2.52M +$2.52M +31,131 New
EL
413
EQ LLC
Washington
$2.52M +$2.52M +31,028 New
UB
414
UMB Bank
Missouri
$2.51M +$66.2K +817 +3%
ICG
415
InterOcean Capital Group
Tennessee
$2.51M -$3.02M -37,189 -55%
HL
416
HeadInvest LLC
Maine
$2.5M -$69.3K -856 -3%
KLC
417
Knowledge Leaders Capital
Colorado
$2.48M -$2.64M -32,510 -52%
THL
418
Tillman Hartley LLC
Colorado
$2.47M +$1.14K +14 +0%
WIC
419
Whitegate Investment Counselors
New Hampshire
$2.46M -$71.7K -884 -3%
WFAG
420
Wescott Financial Advisory Group
Pennsylvania
$2.43M +$34.6K +427 +1%
RIA
421
Realta Investment Advisors
Delaware
$2.38M -$48.1K -593 -2%
NFG
422
Northeast Financial Group
Pennsylvania
$2.38M -$321K -3,962 -12%
Northern Trust
423
Northern Trust
Illinois
$2.38M -$65.6K -809 -3%
LWM
424
Liberty Wealth Management
California
$2.37M +$129K +1,587 +6%
LC
425
LCNB Corp
Ohio
$2.37M +$2.37M +29,175 New