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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 %
NFP
601
Narus Financial Partners
Utah
$1M
BHPW
602
Beverly Hills Private Wealth
California
$1M +$723K +8,920 +260%
FFA
603
Founders Financial Alliance
North Carolina
$1M +$15.3K +189 +2%
AA
604
Alesco Advisors
New York
$998K +$133K +1,635 +15%
AIP
605
Almanack Investment Partners
Pennsylvania
$994K -$107K -1,322 -10%
SWA
606
Stratos Wealth Advisors
Ohio
$992K -$100K -1,239 -9%
MWM
607
Mattern Wealth Management
Kansas
$981K -$20K -247 -2%
FNT
608
First National Trust
Pennsylvania
$971K +$1.62K +20 +0.2%
WWM
609
WT Wealth Management
Arizona
$968K -$2.52M -31,107 -72%
GPA
610
Guidance Point Advisors
Massachusetts
$963K -$1.08M -13,311 -53%
OP
611
ORG Partners
Indiana
$960K +$960K +11,863 New
CAG
612
Csenge Advisory Group
Florida
$960K -$3.01M -37,082 -76%
BA
613
Bluesphere Advisors
Pennsylvania
$956K
Luther King Capital Management (LKCM)
614
Luther King Capital Management (LKCM)
Texas
$956K -$1.08M
BWCS
615
Beirne Wealth Consulting Services
Connecticut
$954K -$1.01M -12,500 -52%
GCA
616
Guardian Capital Advisors
Ontario, Canada
$953K -$49.5K -610 -5%
BIA
617
Barry Investment Advisors
Massachusetts
$951K -$100K -1,234 -10%
EAM
618
Empirical Asset Management
Massachusetts
$950K +$4.7K +58 +0.5%
CWM
619
ClientFirst Wealth Management
Arkansas
$945K +$633K +7,794 +202%
AC
620
Annandale Capital
Texas
$939K +$23.4K +288 +3%
SCA
621
STALEY CAPITAL ADVISERS
Pennsylvania
$934K -$89.2K -1,100 -9%
CPRC
622
Consolidated Portfolio Review Corp
New York
$934K -$9K -111 -1%
LFAS
623
Level Four Advisory Services
Texas
$930K +$192K +2,374 +26%
HW
624
Hancock Whitney
Mississippi
$924K -$717K -8,848 -44%
RT
625
Rockland Trust
Massachusetts
$923K -$143K -1,763 -13%