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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.63B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$400M
4
UBS Group
4
UBS Group
Switzerland
$656M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$432M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$201M
2
RWM
2
Ritholtz Wealth Management
New York
$111M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$319M
5
B
5
Bailard
California
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$151M 1,865,254 +283,714 +18%
CWP
27
Capital Wealth Planning
Florida
$138M 1,700,327 -600,347 -26%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$137M 1,692,838 +446,585 +36%
HighTower Advisors
29
HighTower Advisors
Illinois
$137M 1,687,497 -238,654 -12%
TPWA
30
TRUE Private Wealth Advisors
Oregon
$129M 1,583,521 -335,692 -17%
FIA
31
Foundations Investment Advisors
Arizona
$112M 1,376,525 +1,350,344 +5,158%
RWM
32
Ritholtz Wealth Management
New York
$111M 1,373,247 -3,190,714 -70%
Members Trust
33
Members Trust
Florida
$109M 1,344,520 -317,014 -19%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$109M 1,344,459 +833,184 +163%
MMI
35
Matson Money Inc
Ohio
$109M 1,340,916 -24,675 -2%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$106M 1,301,129 -152,318 -10%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$102M 1,259,458 +19,606 +2%
SI
38
Stephens Inc
Arkansas
$101M 1,247,645 +110,863 +10%
JHCM
39
Juniper Hill Capital Management
California
$100M 1,234,060 -215,020 -15%
PWPCM
40
Perella Weinberg Partners Capital Management
New York
$91.3M 1,124,896 -122,711 -10%
BCM
41
Brookstone Capital Management
Illinois
$90.2M 1,106,574 -150,581 -12%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$88.8M 1,093,692 -326,546 -23%
EEP
43
Edgehill Endowment Partners
Connecticut
$79.9M 984,874 +7,186 +0.7%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$77.7M 957,755 +252,282 +36%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$76.6M 943,349 +188,736 +25%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$76.4M 941,579 +184,408 +24%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$75.8M 933,698 +925,494 +11,281%
ST
48
Smithfield Trust
Pennsylvania
$75.4M 929,082 +588,200 +173%
GAG
49
GM Advisory Group
New York
$65.2M 803,771 +5,204 +0.7%
Citigroup
50
Citigroup
New York
$63.2M 778,975 +109,899 +16%
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