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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 %
PFA
526
Pettinga Financial Advisors
Indiana
$1.68M +$1.68M +20,491 New
PAG
527
Private Advisory Group
Washington
$1.67M +$62.4K +760 +4%
NB
528
NBT Bank
New York
$1.67M -$24.6K -300 -1%
HW
529
Hancock Whitney
Mississippi
$1.66M -$321K -3,904 -16%
MA
530
Montag & Associates
Georgia
$1.66M +$1.49M +18,142 +887%
BFC
531
Blue Fin Capital
Rhode Island
$1.66M +$613K +7,434 +59%
AWA
532
Acorn Wealth Advisors
Michigan
$1.65M +$1.65M +20,131 New
DWM
533
Drive Wealth Management
Utah
$1.65M +$1.65M +20,117 New
PPP
534
Private Portfolio Partners
New Jersey
$1.65M +$1.11M +13,504 +205%
RF
535
Rollins Financial
Georgia
$1.64M +$276K +3,355 +20%
BWM
536
BerganKDV Wealth Management
Minnesota
$1.62M -$15.5M -188,469 -91%
PCA
537
Prosperity Capital Advisors
Ohio
$1.62M +$1.62M +19,678 New
AWM
538
Avaii Wealth Management
Wisconsin
$1.61M +$437K +5,318 +37%
VFA
539
Values First Advisors
Tennessee
$1.59M +$739 +9 +0%
SIC
540
Samalin Investment Counsel
New York
$1.59M +$220K +2,682 +16%
HWM
541
HighMark Wealth Management
Minnesota
$1.58M -$16K -195 -1%
IAG
542
Investment Advisory Group
Massachusetts
$1.55M +$99.7K +1,213 +7%
CF
543
Clarity Financial
Texas
$1.52M +$1.03M +12,516 +209%
AFG
544
Atomi Financial Group
New York
$1.51M +$1.51M +18,406 New
FW
545
FirstPurpose Wealth
Utah
$1.51M +$1.51M +18,346 New
WWM
546
Western Wealth Management
Colorado
$1.5M +$255K +3,106 +20%
BWL
547
Beacon Wealthcare LLC
North Carolina
$1.5M -$464K -5,644 -24%
SWM
548
Sugarloaf Wealth Management
Georgia
$1.49M -$119K -1,454 -7%
LWAM
549
Legacy Wealth Asset Management
Minnesota
$1.48M -$59.7K -727 -4%
TW
550
TrinityPoint Wealth
Connecticut
$1.48M