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iShares 1-3 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
476
Strategy Asset Managers
California
$1.81M -$738K -9,104 -29%
VWA
477
Visionary Wealth Advisors
Illinois
$1.81M -$8.83M -108,877 -83%
SIC
478
Samalin Investment Counsel
New York
$1.81M +$241K +2,967 +15%
NL
479
NVWM LLC
Pennsylvania
$1.8M -$123K -1,518 -6%
BFC
480
Blue Fin Capital
Rhode Island
$1.79M +$159K +1,960 +10%
MLA
481
My Legacy Advisors
Oregon
$1.79M -$53K -651 -3%
KJHP
482
K.J. Harrison & Partners
Ontario, Canada
$1.78M
PCA
483
Prosperity Capital Advisors
Ohio
$1.76M +$169K +2,087 +11%
CAGAS
484
Capital Advisory Group Advisory Services
Minnesota
$1.76M +$606K +7,479 +52%
PAG
485
Private Advisory Group
Washington
$1.76M +$105K +1,299 +6%
IWN
486
Independent Wealth Network
Iowa
$1.74M -$1.1M -13,612 -39%
HBWM
487
Hollow Brook Wealth Management
New York
$1.74M -$11.4K -140 -0.6%
FANJ
488
Financial Architects (New Jersey)
New Jersey
$1.74M -$51.1K -630 -3%
PFA
489
Pettinga Financial Advisors
Indiana
$1.72M +$62.3K +768 +4%
EGA
490
E&G Advisors
Texas
$1.72M -$405K -5,000 -19%
WIC
491
Woodmont Investment Counsel
Tennessee
$1.71M +$766K +9,450 +81%
NB
492
NBT Bank
New York
$1.69M +$48.6K +600 +3%
SF
493
Summit Financial
New Jersey
$1.68M +$647K +7,976 +62%
BA
494
Ballast Advisors
Minnesota
$1.67M -$98.2K -1,211 -6%
VCP
495
Verus Capital Partners
Arizona
$1.67M -$47.8K -590 -3%
HI
496
Hudock Inc
Pennsylvania
$1.67M -$19.7K -243 -1%
CIBC World Market
497
CIBC World Market
Ontario, Canada
$1.66M -$476K -5,864 -22%
KF
498
Krilogy Financial
Missouri
$1.66M -$2M -24,645 -55%
EDRH
499
Edmond de Rothschild Holding
Switzerland
$1.66M -$32K -395 -2%
VAS
500
Vestmark Advisory Solutions
Massachusetts
$1.66M -$617K -7,613 -27%