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iShares 1-3 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
426
MSH Capital Advisors
Arizona
$2.94M +$920K +11,333 +45%
Koshinski Asset Management
427
Koshinski Asset Management
Illinois
$2.94M -$1.05M -12,984 -26%
4WM
428
4J Wealth Management
Virginia
$2.91M -$43.4K -535 -1%
NWM
429
Northwest Wealth Management
Iowa
$2.9M -$194K -2,395 -6%
NCM
430
Novare Capital Management
North Carolina
$2.88M
OFG
431
OmniStar Financial Group
North Carolina
$2.86M -$228K -2,805 -7%
PEA
432
Park Edge Advisors
Ohio
$2.86M +$2.86M +35,244 New
AWM
433
Ameliora Wealth Management
Switzerland
$2.81M +$179K +2,204 +7%
HTC
434
Haverford Trust Company
Pennsylvania
$2.81M +$1.95M +24,055 +227%
CCM
435
Coldstream Capital Management
Washington
$2.8M +$2.8M +34,467 New
IWN
436
Independent Wealth Network
Iowa
$2.79M +$1.1M +13,600 +65%
CWA
437
Core Wealth Advisors
Florida
$2.76M +$695K +8,559 +34%
DWT
438
Dorsey & Whitney Trust
South Dakota
$2.76M -$71.5K -881 -3%
KWMG
439
King Wealth Management Group
Florida
$2.76M -$3K -37 -0.1%
IWM
440
IHT Wealth Management
Illinois
$2.73M +$8.28K +102 +0.3%
SCP
441
Syntal Capital Partners
Texas
$2.73M
AIP
442
Ameritas Investment Partners
Nebraska
$2.73M +$1.17M +14,296 +75%
LWAC
443
Laurel Wealth Advisors (California)
California
$2.73M -$760K -9,369 -22%
CWM
444
Connecticut Wealth Management
Connecticut
$2.72M +$1.79K +22 +0.1%
NFG
445
Northeast Financial Group
Pennsylvania
$2.7M +$2.7M +33,231 New
TCM
446
Twele Capital Management
Minnesota
$2.68M +$207K +2,550 +8%
KP
447
Keel Point
Alabama
$2.66M +$902K +11,116 +51%
PWP
448
Perfromance Wealth Partners
Illinois
$2.66M +$320K +3,948 +14%
T
449
TCWP
Ohio
$2.62M -$176K -2,167 -6%
WIC
450
Whitegate Investment Counselors
New Hampshire
$2.61M -$504K -6,204 -16%