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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 %
SF
451
Summit Financial
New Jersey
$1.98M +$296K +3,658 +18%
RBCM
452
Raub Brock Capital Management
California
$1.97M -$131K -1,620 -6%
IWN
453
Independent Wealth Network
Iowa
$1.96M +$220K +2,711 +13%
CPC
454
Consolidated Planning Corp
Georgia
$1.95M +$53.5K +661 +3%
AFO
455
Arrowroot Family Office
California
$1.94M +$71K +877 +4%
LFA
456
LifeGuide Financial Advisors
Pennsylvania
$1.93M +$320K +3,954 +20%
CWM
457
Cahaba Wealth Management
Georgia
$1.92M +$94K +1,161 +5%
ATFA
458
All Terrain Financial Advisors
Minnesota
$1.91M -$107K -1,318 -5%
NWM
459
Northwest Wealth Management
Iowa
$1.91M -$27.6K -341 -1%
BFC
460
Blue Fin Capital
Rhode Island
$1.91M +$119K +1,474 +7%
API
461
Advisor Partners II
California
$1.91M -$6.68M -82,517 -78%
EAMA
462
EFG Asset Management (Americas)
Florida
$1.9M +$34.8K +430 +2%
SRWM
463
Shira Ridge Wealth Management
California
$1.9M -$959K -11,847 -34%
PAM
464
Peak Asset Management
Colorado
$1.89M -$1.19M -14,641 -39%
BWM
465
Biltmore Wealth Management
Arizona
$1.87M -$8.07M -99,623 -81%
AI
466
AXS Investments
New York
$1.86M +$1.86M +23,000 New
GSEP
467
Golden State Equity Partners
California
$1.86M +$732K +9,043 +65%
NB
468
NBT Bank
New York
$1.85M +$155K +1,915 +9%
JWCA
469
J.W. Cole Advisors
Florida
$1.83M -$216K -2,671 -11%
AF
470
Apexium Financial
Texas
$1.83M -$197K -2,439 -10%
GVAG
471
Great Valley Advisor Group
Delaware
$1.82M -$307K -3,788 -14%
KBC
472
Key Bridge Compliance
$1.81M +$1.81M +22,408 New
NL
473
NVWM LLC
Pennsylvania
$1.81M +$13.8K +171 +0.8%
AIA
474
Arrow Investment Advisors
Maryland
$1.8M +$1.8M +22,233 New
KJHP
475
K.J. Harrison & Partners
Ontario, Canada
$1.78M