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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 %
PWM
701
Perigon Wealth Management
California
$569K +$13.7K +169 +2%
AFG
702
Affinia Financial Group
Massachusetts
$568K -$3.69M -45,547 -87%
FFBTD
703
First Financial Bank - Trust Division
Ohio
$566K +$28.3K +348 +5%
Invesco
704
Invesco
Georgia
$562K -$117K -1,445 -17%
BFAG
705
Blackston Financial Advisory Group
Florida
$560K +$560K +6,914 New
AAS
706
Ameritas Advisory Services
Nebraska
$557K +$72.1K +888 +15%
CIP
707
Chartwell Investment Partners
Pennsylvania
$547K -$101K -1,245 -16%
PG
708
Patten Group
Tennessee
$547K +$109K +1,349 +25%
KA
709
Klingman & Associates
New York
$537K -$67K -825 -11%
MPWT
710
MassMutual Private Wealth & Trust
Connecticut
$537K +$113K +1,395 +27%
IF
711
Intrua Financial
Texas
$536K -$302K -3,716 -36%
PWMG
712
Provence Wealth Management Group
California
$533K +$81 +1 +0%
ARC
713
Advisor Resource Council
Texas
$531K -$8.56M -105,489 -94%
PCFFS
714
Pacific Center for Financial Services
California
$526K +$506K +6,226 +2,471%
GLA
715
Good Life Advisors
Pennsylvania
$524K -$128K -1,579 -20%
OIA
716
Optimum Investment Advisors
Illinois
$520K -$7.06K -87 -1%
Neuberger Berman Group
717
Neuberger Berman Group
New York
$519K -$589K -7,270 -53%
OWP
718
Obermeyer Wealth Partners
Colorado
$517K
CC
719
Cadinha & Co
Hawaii
$514K -$40.4K -497 -7%
HFS
720
Howard Financial Services
Texas
$513K +$162 +2 +0%
UCB
721
United Community Bank
South Carolina
$511K -$812 -10 -0.2%
AAS
722
Annex Advisory Services
Wisconsin
$510K +$34.5K +424 +7%
GHA
723
GW Henssler & Associates
Georgia
$509K
DCM
724
Donaldson Capital Management
Indiana
$505K +$1.46K +18 +0.3%
Vontobel Holding
725
Vontobel Holding
Switzerland
$504K -$1.38M -16,967 -73%