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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 %
LC
426
LCNB Corp
Ohio
$2.29M -$70.5K -871 -3%
DWA
427
Delos Wealth Advisors
Texas
$2.28M -$61.6K -758 -3%
EWM
428
EPG Wealth Management
Georgia
$2.27M -$80.6K -995 -3%
PFG
429
Pacific Financial Group
Washington
$2.26M -$9.55M -117,885 -81%
TWM
430
TriaGen Wealth Management
California
$2.24M +$142K +1,752 +7%
SCM
431
Spreng Capital Management
Ohio
$2.24M +$929K +11,475 +71%
KWMG
432
King Wealth Management Group
Florida
$2.23M -$402K -4,968 -15%
SIC
433
Samalin Investment Counsel
New York
$2.23M +$428K +5,285 +24%
PFM
434
Phillips Financial Management
Indiana
$2.23M -$87K -1,074 -4%
Vontobel Holding
435
Vontobel Holding
Switzerland
$2.21M +$619K +7,642 +39%
CGA
436
Crescent Grove Advisors
Illinois
$2.15M -$2.39M -29,513 -53%
UB
437
UMB Bank
Missouri
$2.14M -$365K -4,511 -15%
CTI
438
Community Trust & Investment
Kentucky
$2.12M +$35.8K +442 +2%
LPAM
439
Lodestar Private Asset Management
California
$2.12M -$1.04M -12,884 -33%
BA
440
Bridge Advisory
California
$2.11M -$642K -7,934 -23%
TLFA
441
True Link Financial Advisors
California
$2.11M -$3.73K -46 -0.2%
SSWM
442
Smith Salley Wealth Management
North Carolina
$2.1M +$195K +2,413 +10%
VP
443
Verum Partners
North Carolina
$2.09M +$2.09M +25,834 New
TCPWM
444
Traverso Chambers Private Wealth Management
California
$2.06M -$16.3M -200,921 -89%
CF
445
Centaurus Financial
California
$2.06M +$1.73M +21,407 +536%
DADC
446
D.A. Davidson & Co
Montana
$2.04M -$226K -2,797 -10%
GC
447
GFG Capital
Florida
$2.02M +$2.02M +24,926 New
CWM
448
Congress Wealth Management
Massachusetts
$2M +$69.8K +862 +4%
DWM
449
Drive Wealth Management
Utah
$1.99M +$571K +7,052 +40%
EWM
450
Empirical Wealth Management
Washington
$1.99M -$573K -7,079 -22%