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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.63B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$400M
4
UBS Group
4
UBS Group
Switzerland
$656M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$432M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$201M
2
RWM
2
Ritholtz Wealth Management
New York
$111M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$319M
5
B
5
Bailard
California
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
51
Ensign Peak Advisors
Utah
$62.9M 775,000 -200,000 -21%
Barclays
52
Barclays
United Kingdom
$62.6M 770,873 +435,847 +130%
TPCW
53
TD Private Client Wealth
New York
$62.3M 767,211 -230,126 -23%
MML Investors Services
54
MML Investors Services
Massachusetts
$62.2M 766,202 -127,399 -14%
HCM
55
Hilton Capital Management
New York
$59.7M 735,197 – –
PFO
56
Pathstone Family Office
New Jersey
$56.3M 694,008 -1,168,630 -63%
GW
57
GW & Wade
Massachusetts
$55.7M 686,098 +162,729 +31%
IDA
58
Intelligence Driven Advisers
California
$52.9M 648,898 +648,898 New
UCFA
59
United Capital Financial Advisors
Texas
$52.1M 641,946 +174,396 +37%
BCM
60
Bienville Capital Management
New York
$52M 640,539 -54,110 -8%
EPA
61
Element Pointe Advisors
Florida
$51.9M 639,532 +639,532 New
BFG
62
Bleakley Financial Group
New Jersey
$51.9M 638,901 +638,901 New
ECM
63
Evergreen Capital Management
Washington
$51.7M 636,437 -340,092 -35%
CAN
64
Cetera Advisor Networks
California
$49.9M 615,030 +129,492 +27%
SAS
65
SMI Advisory Services
Indiana
$45.7M 562,306 – –
FG
66
Fiduciary Group
Georgia
$44.6M 549,873 +154,011 +39%
EGA
67
Eagle Global Advisors
Texas
$43.5M 535,886 +500,827 +1,429%
BS
68
Banco Santander
Spain
$42.7M 526,492 -18,465 -3%
CIM
69
Confluence Investment Management
Missouri
$42.5M 523,551 +523,551 New
SF
70
Synovus Financial
Georgia
$41.5M 511,794 +435,548 +571%
SEM
71
Strategic Equity Management
Arizona
$40M 492,545 +492,545 New
PFP
72
Pinnacle Financial Partners
Tennessee
$39.1M 481,546 +46,400 +11%
Lido Advisors
73
Lido Advisors
California
$38.6M 475,805 +186,625 +65%
SWM
74
Sanctuary Wealth Management
Idaho
$37.7M 464,805 +14,865 +3%
I2I
75
Insight 2811 Inc
Illinois
$37.2M 458,619 -92,268 -17%
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