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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 %
FHA
676
First Horizon Advisors
Tennessee
$682K -$383K -4,724 -36%
KSWA
677
Kathleen S. Wright Associates
Pennsylvania
$673K +$405 +5 +0.1%
MPWT
678
MassMutual Private Wealth & Trust
Connecticut
$669K -$404K -4,981 -38%
MA
679
MONECO Advisors
Connecticut
$661K -$52.9K -652 -7%
OAM
680
Occidental Asset Management
California
$659K +$659K +8,131 New
OA
681
Oxbow Advisors
Texas
$653K -$1.74M -21,515 -73%
VC
682
Veracity Capital
Georgia
$649K +$649K +8,001 New
Neuberger Berman Group
683
Neuberger Berman Group
New York
$647K +$58.9K +728 +10%
RB
684
Renasant Bank
Mississippi
$646K -$5.6K -69 -0.9%
KA
685
Kovack Advisors
Florida
$645K -$3.73K -46 -0.6%
BSWA
686
Bromfield Sneider Wealth Advisors
Massachusetts
$644K +$1.46K +18 +0.2%
WMA
687
West Michigan Advisors
Michigan
$643K -$72K -888 -10%
OIA
688
Optimum Investment Advisors
Illinois
$640K +$3.32K +41 +0.5%
SC
689
Sinecera Capital
Texas
$638K -$6.16K -76 -1%
JCM
690
Jacobi Capital Management
Pennsylvania
$629K -$24.8K -306 -4%
ACM
691
Antonetti Capital Management
Florida
$628K -$16.2K -200 -3%
HWP
692
Heritage Wealth Partners
Ohio
$624K +$624K +7,699 New
PFM
693
Patton Fund Management
Texas
$623K -$25.9K -319 -4%
MAG
694
MRA Advisory Group
New Jersey
$620K +$325K +4,008 +110%
SAM
695
Seelaus Asset Management
New Jersey
$615K +$811 +10 +0.1%
Financial Engines Advisors
696
Financial Engines Advisors
California
$613K -$274K -3,381 -31%
HHGC
697
Hunting Hill Global Capital
New York
$608K
IAA
698
Independent Advisor Alliance
North Carolina
$603K +$603K +7,436 New
WSFS
699
Wilmington Savings Fund Society
Delaware
$602K -$178K -2,195 -23%
BEAM
700
Baker Ellis Asset Management
Washington
$600K +$600K +7,406 New