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iShares 1-3 Year Treasury Bond ETF

912 hedge funds and large institutions have $15B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 289 increasing their positions, 320 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+80
Holders Change %
+9.62%
% of All Funds
14.08%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.14%
New
172
Increased
289
Reduced
320
Closed
76
Calls
$47.1M
Puts
$131M
Net Calls
-$83.4M
Net Calls Change
+$49M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
501
Column Capital Advisors
Indiana
$894K -$749K -8,750 -46%
XSC
502
X-Square Capital
Puerto Rico
$878K +$175K +2,050 +25%
RSWM
503
Robertson Stephens Wealth Management
California
$877K
CAGAS
504
Capital Advisory Group Advisory Services
Minnesota
$873K -$3.42K -40 -0.4%
FT
505
Fiduciary Trust
Massachusetts
$871K +$369K +4,315 +74%
TW
506
Transform Wealth
Colorado
$866K +$4.62K +54 +0.5%
SAM
507
SignalPoint Asset Management
Missouri
$858K -$219K -2,557 -20%
JCM
508
Jacobi Capital Management
Pennsylvania
$855K +$24.8K +290 +3%
NSCM
509
New South Capital Management
Tennessee
$850K
DWM
510
Defined Wealth Management
Oregon
$849K +$343K +4,014 +68%
LFAS
511
Level Four Advisory Services
Texas
$847K -$11.9K -139 -1%
CAMG
512
CWA Asset Management Group
Florida
$830K +$12.8K +150 +2%
TF
513
Tompkins Financial
New York
$826K +$14.2K +166 +2%
Neuberger Berman Group
514
Neuberger Berman Group
New York
$820K -$14.9K -174 -2%
AR
515
Apeiron RIA
Texas
$820K +$820K +9,586 New
RA
516
RFG Advisory
Alabama
$817K +$94.7K +1,107 +13%
IA
517
IFP Advisors
Florida
$816K -$886K -10,365 -52%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$815K +$815K +9,525 New
TPWA
519
TRUE Private Wealth Advisors
Oregon
$805K -$103K -1,200 -11%
SC
520
Sinecera Capital
Texas
$804K +$804K +9,366 New
MCC
521
Money Concepts Capital
Florida
$802K +$802K +9,376 New
NFG
522
Nations Financial Group
Iowa
$792K -$12.8K -150 -2%
Vontobel Holding
523
Vontobel Holding
Switzerland
$791K +$655K +7,664 +483%
PCA
524
Peddock Capital Advisors
Massachusetts
$790K +$71.6K +837 +10%
CWA
525
Capital Wealth Alliance
Arizona
$788K -$247K -2,892 -24%