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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
701
Barry Investment Advisors
Massachusetts
$563K -$387K -4,781 -41%
MBTD
702
Mechanics Bank - Trust Department
California
$562K -$15.1K -187 -3%
BFG
703
Berger Financial Group
Minnesota
$562K +$85.7K +1,059 +18%
RMAM
704
Raab & Moskowitz Asset Management
New Jersey
$558K +$3.24K +40 +0.6%
ACIM
705
Azimuth Capital Investment Management
Michigan
$556K -$30K -371 -5%
RTC
706
Riverview Trust Company
Washington
$555K +$555K +6,857 New
MCCP
707
Mission Creek Capital Partners
California
$552K +$4.29K +53 +0.8%
MSFS
708
Main Street Financial Solutions
Pennsylvania
$550K -$182K -2,248 -25%
LA
709
Lifeworks Advisors
Michigan
$548K +$548K +6,763 New
VFA
710
Valeo Financial Advisors
Indiana
$547K -$15.8K -195 -3%
WHCI
711
W.H. Cornerstone Investments
Massachusetts
$544K -$23.7K -293 -4%
CS
712
Comerica Securities
Michigan
$543K +$57.9K +715 +12%
OFS
713
OneAscent Financial Services
Alabama
$539K +$539K +6,654 New
DG
714
DMC Group
Alabama
$539K +$72.9K +900 +16%
Invesco
715
Invesco
Georgia
$535K +$9.39K +116 +2%
SAM
716
Seelaus Asset Management
New Jersey
$535K -$79.1K -977 -13%
KC
717
Kingfisher Capital
North Carolina
$534K -$13.4K -165 -2%
SJL
718
Shayne & Jacobs LLC
Tennessee
$525K +$525K +6,480 New
1IA
719
1620 Investment Advisors
Massachusetts
$522K -$27.5K -340 -5%
BFA
720
Beaumont Financial Advisors
Massachusetts
$522K -$9.31K -115 -2%
CWM
721
Centurion Wealth Management
Virginia
$516K -$15.4K -190 -3%
LFG
722
Larson Financial Group
Missouri
$513K +$61.3K +757 +14%
BHPW
723
Beverly Hills Private Wealth
California
$512K -$489K -6,035 -49%
SDWIA
724
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$510K +$89.6K +1,107 +21%
UCB
725
United Community Bank
South Carolina
$510K