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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 %
SAA
751
Southeast Asset Advisors
Georgia
$462K
ANTB
752
AMG National Trust Bank
Colorado
$461K
CTWM
753
Cherry Tree Wealth Management
Minnesota
$458K
NSIM
754
North Star Investment Management
Illinois
$457K -$48.9K -604 -10%
TCA
755
Transcend Capital Advisors
New Jersey
$455K +$56.8K +702 +14%
SWA
756
Sax Wealth Advisors
New Jersey
$453K -$13.4K -165 -3%
BB
757
Busey Bank
Illinois
$451K
SWA
758
SFMG Wealth Advisors
Texas
$445K
EAM
759
Evanson Asset Management
California
$441K +$5.83K +72 +1%
CFP
760
Catalyst Financial Partners
Massachusetts
$440K +$56.7K +700 +15%
MAG
761
MRA Advisory Group
New Jersey
$440K -$179K -2,212 -29%
MGIA
762
Moneta Group Investment Advisors
Missouri
$439K -$16.6K -205 -4%
LCWP
763
Legacy Capital Wealth Partners
Arkansas
$439K +$439K +5,425 New
SEP
764
Southland Equity Partners
Missouri
$431K -$13.4K -165 -3%
AFAS
765
Acorn Financial Advisory Services
Virginia
$430K -$38.4K -475 -8%
KWA
766
Kingswood Wealth Advisors
California
$429K +$429K +5,301 New
WF
767
Wayfinding Financial
Washington
$427K +$48.2K +597 +13%
JPLA
768
Joseph P. Lucia & Associates
New York
$427K -$405 -5 -0.1%
AWS
769
Arkfeld Wealth Strategies
Nebraska
$423K -$63.3K -781 -13%
BPC
770
Banque Pictet & Cie
Switzerland
$421K -$76K -938 -15%
SC
771
Savant Capital
Illinois
$420K -$61.3K -757 -13%
IAS
772
IMA Advisory Services
Colorado
$418K
WCFA
773
Walkner Condon Financial Advisors
Wisconsin
$412K
FA
774
Fermata Advisors
California
$410K +$410K +5,069 New
ITB
775
Idaho Trust Bank
Idaho
$409K -$3.16K -39 -0.8%