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iShares 1-3 Year Treasury Bond ETF

1,108 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 426 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+70
Holders Change %
+6.74%
% of All Funds
17.88%
Holding in Top 10
138
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8%
% of All Funds
2.23%
New
183
Increased
411
Reduced
426
Closed
96
Calls
$27.6M
Puts
$10.7M
Net Calls
+$16.9M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
701
Finer Wealth Management
Massachusetts
$752K -$904K -11,142 -55%
BTWM
702
Baker Tilly Wealth Management
Wisconsin
$750K -$589K -7,260 -44%
SFA
703
Souders Financial Advisors
Ohio
$743K +$27.6K +340 +4%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$743K +$690K +8,471 +1,313%
SS
705
Sunbelt Securities
Texas
$728K -$227K -2,795 -24%
CB
706
Community Bank
New York
$725K -$124K -1,525 -15%
BCMLT
707
Beacon Capital Management LLC (Tennessee)
Tennessee
$719K -$86.8K -1,069 -11%
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$717K
PWS
709
Precision Wealth Strategies
Missouri
$715K +$715K +8,814 New
WWA
710
WC Walker & Associates
California
$715K +$60.2K +743 +9%
AAS
711
Ameritas Advisory Services
Nebraska
$711K +$154K +1,893 +28%
EW
712
Element Wealth
Mississippi
$708K +$553K +6,817 +358%
PWMG
713
Provence Wealth Management Group
California
$698K +$165K +2,030 +31%
AWE
714
Avidian Wealth Enterprises
Texas
$695K +$124K +1,524 +22%
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$692K -$534K -6,577 -44%
SC
716
Sinecera Capital
Texas
$686K +$686K +8,449 New
RF
717
Resolute Financial
Massachusetts
$686K +$188K +2,314 +38%
CD
718
Chapin Davis
Maryland
$684K +$684K +8,431 New
LWM
719
Laidlaw Wealth Management
New York
$684K +$30K +369 +5%
LFAS
720
Level Four Advisory Services
Texas
$684K +$232K +2,856 +51%
SFA
721
Sequoia Financial Advisors
Ohio
$682K +$183K +2,259 +37%
WPWM
722
Windward Private Wealth Management
Kansas
$682K -$210K -2,592 -24%
WP
723
WealthShield Partners
North Carolina
$680K +$253K +3,115 +59%
RB
724
Rodgers Brothers
Pennsylvania
$678K
KSWA
725
Kathleen S. Wright Associates
Pennsylvania
$674K +$674K +8,300 New