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iShares 1-3 Year Treasury Bond ETF

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.73%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
776
Mount Yale Investment Advisors
Colorado
$470K -$4.87K -60 -1%
AFAS
777
Acorn Financial Advisory Services
Virginia
$469K +$81 +1 +0%
JWM
778
Jessup Wealth Management
Ohio
$469K -$326K -4,023 -41%
SWA
779
Sax Wealth Advisors
New Jersey
$467K +$80.3K +990 +21%
DG
780
DMC Group
Alabama
$467K
AWMG
781
Alliance Wealth Management Group
New Jersey
$465K -$164K -2,024 -26%
SAA
782
Southeast Asset Advisors
Georgia
$463K
ANTB
783
AMG National Trust Bank
Colorado
$462K -$332K -4,100 -42%
CTWM
784
Cherry Tree Wealth Management
Minnesota
$459K +$459K +5,662 New
SAM
785
Secure Asset Management
Michigan
$459K -$4.38K -54 -0.9%
MGIA
786
Moneta Group Investment Advisors
Missouri
$457K -$50.4K -622 -10%
LFG
787
Larson Financial Group
Missouri
$452K -$59.8K -737 -12%
BB
788
Busey Bank
Illinois
$451K
FWM
789
Finer Wealth Management
Massachusetts
$449K -$109K -1,346 -20%
SWA
790
SFMG Wealth Advisors
Texas
$446K -$95.7K -1,180 -18%
SEP
791
Southland Equity Partners
Missouri
$445K -$36.9K -455 -8%
SPWM
792
Straight Path Wealth Management
Michigan
$444K -$486K -5,990 -52%
EAM
793
Evanson Asset Management
California
$435K +$324 +4 +0.1%
CCM
794
Crew Capital Management
Ohio
$435K +$5.68K +70 +1%
AWS
795
AJ Wealth Strategies
New York
$432K +$57.2K +705 +15%
AF
796
Allworth Financial
California
$429K +$125K +1,543 +41%
OHWP
797
Oak Harbor Wealth Partners
North Carolina
$428K +$1.38K +17 +0.3%
JPLA
798
Joseph P. Lucia & Associates
New York
$428K +$7.3K +90 +2%
DWM
799
Darwin Wealth Management
Florida
$427K -$417K -5,148 -49%
GSIAS
800
Garden State Investment Advisory Services
New Jersey
$423K -$96K -1,184 -19%