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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 %
EWM
426
EPG Wealth Management
Georgia
$2.35M -$377K -4,652 -14%
DWA
427
Delos Wealth Advisors
Texas
$2.34M +$30.4K +375 +1%
IWM
428
IHT Wealth Management
Illinois
$2.33M +$143K +1,760 +7%
WIM
429
Westside Investment Management
California
$2.32M -$81.2K -1,002 -3%
PFM
430
Phillips Financial Management
Indiana
$2.32M -$2.03K -25 -0.1%
TCM
431
Towercrest Capital Management
Pennsylvania
$2.31M -$476K -5,872 -17%
PIWA
432
Prevail Innovative Wealth Advisors
Kansas
$2.29M +$2.29M +28,242 New
DADC
433
D.A. Davidson & Co
Montana
$2.27M -$342K -4,223 -13%
GRP
434
Global Retirement Partners
California
$2.25M -$1.24M -15,304 -36%
VFA
435
Voya Financial Advisors
Connecticut
$2.24M +$234K +2,891 +12%
EWM
436
Endurance Wealth Management
Rhode Island
$2.22M -$44.6K -550 -2%
AA
437
AlphaCentric Advisors
Puerto Rico
$2.17M -$4.07M -50,199 -65%
GVAG
438
Great Valley Advisor Group
Delaware
$2.13M +$162K +1,996 +8%
IIC
439
Ironwood Investment Counsel
Arizona
$2.13M -$339K -4,186 -14%
TLFA
440
True Link Financial Advisors
California
$2.11M -$5.92M -73,075 -74%
RBCM
441
Raub Brock Capital Management
California
$2.11M -$83.1K -1,025 -4%
TWM
442
TriaGen Wealth Management
California
$2.1M +$34.6K +427 +2%
CTI
443
Community Trust & Investment
Kentucky
$2.09M +$814K +10,040 +64%
Thrivent Financial for Lutherans
444
Thrivent Financial for Lutherans
Minnesota
$2.08M -$760K -9,374 -27%
MIH
445
Meitav Investment House
Israel
$2.05M +$51.3K +633 +3%
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$2.05M -$57.1K -704 -3%
TC
447
TownSquare Capital
Utah
$2.05M -$37.5M -463,118 -95%
JWCA
448
J.W. Cole Advisors
Florida
$2.04M -$1.67M -20,643 -45%
CWP
449
Capital Wealth Planning
Florida
$2.04M -$1.89M -23,259 -48%
AP
450
Arlington Partners
Alabama
$2.03M