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iShares 1-3 Year Treasury Bond ETF

1,038 hedge funds and large institutions have $21B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 403 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+46
Holders Change %
+4.64%
% of All Funds
17.95%
Holding in Top 10
150
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.94%
% of All Funds
2.59%
New
140
Increased
403
Reduced
383
Closed
84
Calls
$34.2M
Puts
$18.8M
Net Calls
+$15.4M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
676
WC Walker & Associates
California
$655K +$254K +3,133 +63%
LWM
677
Laidlaw Wealth Management
New York
$654K +$654K +8,059 New
RB
678
Renasant Bank
Mississippi
$653K -$21.9K -269 -3%
PFG
679
PAX Financial Group
Texas
$651K +$297K +3,658 +84%
WT
680
Whittier Trust
California
$650K
TCWM
681
Total Clarity Wealth Management
Illinois
$648K -$147K -1,804 -18%
TW
682
Transform Wealth
Colorado
$645K -$20.8K -256 -3%
BSWA
683
Bromfield Sneider Wealth Advisors
Massachusetts
$641K +$731 +9 +0.1%
Brown Advisory
684
Brown Advisory
Maryland
$631K +$631K +7,767 New
Franklin Resources
685
Franklin Resources
California
$624K -$6.01K -74 -1%
DTIM
686
Danda Trouve Investment Management
Kansas
$623K -$11.5K -142 -2%
CFAM
687
Coury Firm Asset Management
Pennsylvania
$618K -$14.4K -177 -2%
VFA
688
Voya Financial Advisors
Connecticut
$617K +$285K +3,509 +86%
WMA
689
West Michigan Advisors
Michigan
$616K +$237K +2,917 +63%
TJHA
690
Thomas J. Herzfeld Advisors
Florida
$608K
SFG
691
Sunburst Financial Group
Alabama
$604K -$25K -308 -4%
AWM
692
Aries Wealth Management
Maine
$594K
PTC
693
Private Trust Company
Ohio
$590K +$279K +3,435 +90%
BFA
694
Beaumont Financial Advisors
Massachusetts
$585K -$215K -2,651 -27%
LMKC
695
L.M. Kohn & Company
Ohio
$578K -$597K -7,354 -51%
S
696
SimplyRich
California
$576K -$3.81K -47 -0.7%
IWA
697
Icon Wealth Advisors
Texas
$575K +$575K +7,076 New
BF
698
BOK Financial
Oklahoma
$574K -$79.6K -981 -12%
AWE
699
Avidian Wealth Enterprises
Texas
$572K -$208K -2,565 -27%
CFS
700
CRA Financial Services
New Jersey
$569K -$332K -4,085 -37%