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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BHB
651
Bank Hapoalim BM
Israel
$739K -$718K
FPW
652
Flagship Private Wealth
Massachusetts
$735K -$169K -2,088 -19%
WSFS
653
Wilmington Savings Fund Society
Delaware
$734K +$133K +1,646 +22%
MCM
654
Mattern Capital Management
Colorado
$712K -$89.5K -1,105 -11%
SFP
655
Shepherd Financial Partners
Massachusetts
$706K -$24.9K -307 -3%
OA
656
Oxbow Advisors
Texas
$700K +$47.8K +590 +7%
LSPW
657
Lake Street Private Wealth
Illinois
$697K +$166K +2,055 +31%
AWA
658
Arkadios Wealth Advisors
Georgia
$689K +$276K +3,410 +67%
AAMA
659
Advanced Asset Management Advisors
Ohio
$688K -$9.39K -116 -1%
BL
660
BFSG LLC
California
$681K -$25.1K -310 -4%
APWA
661
Atlas Private Wealth Advisors
New Jersey
$678K -$2.79M -34,494 -80%
RB
662
Renasant Bank
Mississippi
$675K +$30K +370 +5%
AWM
663
Aries Wealth Management
Maine
$673K -$20.2K -250 -3%
OIA
664
Optimum Investment Advisors
Illinois
$664K +$24.4K +301 +4%
WG
665
Watchman Group
Texas
$664K +$664K +8,200 New
IDA
666
Intelligence Driven Advisers
California
$646K -$3.23M -39,974 -83%
BSWA
667
Bromfield Sneider Wealth Advisors
Massachusetts
$645K +$1.7K +21 +0.3%
CP
668
Castleview Partners
Texas
$641K +$247K +3,045 +62%
Neuberger Berman Group
669
Neuberger Berman Group
New York
$639K -$6.31K -78 -1%
KA
670
Kovack Advisors
Florida
$638K -$6.15K -76 -1%
BFA
671
Benedict Financial Advisors
Georgia
$636K -$131K -1,614 -17%
CB
672
Cadence Bank
Mississippi
$635K +$122K +1,512 +24%
JFGIW
673
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$632K -$159K -1,959 -20%
SC
674
Sinecera Capital
Texas
$631K -$6.4K -79 -1%
SC
675
Stolper & Co
Oklahoma
$629K +$629K +7,771 New