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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.07B
2
Barclays
2
Barclays
United Kingdom
$409M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
Charles Schwab
4
Charles Schwab
California
$372M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$81.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.99B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$45.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$462M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
451
Apexium Financial
Texas
$2.03M +$4.38K +54 +0.2%
AFG
452
Atomi Financial Group
New York
$2.02M +$531K +6,550 +36%
ATFA
453
All Terrain Financial Advisors
Minnesota
$2.02M -$55.9K -690 -3%
CWC
454
Carolinas Wealth Consulting
North Carolina
$1.99M +$34.5K +425 +2%
LWANC
455
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M +$1.14M +13,999 +133%
SFG
456
Summit Financial Group
West Virginia
$1.97M -$439K -5,415 -18%
NWM
457
Northwest Wealth Management
Iowa
$1.94M -$495K -6,106 -20%
CWM
458
Congress Wealth Management
Massachusetts
$1.93M -$90.9K -1,121 -5%
RA
459
Rational Advisors
New York
$1.93M -$13M -160,246 -87%
SSWM
460
Smith Salley Wealth Management
North Carolina
$1.91M +$79.1K +976 +4%
OLVIG
461
Oliver Lagore Vanvalin Investment Group
Michigan
$1.9M +$1.45M +17,878 +320%
CPC
462
Consolidated Planning Corp
Georgia
$1.9M -$2.59M -32,003 -58%
SYBT
463
Stock Yards Bank & Trust
Kentucky
$1.88M -$165K -2,033 -8%
AFO
464
Arrowroot Family Office
California
$1.87M -$36.2K -446 -2%
EAMA
465
EFG Asset Management (Americas)
Florida
$1.87M +$125K +1,538 +7%
ECI
466
EFG Capital International
Florida
$1.87M +$1.87M +23,031 New
ACP
467
Aveo Capital Partners
Colorado
$1.86M -$165K -2,038 -8%
SCP
468
Syntal Capital Partners
Texas
$1.86M -$869K -10,715 -32%
HKIMG
469
Hutchens & Kramer Investment Management Group
Indiana
$1.85M -$184K -2,269 -9%
ZF
470
Zhang Financial
Michigan
$1.83M -$391K -4,822 -18%
EST
471
EA Series Trust
Pennsylvania
$1.83M +$1.83M +22,629 New
EF
472
Empowered Funds
Pennsylvania
$1.83M +$1.83M +22,629 New
CWM
473
Cahaba Wealth Management
Georgia
$1.82M -$424K -5,233 -19%
SFG
474
StrategIQ Financial Group
Indiana
$1.82M -$160K -1,972 -8%
SFS
475
Security Financial Services
Indiana
$1.81M +$418K +5,154 +30%
17 18
19
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