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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.32B
2
AssetMark Inc
2
AssetMark Inc
California
$578M
3
BlackRock
3
BlackRock
New York
$894M
4
Barclays
4
Barclays
United Kingdom
$193M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$117M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$236M
2
Ameriprise
2
Ameriprise
Minnesota
$471M
3
Bank of America
3
Bank of America
North Carolina
$1.29B
4
CWP
4
Capital Wealth Planning
Florida
$3.98M
5
RWM
5
Ritholtz Wealth Management
New York
$7.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPCM
26
Perella Weinberg Partners Capital Management
New York
$160M +$68M +827,465 +74%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$135M -$4.55M -55,320 -3%
HighTower Advisors
28
HighTower Advisors
Illinois
$131M -$7.89M -96,046 -6%
Members Trust
29
Members Trust
Florida
$122M +$11.8M +143,300 +11%
SI
30
Stephens Inc
Arkansas
$121M +$18.4M +223,660 +18%
National Bank of Canada
31
National Bank of Canada
Quebec, Canada
$117M +$110M +1,343,825 +1,719%
MMI
32
Matson Money Inc
Ohio
$110M +$317K +3,863 +0.3%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$106M -$4.61M -56,088 -4%
Goldman Sachs
34
Goldman Sachs
New York
$106M -$47.7M -581,029 -31%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$101M -$5.96M -72,556 -6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$98.5M -$4.95M -60,197 -5%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$95.2M +$5.32M +64,781 +6%
MML Investors Services
38
MML Investors Services
Massachusetts
$88.9M +$26M +315,871 +41%
Citigroup
39
Citigroup
New York
$83.5M +$19.5M +237,911 +31%
TPCW
40
TD Private Client Wealth
New York
$80.8M +$17.7M +215,792 +28%
GW
41
GW & Wade
Massachusetts
$77.5M +$21.2M +257,591 +38%
TPWA
42
TRUE Private Wealth Advisors
Oregon
$76.6M -$53.5M -650,756 -41%
JHCM
43
Juniper Hill Capital Management
California
$76.1M -$25.3M -307,375 -25%
ST
44
Smithfield Trust
Pennsylvania
$70.5M -$5.81M -70,713 -8%
EEP
45
Edgehill Endowment Partners
Connecticut
$70M -$10.9M -132,705 -13%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$68.9M +$68.9M +838,504 New
GAG
47
GM Advisory Group
New York
$62.8M -$3.24M -39,458 -5%
BFG
48
Bleakley Financial Group
New Jersey
$59.8M +$7.3M +88,885 +14%
SS
49
Simplicity Solutions
Minnesota
$59.8M +$59.8M +727,786 New
ECM
50
Evergreen Capital Management
Washington
$55.3M +$3.04M +36,954 +6%
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