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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
701
Level Four Advisory Services
Texas
$747K +$54.6K +665 +8%
DPI
702
Diversified Portfolios Inc
Michigan
$740K -$118K -1,434 -14%
LWCFA
703
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$726K
WMA
704
West Michigan Advisors
Michigan
$725K +$255K +3,109 +54%
MA
705
MONECO Advisors
Connecticut
$723K -$285K -3,469 -28%
IF
706
Ironwood Financial
Arizona
$717K -$580K -7,063 -45%
BFAG
707
Blackston Financial Advisory Group
Florida
$717K +$86.5K +1,052 +14%
EWA
708
EP Wealth Advisors
California
$707K +$707K +3,145 New
AAMA
709
Advanced Asset Management Advisors
Ohio
$694K -$2.47M -30,057 -78%
CB
710
Community Bank
New York
$693K -$41.3K -503 -6%
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$692K -$8.96K -109 -1%
RB
712
Rodgers Brothers
Pennsylvania
$686K
KSWA
713
Kathleen S. Wright Associates
Pennsylvania
$682K
Vontobel Holding
714
Vontobel Holding
Switzerland
$674K +$63K +767 +10%
WCFA
715
Walkner Condon Financial Advisors
Wisconsin
$670K +$102K +1,237 +18%
WA
716
WBH Advisory
Maryland
$664K +$664K +8,084 New
JCM
717
Jacobi Capital Management
Pennsylvania
$663K -$190K -2,307 -22%
FA
718
FDx Advisors
Illinois
$662K
RB
719
Renasant Bank
Mississippi
$660K
PFM
720
Patton Fund Management
Texas
$657K
MPM
721
MBB Public Markets
Illinois
$657K +$657K +8,000 New
KA
722
Kovack Advisors
Florida
$657K +$20.4K +248 +3%
SC
723
Sinecera Capital
Texas
$653K -$41K -499 -6%
ACM
724
Antonetti Capital Management
Florida
$652K
SOS
725
Silver Oak Securities
Tennessee
$652K -$340K -4,123 -34%