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iShares 1-3 Year Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
3LCM
501
3D/L Capital Management
Connecticut
$1.92M +$1.92M +23,394 New
MSFS
502
Main Street Financial Solutions
Pennsylvania
$1.9M -$4.16M -50,692 -69%
Manulife (Manufacturers Life Insurance)
503
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M -$30.7M -373,675 -94%
SSWM
504
Smith Salley Wealth Management
North Carolina
$1.86M +$152K +1,850 +9%
MLA
505
My Legacy Advisors
Oregon
$1.86M +$260K +3,165 +16%
CCFM
506
Clear Creek Financial Management
Washington
$1.85M +$251K +3,052 +16%
LPT
507
Legacy Private Trust
Wisconsin
$1.84M -$519K -6,320 -22%
FANJ
508
Financial Architects (New Jersey)
New Jersey
$1.81M +$183K +2,228 +11%
KJHP
509
K.J. Harrison & Partners
Ontario, Canada
$1.81M
WC
510
Whitney & Co
New York
$1.8M -$535K -6,517 -23%
BA
511
Ballast Advisors
Minnesota
$1.79M -$203K -2,467 -10%
FIM
512
FWL Investment Management
Texas
$1.78M +$474K +5,774 +36%
HBWM
513
Hollow Brook Wealth Management
New York
$1.77M +$1.77M +21,565 New
CWM
514
Chemistry Wealth Management
New York
$1.77M +$174K +2,121 +11%
HWM
515
Horizons Wealth Management
North Carolina
$1.77M -$149K -1,817 -8%
ACM
516
Ascendant Capital Management
California
$1.77M +$1.77M +21,500 New
EAMA
517
EFG Asset Management (Americas)
Florida
$1.77M -$177K -2,157 -9%
VCP
518
Verus Capital Partners
Arizona
$1.74M -$40.7K -495 -2%
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$1.73M -$86.3K -935 -5%
GSEP
520
Golden State Equity Partners
California
$1.73M +$1.73M +21,046 New
MWM
521
Modera Wealth Management
New Jersey
$1.72M -$89.3K -1,087 -5%
EDRH
522
Edmond de Rothschild Holding
Switzerland
$1.71M -$739K -8,997 -30%
HI
523
Hudock Inc
Pennsylvania
$1.71M +$110K +1,338 +7%
PAS
524
Park Avenue Securities
New York
$1.71M -$9.99M -121,585 -85%
APWA
525
Atlas Private Wealth Advisors
New Jersey
$1.68M -$26.2K -319 -2%