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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 %
LWM
601
Lyell Wealth Management
California
$1.14M +$879K +10,700 +342%
CIC
602
Carnegie Investment Counsel
Ohio
$1.12M -$770K -9,370 -41%
IIA
603
IPG Investment Advisors
California
$1.12M -$8.52M -103,707 -88%
AIP
604
Almanack Investment Partners
Pennsylvania
$1.12M -$2.36M -28,732 -68%
SWA
605
Stratos Wealth Advisors
Ohio
$1.11M -$3.17M -38,566 -74%
CM
606
Columbus Macro
Pennsylvania
$1.1M +$3.2K +39 +0.3%
UAS
607
United Asset Strategies
New York
$1.09M -$130K -1,389 -11%
RVM
608
Robinson Value Management
Texas
$1.09M -$228K -2,780 -17%
CWM
609
CMH Wealth Management
New Hampshire
$1.09M -$16.9K -206 -2%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$1.09M +$670K +8,150 +160%
DC
611
Davenport & Co
Virginia
$1.08M -$657K -7,999 -38%
RT
612
Rockland Trust
Massachusetts
$1.08M +$185K +2,249 +21%
FHA
613
First Horizon Advisors
Tennessee
$1.08M -$4.37M -53,173 -80%
Luther King Capital Management (LKCM)
614
Luther King Capital Management (LKCM)
Texas
$1.08M -$891K
BIA
615
Barry Investment Advisors
Massachusetts
$1.06M -$292K -3,558 -22%
NAS
616
Nicolet Advisory Services
Wisconsin
$1.06M +$431K +5,231 +68%
FPCG
617
Forum Private Client Group
Indiana
$1.06M -$25.1K -305 -2%
HGERS
618
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$1.05M +12,800 New
SF
619
Summit Financial
New Jersey
$1.05M +$1.05M +12,792 New
ACM
620
Alamar Capital Management
California
$1.04M +$87.9K +1,070 +9%
VWA
621
V Wealth Advisors
Kansas
$1.04M +$56.2K +684 +6%
SCA
622
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M -$30.8K -375 -3%
GFA
623
Gallagher Fiduciary Advisors
Illinois
$1.03M +$1.03M +12,583 New
NCM
624
Northwest Capital Management
Oregon
$1.02M +$1.02M +12,452 New
FPCP
625
Fort Point Capital Partners
California
$1.02M +$761K +9,263 +298%