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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 %
DLHL
451
Donald L. Hagan LLC
Florida
$2.58M -$288K -3,545 -10%
IFO
452
Independent Family Office
New York
$2.58M -$123K -1,515 -5%
BWA
453
Beam Wealth Advisors
Louisiana
$2.57M +$2.57M +31,720 New
VAS
454
Vestmark Advisory Solutions
Massachusetts
$2.56M +$303K +3,739 +13%
HL
455
HeadInvest LLC
Maine
$2.56M -$782K -9,630 -23%
TCM
456
Towercrest Capital Management
Pennsylvania
$2.52M -$43.8K -539 -2%
CCM
457
Crabel Capital Management
California
$2.52M +$2.52M +31,006 New
CA
458
CoreCap Advisors
Michigan
$2.5M -$23.4M -288,302 -90%
SWA
459
SFMG Wealth Advisors
Texas
$2.47M -$302K -3,725 -11%
THL
460
Tillman Hartley LLC
Colorado
$2.46M +$2.46M +30,351 New
CF
461
Centaurus Financial
California
$2.46M -$745K -9,174 -23%
SFG
462
Summit Financial Group
West Virginia
$2.44M -$1.02M -12,508 -29%
Russell Investments Group
463
Russell Investments Group
United Kingdom
$2.43M +$2.43M +30,000 New
EDRH
464
Edmond de Rothschild Holding
Switzerland
$2.42M -$883K -10,877 -27%
KJHP
465
K.J. Harrison & Partners
Ontario, Canada
$2.42M +$2.42M +22,000 New
LOPW
466
Live Oak Private Wealth
North Carolina
$2.38M -$1M -12,335 -30%
CCWA
467
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M +$2.36M +29,100 New
WG
468
Welch Group
Alabama
$2.36M +$2.36M +29,090 New
LPT
469
Legacy Private Trust
Wisconsin
$2.33M -$958K -11,802 -29%
PFM
470
Phillips Financial Management
Indiana
$2.32M -$23.2K -286 -1%
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$2.32M -$33.7M -414,709 -94%
WC
472
Whitney & Co
New York
$2.31M +$241K +2,963 +12%
Kovitz Investment Group Partners
473
Kovitz Investment Group Partners
Illinois
$2.31M -$15.3K -189 -0.7%
VC
474
Veracity Capital
Georgia
$2.31M +$631K +7,769 +38%
XF
475
XML Financial
Maryland
$2.29M +$2.29M +28,226 New