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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
501
Chemistry Wealth Management
New York
$1.62M -$27.1K -335 -2%
CIBC World Market
502
CIBC World Market
Ontario, Canada
$1.61M -$50.9K -629 -3%
WIC
503
Whitegate Investment Counselors
New Hampshire
$1.6M -$855K -10,557 -35%
SWP
504
Strategic Wealth Partners
Ohio
$1.59M +$10.3K +127 +0.7%
Lazard Asset Management
505
Lazard Asset Management
New York
$1.59M -$552K
SYBT
506
Stock Yards Bank & Trust
Kentucky
$1.58M -$288K -3,559 -15%
HI
507
Hudock Inc
Pennsylvania
$1.58M -$85.8K -1,059 -5%
MLA
508
My Legacy Advisors
Oregon
$1.58M -$197K -2,443 -11%
WH
509
Whitcomb & Hess
Ohio
$1.56M +$1.03M +12,777 +199%
VCP
510
Verus Capital Partners
Arizona
$1.55M -$121K -1,500 -7%
HWM
511
HighMark Wealth Management
Minnesota
$1.53M -$24.4K -301 -2%
AWM
512
Apollon Wealth Management
South Carolina
$1.53M +$382K +4,723 +33%
PVI
513
Pine Valley Investments
New Jersey
$1.51M +$1.51M +18,657 New
SCP
514
Syntal Capital Partners
Texas
$1.5M -$356K -4,400 -19%
MWM
515
Modera Wealth Management
New Jersey
$1.48M -$148K -1,826 -9%
CWA
516
Consilio Wealth Advisors
Washington
$1.46M +$36.1K +448 +3%
ACP
517
Aveo Capital Partners
Colorado
$1.46M -$405K -5,002 -22%
FIM
518
FWL Investment Management
Texas
$1.45M +$1.54K +19 +0.1%
CPP
519
Capasso Planning Partners
South Carolina
$1.45M -$30.3K -374 -2%
Betterment LLC
520
Betterment LLC
New York
$1.43M +$156K +1,931 +12%
Vanguard Group
521
Vanguard Group
Pennsylvania
$1.43M +$1.43M +17,625 New
LWAM
522
Legacy Wealth Asset Management
Minnesota
$1.42M -$82.3K -1,016 -5%
BAM
523
Belpointe Asset Management
Nevada
$1.42M +$230K +2,839 +19%
CCFM
524
Clear Creek Financial Management
Washington
$1.41M -$15.9K -196 -1%
EW
525
Element Wealth
Mississippi
$1.41M +$103K +1,270 +8%