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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 %
GSEP
576
Golden State Equity Partners
California
$1.13M -$576K -7,106 -34%
OCM
577
One Capital Management
California
$1.13M +$266K +3,282 +31%
Lido Advisors
578
Lido Advisors
California
$1.12M -$7.34M -90,558 -87%
NCM
579
Northwest Capital Management
Oregon
$1.1M +$90.9K +1,121 +9%
RWA
580
Rooted Wealth Advisors
Illinois
$1.1M +$144K +1,779 +15%
T
581
TRUADVICE
Florida
$1.09M +$200K +2,468 +23%
TC
582
Trilogy Capital
California
$1.08M -$2.07M -25,474 -66%
DC
583
Davenport & Co
Virginia
$1.07M -$4.7K -58 -0.4%
BWM
584
Bulltick Wealth Management
Florida
$1.06M +$289K +3,568 +37%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$1.05M +$708K +8,730 +204%
IIA
586
IPG Investment Advisors
California
$1.05M -$48.8K -602 -4%
WPC
587
White Pine Capital
Minnesota
$1.05M +$282K +3,480 +37%
FWP
588
Falcon Wealth Planning
California
$1.04M -$134K -1,653 -11%
UAS
589
United Asset Strategies
New York
$1.03M +$85.5K +1,055 +9%
EAM
590
Eagle Asset Management
Florida
$1.03M +$43.6K +538 +4%
CIC
591
Carnegie Investment Counsel
Ohio
$1.03M -$78.2K -965 -7%
GPA
592
Guerra Pan Advisors
New Jersey
$1.03M +$56.3K +694 +6%
GFA
593
Gallagher Fiduciary Advisors
Illinois
$1.02M +$3.16K +39 +0.3%
PG
594
Patten Group
Tennessee
$1.02M +$140K +1,726 +16%
ISL
595
Ingalls & Snyder LLC
New York
$1.02M -$116K -1,430 -10%
BMCM
596
Bryn Mawr Capital Management
Pennsylvania
$1.02M +$15.4K +190 +2%
RFC
597
Regions Financial Corp
Alabama
$1.02M -$408K -5,036 -29%
TA
598
Tectonic Advisors
Texas
$1.02M -$236K -2,910 -19%
RVM
599
Robinson Value Management
Texas
$1.01M -$61.7K -761 -6%
FPCP
600
Fort Point Capital Partners
California
$1M