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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 %
BTWM
576
Baker Tilly Wealth Management
Wisconsin
$1.27M +$511K +6,224 +67%
TA
577
Tectonic Advisors
Texas
$1.27M -$6.92M -84,206 -85%
AIM
578
Alhambra Investment Management
Florida
$1.27M -$63.3K -770 -5%
JWCA
579
J.W. Coons Advisors
Ohio
$1.27M +$7.56K +92 +0.6%
SCM
580
Spreng Capital Management
Ohio
$1.26M -$98.6K -1,200 -7%
LFA
581
LifeGuide Financial Advisors
Pennsylvania
$1.26M -$59.2K -721 -4%
TWC
582
TD Waterhouse Canada
Ontario, Canada
$1.25M +$501K +6,099 +67%
ACM
583
Allred Capital Management
Texas
$1.24M +$155K +1,882 +14%
CIP
584
Chartwell Investment Partners
Pennsylvania
$1.24M +$380K +4,620 +44%
CCWA
585
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.24M -$1.15M -14,009 -48%
SWP
586
Strategic Wealth Partners
Ohio
$1.24M -$112K -1,362 -8%
EW
587
Element Wealth
Mississippi
$1.23M +$514K +6,255 +72%
MCM
588
Mattern Capital Management
Colorado
$1.22M -$5.34K -65 -0.4%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$1.22M +$11.8K +144 +1%
HW
590
Hamilton Wealth
California
$1.21M +$1.21M +14,706 New
CIA
591
Capital Investment Advisors
Georgia
$1.2M -$50.6K -616 -4%
W
592
Wealthquest
Ohio
$1.19M -$50.1K -610 -4%
FWP
593
Falcon Wealth Planning
California
$1.19M -$226K -2,754 -16%
B
594
Bellecapital
Switzerland
$1.19M
CAGAS
595
Capital Advisory Group Advisory Services
Minnesota
$1.17M +$155K +1,886 +15%
BL
596
BFSG LLC
California
$1.16M -$14.8K -180 -1%
HI
597
Harbour Investments
Wisconsin
$1.16M +$322K +3,924 +38%
SB
598
Strategic Blueprint
Georgia
$1.16M +$315K +3,830 +37%
WCP
599
Wick Capital Partners
Pennsylvania
$1.15M -$1.98M -24,081 -63%
ISL
600
Ingalls & Snyder LLC
New York
$1.15M +$11.1K +135 +1%