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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 %
WHCI
751
W.H. Cornerstone Investments
Massachusetts
$582K -$43.1K -524 -7%
CGFA
752
Colton Groome Financial Advisors
North Carolina
$581K +$581K +7,077 New
CWM
753
Centurion Wealth Management
Virginia
$580K +$243K +2,962 +72%
CPP
754
Capasso Planning Partners
South Carolina
$577K +$329 +4 +0.1%
FFBTD
755
First Financial Bank - Trust Division
Ohio
$575K -$338K -4,120 -37%
VFA
756
Valeo Financial Advisors
Indiana
$571K +$571K +6,952 New
FWM
757
Finer Wealth Management
Massachusetts
$566K -$195K -2,379 -26%
WP
758
WealthSource Partners
California
$563K -$1.44M -17,570 -72%
Lazard Asset Management
759
Lazard Asset Management
New York
$560K -$543K
WT
760
Whittier Trust
California
$559K -$84.3K -1,026 -13%
ES
761
ETF Store
Kansas
$558K -$240K -2,920 -30%
1IA
762
1620 Investment Advisors
Massachusetts
$557K +$557K +6,785 New
PFG
763
PAX Financial Group
Texas
$557K -$38.7K -471 -6%
BFA
764
Beaumont Financial Advisors
Massachusetts
$555K -$124K -1,507 -18%
MCCP
765
Mission Creek Capital Partners
California
$552K -$8.05K -98 -1%
SWA
766
SFMG Wealth Advisors
Texas
$549K -$1.95M -23,722 -78%
GIM
767
Goelzer Investment Management
Indiana
$548K +$51.3K +624 +10%
PWMG
768
Provence Wealth Management Group
California
$547K -$159K -1,935 -23%
MWPCG
769
Measured Wealth Private Client Group
New Hampshire
$546K +$277K +3,375 +103%
BDFN
770
Bond & Devick Financial Network
Minnesota
$545K -$35.2K -428 -6%
RWA
771
Redhawk Wealth Advisors
Minnesota
$543K +$1.89K +23 +0.3%
SS
772
Sunbelt Securities
Texas
$543K -$193K -2,347 -26%
WH
773
Whitcomb & Hess
Ohio
$541K +$5.75K +70 +1%
Invesco
774
Invesco
Georgia
$540K -$105K -1,281 -16%
WAG
775
Wallace Advisory Group
California
$528K +$528K +6,422 New