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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 %
GIM
776
Goelzer Investment Management
Indiana
$409K -$62.5K -772 -13%
FFA
777
Farther Finance Advisors
California
$407K +$179K +2,212 +79%
HGERS
778
Householder Group Estate & Retirement Specialist
Arizona
$406K +$406K +5,018 New
EDRH
779
Edmond de Rothschild Holding
Switzerland
$406K -$1.25M -15,458 -76%
BWAM
780
Boyd Watterson Asset Management
Ohio
$405K
LOPW
781
Live Oak Private Wealth
North Carolina
$405K +$36.8K +455 +10%
SW
782
SlateStone Wealth
Florida
$404K +$161K +1,989 +66%
WIM
783
WealthPlan Investment Management
Nebraska
$399K +$399K +4,931 New
AMG
784
Asset Management Group
Connecticut
$398K -$8.1K -100 -2%
VCA
785
Verdence Capital Advisors
Maryland
$398K +$398K +4,910 New
MYIA
786
Mount Yale Investment Advisors
Colorado
$391K -$78.9K -975 -17%
CWM
787
Chicago Wealth Management
Illinois
$387K +$174K +2,151 +82%
RWP
788
RWA Wealth Partners
Massachusetts
$387K +$3.73K +46 +1%
WSCM
789
Wellington Shields Capital Management
New York
$387K -$105K -1,295 -21%
PA
790
Pinnacle Associates
New York
$385K -$2.27K -28 -0.6%
APG
791
Abacus Planning Group
South Carolina
$384K -$7.37K -91 -2%
IFA
792
Interactive Financial Advisors
Illinois
$376K -$106K -1,310 -22%
DI
793
Disciplined Investments
Oklahoma
$374K +$324 +4 +0.1%
TFA
794
TPG Financial Advisors
Oregon
$373K +$373K +4,611 New
HWM
795
Horizons Wealth Management
North Carolina
$373K -$1.13M -13,964 -75%
LCGC
796
Legacy Capital Group California
California
$370K -$648 -8 -0.2%
BF
797
BOK Financial
Oklahoma
$369K -$24.3K -300 -6%
AGP
798
Autumn Glory Partners
Texas
$367K +$23.3K +288 +7%
AA
799
ACT Advisors
North Carolina
$355K +$2.67K +33 +0.8%
ATC
800
Argent Trust Co
Tennessee
$351K