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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 %
CCM
651
Crabel Capital Management
California
$937K -$1.61M -19,606 -63%
SFA
652
Sequoia Financial Advisors
Ohio
$931K +$241K +2,936 +35%
SFP
653
Shepherd Financial Partners
Massachusetts
$930K -$9.79M -119,123 -91%
AC
654
Annandale Capital
Texas
$928K -$111K -1,354 -11%
EBT
655
Enterprise Bank & Trust
Massachusetts
$928K
Bessemer Group
656
Bessemer Group
New Jersey
$925K -$139K -1,687 -13%
DC
657
DeDora Capital
California
$922K -$14.1K -172 -2%
1WA
658
180 Wealth Advisors
Washington
$922K -$35.6K -433 -4%
WP
659
WealthShield Partners
North Carolina
$906K +$218K +2,650 +32%
Financial Engines Advisors
660
Financial Engines Advisors
California
$899K -$11.7M -142,176 -93%
T
661
TRUADVICE
Florida
$898K +$898K +10,926 New
PI
662
PFG Investments
New York
$898K +$898K +10,927 New
PG
663
Patten Group
Tennessee
$893K +$250K +3,048 +39%
MSAM
664
Moloney Securities Asset Management
Missouri
$889K +$889K +10,820 New
FHB
665
First Hawaiian Bank
Hawaii
$885K -$10K -122 -1%
FWIA
666
Fort Washington Investment Advisors
Ohio
$884K +$102K +1,239 +13%
LCWP
667
Legacy Capital Wealth Partners
Arkansas
$882K +$882K +10,731 New
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$878K -$293K -3,569 -25%
AA
669
Alesco Advisors
New York
$877K -$150K -1,820 -15%
OCM
670
One Capital Management
California
$870K -$8.93M -108,743 -91%
SQA
671
Simon Quick Advisors
New Jersey
$870K +$870K +10,583 New
LWANC
672
Laurel Wealth Advisors (North Carolina)
North Carolina
$868K +$304K +3,703 +54%
IFA
673
Interactive Financial Advisors
Illinois
$859K -$3.29K -40 -0.4%
AWM
674
Apollon Wealth Management
South Carolina
$858K -$150K -1,820 -15%
DWM
675
Darwin Wealth Management
Florida
$853K +$34.1K +416 +4%