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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 %
BC
651
Barrett & Company
Rhode Island
$782K
NAS
652
Nicolet Advisory Services
Wisconsin
$782K -$258K -3,194 -25%
BFA
653
Benedict Financial Advisors
Georgia
$768K +$19.1K +236 +3%
NSCM
654
New South Capital Management
Tennessee
$763K
CD
655
Chapin Davis
Maryland
$762K +$4.7K +58 +0.6%
PTC
656
Private Trust Company
Ohio
$752K -$34.9K -430 -4%
CIAS
657
CFS Investment Advisory Services
New Jersey
$750K +$750K +9,253 New
HFS
658
Howard Financial Services
Texas
$744K +$237K +2,926 +47%
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$741K -$513K -6,324 -41%
WP
660
WealthSource Partners
California
$734K +$178K +2,200 +32%
MSFS
661
Main Street Financial Solutions
Pennsylvania
$733K -$1.15M -14,142 -61%
SFP
662
Shepherd Financial Partners
Massachusetts
$732K -$186K -2,292 -20%
AF
663
Advisornet Financial
Minnesota
$731K +$116K +1,429 +19%
DPI
664
Diversified Portfolios Inc
Michigan
$731K +$811 +10 +0.1%
B
665
Barings
North Carolina
$725K -$15.7M -193,177 -96%
BFAG
666
Blackston Financial Advisory Group
Florida
$721K +$13.8K +170 +2%
IWP
667
Icon Wealth Partners
Texas
$719K +$432K +5,328 +150%
BHB
668
Bank Hapoalim BM
Israel
$718K -$750K
DCM
669
DGS Capital Management
New Jersey
$710K +$710K +8,752 New
BL
670
BFSG LLC
California
$707K -$442K -5,454 -38%
PWMG
671
Provence Wealth Management Group
California
$705K +$165K +2,034 +31%
AAMA
672
Advanced Asset Management Advisors
Ohio
$699K +$14.1K +174 +2%
PI
673
PFG Investments
New York
$698K -$188K -2,318 -21%
AWM
674
Aries Wealth Management
Maine
$695K +$68.9K +850 +11%
JGIA
675
Jackson Grant Investment Advisers
Connecticut
$685K +$2.59K +32 +0.4%