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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 %
NCM
676
Northwest Capital Management
Oregon
$628K -$471K -5,813 -43%
OBWG
677
Onyx Bridge Wealth Group
New York
$624K +$70.5K +871 +13%
PFM
678
Patton Fund Management
Texas
$622K
Financial Engines Advisors
679
Financial Engines Advisors
California
$608K -$4.29K -53 -0.7%
OLA
680
Oliver Luxxe Assets
New Jersey
$608K +$66.3K +819 +12%
BEAM
681
Baker Ellis Asset Management
Washington
$608K +$8.1K +100 +1%
JCM
682
Jacobi Capital Management
Pennsylvania
$608K -$20.4K -252 -3%
USCWA
683
U.S. Capital Wealth Advisors
Texas
$599K -$454K -5,605 -43%
PFA
684
Professional Financial Advisors
Nebraska
$597K +$597K +7,372 New
SAM
685
Secure Asset Management
Michigan
$597K +$139K +1,715 +30%
LNC
686
Lincoln National Corp
Pennsylvania
$597K +$252K +3,110 +73%
DPI
687
Diversified Portfolios Inc
Michigan
$594K -$136K -1,684 -19%
PTC
688
Private Trust Company
Ohio
$589K -$162K -1,996 -22%
EDRIA
689
Edmonds Duncan Registered Investment Advisors
Kansas
$589K
FTC
690
Farmers Trust Company
Ohio
$589K +$6.24K +77 +1%
WPWM
691
Windward Private Wealth Management
Kansas
$589K +$7.85K +97 +1%
HWP
692
Heritage Wealth Partners
Ohio
$587K -$36K -444 -6%
JFA
693
JNBA Financial Advisors
Minnesota
$587K -$5.02K -62 -0.8%
RWA
694
Redhawk Wealth Advisors
Minnesota
$587K +$48.3K +597 +9%
RB
695
Rodgers Brothers
Pennsylvania
$583K
ES
696
ETF Store
Kansas
$579K +$79.2K +982 +16%
GCA
697
Guardian Capital Advisors
Ontario, Canada
$579K -$373K -4,600 -39%
SSC
698
Syverson Strege & Co
Iowa
$570K +$70.5K +871 +14%
FFBTD
699
First Financial Bank - Trust Division
Ohio
$568K -$1.05K -13 -0.2%
Franklin Resources
700
Franklin Resources
California
$563K -$745K -9,200 -57%