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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

992 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 360 increasing their positions, 344 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+71
Holders Change %
+7.71%
% of All Funds
16.77%
Holding in Top 10
134
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+52.27%
% of All Funds
2.27%
New
166
Increased
360
Reduced
344
Closed
86
Calls
$15M
Puts
$17.4M
Net Calls
-$2.38M
Net Calls Change
+$37.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
RWM
2
Ritholtz Wealth Management
New York
$374M
3
Bank of America
3
Bank of America
North Carolina
$1.35B
4
US Bancorp
4
US Bancorp
Minnesota
$285M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$716M

Top Sellers

1
Members Trust
1
Members Trust
Florida
$139M
2
N
2
Natixis
France
$0
3
SI
3
Stephens Inc
Arkansas
$105M
4
SRG
4
SBB Research Group
Illinois
$13.1M
5
State Street
5
State Street
Massachusetts
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
801
Lincoln National Corp
Pennsylvania
$282K -$22.3K -270 -7%
FFA
802
First Foundation Advisors
California
$282K +$282K +3,406 New
TWM
803
TMD Wealth Management
Arizona
$282K +$282K +3,410 New
AC
804
Avestar Capital
New York
$281K – – –
ACM
805
Ategra Capital Management
Virginia
$280K – – –
BOTW
806
Bank of the West
California
$279K -$31K -375 -10%
RRA
807
Round Rock Advisors
Connecticut
$279K +$279K +3,376 New
FA
808
Fermata Advisors
California
$276K +$276K +3,336 New
DI
809
DFPG Investments
Utah
$275K – – –
AC
810
Annandale Capital
Texas
$275K +$5.81K +70 +2%
SWM
811
Sugarloaf Wealth Management
Georgia
$275K +$249K +3,005 +942%
VCM
812
Virtue Capital Management
Tennessee
$274K -$7.44M -89,846 -96%
RSS
813
Rosenblum Silverman Sutton
California
$270K +$270K +3,255 New
AWM
814
AllSquare Wealth Management
New York
$269K – – –
CTA
815
Chesley Taft & Associates
Illinois
$269K +$269K +3,250 New
FMP
816
Financial Management Professionals
Texas
$268K +$49.1K +593 +22%
SI
817
Shaker Investments
Ohio
$266K – – –
LW
818
Linscomb Wealth
Texas
$257K -$538K -6,504 -68%
BSB
819
Bangor Savings Bank
Maine
$256K -$36.4K -440 -12%
SGAM
820
Stephens Group Asset Management
Arkansas
$255K -$24.9K -300 -9%
HWM
821
HB Wealth Management
Georgia
$254K -$6.71K -81 -3%
CWM
822
Centric Wealth Management
Illinois
$254K +$254K +3,072 New
Bank of Montreal
823
Bank of Montreal
Ontario, Canada
$253K +$241K +2,908,258 +2,057%
WP
824
WMS Partners
Maryland
$253K – – –
MGIA
825
Moneta Group Investment Advisors
Missouri
$253K +$8.69K +105 +4%
31 32
33
34 35