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iShares 1-3 Year Treasury Bond ETF

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.73%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CFAM
701
Coury Firm Asset Management
Pennsylvania
$599K +$590K +7,276 +6,737%
JFA
702
JNBA Financial Advisors
Minnesota
$593K -$14.9K -184 -2%
EDRIA
703
Edmonds Duncan Registered Investment Advisors
Kansas
$590K
KTC
704
Kistler-Tiffany Companies
Pennsylvania
$589K +$589K +7,270 New
ACIM
705
Azimuth Capital Investment Management
Michigan
$587K +$2.19K +27 +0.4%
RB
706
Rodgers Brothers
Pennsylvania
$584K -$93.2K -1,150 -14%
FTC
707
Farmers Trust Company
Ohio
$584K
WPWM
708
Windward Private Wealth Management
Kansas
$582K -$47.1K -581 -7%
TI
709
Trexquant Investment
Connecticut
$579K +$301K +3,716 +109%
SL
710
Salomon & Ludwin
Virginia
$578K +$578K +7,134 New
MBTD
711
Mechanics Bank - Trust Department
California
$578K +$171K +2,112 +42%
LWCFA
712
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$574K -$142K -1,754 -20%
FFBTD
713
First Financial Bank - Trust Division
Ohio
$570K +$2.43K +30 +0.4%
WHCI
714
W.H. Cornerstone Investments
Massachusetts
$568K -$5.84K -72 -1%
PCS
715
Personal CFO Solutions
New Jersey
$565K -$2.49M -30,753 -82%
VFA
716
Valeo Financial Advisors
Indiana
$564K
WCG
717
Weaver Consulting Group
California
$564K -$25.9K -320 -4%
CI
718
CX Institutional
Indiana
$561K -$34.9K -430 -6%
CB
719
Community Bank
New York
$558K -$126K -1,550 -18%
AWA
720
Arete Wealth Advisors
Illinois
$558K -$52.2K -643 -9%
RMAM
721
Raab & Moskowitz Asset Management
New Jersey
$556K +$556K +6,855 New
LWM
722
Lyell Wealth Management
California
$555K -$566K -6,985 -51%
OBWG
723
Onyx Bridge Wealth Group
New York
$554K +$57.7K +712 +12%
Lazard Asset Management
724
Lazard Asset Management
New York
$552K -$560K
1IA
725
1620 Investment Advisors
Massachusetts
$550K