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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 %
VFA
501
Values First Advisors
Tennessee
$1.65M +$78.6K +970 +5%
CWM
502
Chemistry Wealth Management
New York
$1.65M -$99.7K -1,230 -6%
IAG
503
Investment Advisory Group
Massachusetts
$1.63M +$104K +1,280 +7%
WFA
504
Wellspring Financial Advisors
Ohio
$1.63M +$1.23M +15,169 +306%
MWM
505
Modera Wealth Management
New Jersey
$1.63M -$63.5K -783 -4%
LFA
506
LifeGuide Financial Advisors
Pennsylvania
$1.61M +$363K +4,476 +29%
AWA
507
Acorn Wealth Advisors
Michigan
$1.6M -$33.6K -415 -2%
PPP
508
Private Portfolio Partners
New Jersey
$1.59M -$36K -444 -2%
SMF
509
Sterling Manor Financial
New York
$1.59M -$1.74M -21,484 -52%
Vontobel Holding
510
Vontobel Holding
Switzerland
$1.59M +$926K +11,420 +139%
SWP
511
Strategic Wealth Partners
Ohio
$1.58M +$363K +4,479 +30%
BWL
512
Beacon Wealthcare LLC
North Carolina
$1.57M +$92.4K +1,139 +6%
HWM
513
HighMark Wealth Management
Minnesota
$1.56M -$1.22K -15 -0.1%
CSPIA
514
Cary Street Partners Investment Advisory
Virginia
$1.55M +$252K +3,102 +19%
WC
515
Whitney & Co
New York
$1.55M -$223K -2,747 -13%
Koshinski Asset Management
516
Koshinski Asset Management
Illinois
$1.54M -$1.12M -13,844 -42%
TF
517
Tompkins Financial
New York
$1.51M +$132K +1,623 +10%
LWAM
518
Legacy Wealth Asset Management
Minnesota
$1.51M +$45.8K +565 +3%
HWM
519
Horizons Wealth Management
North Carolina
$1.51M -$239K -2,947 -14%
BWM
520
BerganKDV Wealth Management
Minnesota
$1.49M -$107K -1,315 -7%
DA
521
Detalus Advisors
Missouri
$1.49M +$148K +1,820 +11%
CPP
522
Capasso Planning Partners
South Carolina
$1.48M +$909K +11,211 +160%
MA
523
Montag & Associates
Georgia
$1.48M -$160K -1,975 -10%
SWM
524
Sugarloaf Wealth Management
Georgia
$1.47M +$405 +5 +0%
Simplex Trading
525
Simplex Trading
Illinois
$1.47M -$1M -12,344 -40%