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iShares 1-3 Year Treasury Bond ETF

886 hedge funds and large institutions have $12.7B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 329 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
-15
Holders Change %
-1.66%
% of All Funds
15.6%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
87
Increased
323
Reduced
329
Closed
95
Calls
$14.2M
Puts
$158M
Net Calls
-$143M
Net Calls Change
-$4.89M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
676
Sovereign Financial Group
Connecticut
$303K +$39.4K +457 +15%
TW
677
Transform Wealth
Colorado
$302K +$7.07K +82 +2%
CTC
678
Central Trust Company
Missouri
$299K -$2.15K -25 -0.7%
BDWCC
679
B&D White Capital Company
Texas
$295K
EWM
680
Evercore Wealth Management
New York
$294K -$209K -2,425 -42%
LCM
681
LCM Capital Management
Illinois
$294K +$294K +3,405 New
KA
682
Kovack Advisors
Florida
$293K -$31.7K -368 -10%
AC
683
Avestar Capital
New York
$293K +$34.5K +400 +13%
DC
684
Derby & Company
Massachusetts
$292K
CMBA
685
C.M. Bidwell & Associates
Hawaii
$291K -$60.9K -706 -17%
SGAM
686
Stephens Group Asset Management
Arkansas
$291K
CIC
687
Carnegie Investment Counsel
Ohio
$290K
JPLA
688
Joseph P. Lucia & Associates
New York
$290K +$277K +3,210 +2,058%
TA
689
TrueWealth Advisors
Alabama
$288K -$255K -2,960 -47%
HPM
690
Hudson Portfolio Management
New York
$288K +$288K +3,340 New
RW
691
Rede Wealth
Virginia
$287K +$287K +3,332 New
CWP
692
Capital Wealth Planning
Florida
$284K -$74.8K -868 -21%
TCM
693
Tradewinds Capital Management
Washington
$283K
AWM
694
AllSquare Wealth Management
New York
$280K
BC
695
Burleson & Co
California
$279K -$1.98M -22,968 -88%
EB
696
Eastern Bank
Massachusetts
$277K -$162K -1,883 -37%
PCIA
697
Prime Capital Investment Advisors
Kansas
$276K -$4.21M -48,820 -94%
EWA
698
Exencial Wealth Advisors
Oklahoma
$274K +$274K +3,174 New
FHC
699
First Heartland Consultants
Missouri
$272K +$69.1K +801 +34%
CAAS
700
Capital Asset Advisory Services
Michigan
$270K +$64.2K +743 +31%