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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
451
Wealth Alliance
New York
$2.48M -$866K -10,542 -26%
UB
452
UMB Bank
Missouri
$2.48M +$1.57M +19,065 +172%
Northern Trust
453
Northern Trust
Illinois
$2.47M +$464K +5,647 +23%
NWM
454
Northwest Wealth Management
Iowa
$2.47M -$466K -5,666 -16%
Russell Investments Group
455
Russell Investments Group
United Kingdom
$2.46M
RIA
456
Realta Investment Advisors
Delaware
$2.46M +$2.03M +24,672 +469%
SFG
457
Summit Financial Group
West Virginia
$2.45M -$18.5K -225 -0.8%
WIM
458
Westside Investment Management
California
$2.43M +$22.8K +277 +0.9%
WFAG
459
Wescott Financial Advisory Group
Pennsylvania
$2.43M +$529K +6,439 +28%
OA
460
Oxbow Advisors
Texas
$2.43M +$1.2M +14,648 +98%
BFW
461
Brady Family Wealth
Missouri
$2.42M +$353K +4,294 +17%
T. Rowe Price Associates
462
T. Rowe Price Associates
Maryland
$2.41M -$2.68M -32,610 -53%
XF
463
XML Financial
Maryland
$2.37M +$52.5K +639 +2%
PFM
464
Phillips Financial Management
Indiana
$2.35M -$4.77K -58 -0.2%
DWA
465
Delos Wealth Advisors
Texas
$2.34M +$2.14M +26,070 +1,071%
TFF
466
The Family Firm
Maryland
$2.32M +$36.5K +444 +2%
VAS
467
Vestmark Advisory Solutions
Massachusetts
$2.3M -$292K -3,553 -11%
EWM
468
Endurance Wealth Management
Rhode Island
$2.29M -$11.5K -140 -0.5%
CWM
469
Cahaba Wealth Management
Georgia
$2.28M -$41.2K -501 -2%
LWM
470
Liberty Wealth Management
California
$2.28M +$2.28M +27,692 New
ZF
471
Zhang Financial
Michigan
$2.25M -$941K -11,454 -29%
CCMG
472
Clark Capital Management Group
Pennsylvania
$2.25M +$2.25M +27,353 New
IWM
473
IHT Wealth Management
Illinois
$2.22M -$546K -6,640 -20%
RBCM
474
Raub Brock Capital Management
California
$2.22M +$2.22M +26,990 New
BWA
475
BDO Wealth Advisors
Florida
$2.22M +$4.03K +49 +0.2%