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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 %
GSIAS
776
Garden State Investment Advisory Services
New Jersey
$526K +$123K +1,493 +30%
VWM
777
Venturi Wealth Management
Texas
$522K -$974K -11,856 -65%
NSIM
778
North Star Investment Management
Illinois
$522K -$246K -2,997 -32%
S
779
SimplyRich
California
$521K -$4.6K -56 -0.9%
CB
780
Cadence Bank
Mississippi
$520K -$29.1K -354 -5%
GIA
781
Gladstone Institutional Advisory
Florida
$519K +$260K +3,167 +100%
LFG
782
Larson Financial Group
Missouri
$519K -$95K -1,156 -15%
UCB
783
United Community Bank
South Carolina
$517K
OWA
784
Outlook Wealth Advisors
Texas
$517K +$517K +6,288 New
MGIA
785
Moneta Group Investment Advisors
Missouri
$514K +$514K +6,253 New
HFS
786
Howard Financial Services
Texas
$514K -$2.96K -36 -0.6%
TIA
787
Tiemann Investment Advisors
California
$514K +$41.1K +500 +9%
LSPW
788
Lake Street Private Wealth
Illinois
$504K +$102K +1,238 +25%
BPC
789
Banque Pictet & Cie
Switzerland
$504K
OBWG
790
Onyx Bridge Wealth Group
New York
$503K +$90.8K +1,105 +22%
DCM
791
Donaldson Capital Management
Indiana
$500K -$11.8K -144 -2%
FA
792
Fiduciary Alliance
South Carolina
$499K -$46.2K -562 -8%
WSCM
793
Wellington Shields Capital Management
New York
$499K -$164K -2,000 -25%
NCM
794
NCM Capital Management
New Jersey
$498K +$108K +1,310 +28%
RFO
795
RiverGlades Family Offices
Florida
$497K +$497K +6,050 New
SL
796
Savior LLC
Massachusetts
$493K +$7.64K +93 +2%
PWP
797
Private Wealth Partners
California
$493K +$493K +6,000 New
AWS
798
Arkfeld Wealth Strategies
Nebraska
$491K +$1.4K +17 +0.3%
SEP
799
Southland Equity Partners
Missouri
$489K +$23.5K +286 +5%
ES
800
Eagle Strategies
New York
$482K +$13.1K +159 +3%