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iShares 1-3 Year Treasury Bond ETF

992 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 360 increasing their positions, 344 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+71
Holders Change %
+7.71%
% of All Funds
16.77%
Holding in Top 10
134
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+52.27%
% of All Funds
2.27%
New
166
Increased
360
Reduced
344
Closed
86
Calls
$15M
Puts
$17.4M
Net Calls
-$2.38M
Net Calls Change
+$37.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
651
Aries Wealth Management
Maine
$607K +$607K +7,328 New
SWA
652
Sax Wealth Advisors
New Jersey
$601K +$64.9K +783 +12%
LFAS
653
Level Four Advisory Services
Texas
$599K -$212K -2,563 -26%
MCWS
654
McKinley Carter Wealth Services
West Virginia
$592K +$592K +7,146 New
S
655
SimplyRich
California
$591K -$8.93K -108 -1%
ATC
656
Argent Trust Co
Tennessee
$574K +$142K +1,712 +33%
GIA
657
Gladstone Institutional Advisory
Florida
$572K +$15.2K +184 +3%
PWM
658
Perigon Wealth Management
California
$566K -$644K -7,780 -53%
CC
659
Cadinha & Co
Hawaii
$565K -$652K -7,882 -54%
HWM
660
Hemington Wealth Management
Virginia
$565K -$93.7K -1,132 -14%
BEC
661
Blue Edge Capital
Virginia
$565K +$565K +6,819 New
OIA
662
OneDigital Investment Advisors
Kansas
$560K +$131K +1,578 +30%
AF
663
Apexium Financial
Texas
$558K -$10.6K -128 -2%
WA
664
WBH Advisory
Maryland
$552K -$459K -5,554 -45%
BB
665
Berkshire Bank
Massachusetts
$550K -$643K -7,778 -54%
FFBTD
666
First Financial Bank - Trust Division
Ohio
$547K +$579 +7 +0.1%
SCA
667
Sage Capital Advisors
South Dakota
$547K +$547K +6,610 New
PWMG
668
Provence Wealth Management Group
California
$544K
OIA
669
Optimum Investment Advisors
Illinois
$538K +$79.4K +959 +17%
LTI
670
Laffer Tengler Investments
Tennessee
$532K +$532K +6,425 New
ACA
671
Affinity Capital Advisors
California
$529K +$125K +1,509 +31%
CP
672
Coho Partners
Pennsylvania
$528K
OWP
673
Obermeyer Wealth Partners
Colorado
$527K
PA
674
Parallel Advisors
California
$524K +$278K +3,360 +113%
HFS
675
Howard Financial Services
Texas
$523K -$83 -1 -0%