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iShares 1-3 Year Treasury Bond ETF

912 hedge funds and large institutions have $15B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 289 increasing their positions, 320 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
912
Holders Change
+80
Holders Change %
+9.62%
% of All Funds
14.08%
Holding in Top 10
74
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.45%
% of All Funds
1.14%
New
172
Increased
289
Reduced
320
Closed
76
Calls
$47.1M
Puts
$131M
Net Calls
-$83.4M
Net Calls Change
+$49M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
701
Weatherly Asset Management
California
$300K
BFS
702
Bickling Financial Services
Massachusetts
$299K -$93.1K -1,089 -24%
MGIA
703
Moneta Group Investment Advisors
Missouri
$298K -$8.81K -103 -3%
ECM
704
Exchange Capital Management
Michigan
$295K -$20.5K -240 -7%
EWM
705
Evercore Wealth Management
New York
$292K
DSN
706
D. Scott Neal
Kentucky
$292K
AC
707
Avestar Capital
New York
$291K
TI
708
Trexquant Investment
Connecticut
$289K +$289K +3,384 New
SGAM
709
Stephens Group Asset Management
Arkansas
$288K
AWAG
710
ARS Wealth Advisors Group
Florida
$283K
WWM
711
Wiser Wealth Management
Georgia
$280K -$15K -176 -5%
AWM
712
AllSquare Wealth Management
New York
$278K
AC
713
Annandale Capital
Texas
$278K
AF
714
Arrow Financial
New York
$276K -$197K -2,303 -42%
SI
715
Shaker Investments
Ohio
$275K
IA
716
IFG Advisory
Georgia
$273K +$39.8K +466 +17%
FFM
717
Forum Financial Management
Illinois
$273K +$273K +3,189 New
WAM
718
WealthTrust Asset Management
Florida
$272K +$272K +3,177 New
AA
719
Ancora Advisors
Ohio
$267K -$97.1K -1,136 -27%
TA
720
TrueWealth Advisors
Alabama
$267K -$25.7K -300 -9%
MIAS
721
Mason Investment Advisory Services
Virginia
$265K
NGA
722
Naples Global Advisors
Florida
$264K +$264K +3,085 New
W
723
WealthOne
New York
$263K -$64.1K -749 -20%
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K
WP
725
WMS Partners
Maryland
$261K