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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
401
B. Riley Wealth Advisors
Florida
$2.57M -$358K -4,416 -12%
Northern Trust
402
Northern Trust
Illinois
$2.55M +$181K +2,239 +8%
4WM
403
4J Wealth Management
Virginia
$2.54M -$520K -6,420 -17%
LWANC
404
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.52M +$531K +6,555 +27%
IA
405
IFP Advisors
Florida
$2.5M -$1.66M -20,515 -40%
HL
406
HeadInvest LLC
Maine
$2.49M +$5.33K +66 +0.2%
Kovitz Investment Group Partners
407
Kovitz Investment Group Partners
Illinois
$2.47M +$420K +5,186 +21%
THL
408
Tillman Hartley LLC
Colorado
$2.46M +$162 +2 +0%
TCM
409
Twele Capital Management
Minnesota
$2.45M -$198K -2,451 -7%
SAM
410
Strategy Asset Managers
California
$2.45M +$640K +7,901 +35%
FCI
411
Financial Counselors Inc
Kansas
$2.45M +$2.45M +30,225 New
RWB
412
RMR Wealth Builders
New Jersey
$2.45M -$258K -3,183 -10%
SFC
413
Strategic Financial Concepts
Texas
$2.42M -$176K -2,174 -7%
CAG
414
Crestwood Advisors Group
Massachusetts
$2.41M +$2.03M +25,066 +536%
TCM
415
Towercrest Capital Management
Pennsylvania
$2.4M +$85.7K +1,058 +4%
RIA
416
Realta Investment Advisors
Delaware
$2.38M
ACS
417
Archford Capital Strategies
Illinois
$2.37M -$5.42M -66,896 -70%
NFG
418
Northeast Financial Group
Pennsylvania
$2.36M -$15K -185 -0.6%
GBWM
419
Granite Bay Wealth Management
New Hampshire
$2.36M +$2.36M +29,082 New
SMF
420
Sterling Manor Financial
New York
$2.34M +$751K +9,281 +47%
WIM
421
Westside Investment Management
California
$2.34M +$25.3K +312 +1%
WP
422
WealthShield Partners
North Carolina
$2.33M +$1.85M +22,874 +388%
CS
423
Credit Suisse
Switzerland
$2.32M -$1.3M -16,117 -36%
MIA
424
MMBG Investment Advisors
Florida
$2.3M -$1.51M -18,588 -40%
Thrivent Financial for Lutherans
425
Thrivent Financial for Lutherans
Minnesota
$2.29M +$219K +2,700 +11%