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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 %
SDWIA
801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$421K -$38.4K -474 -8%
IAS
802
IMA Advisory Services
Colorado
$418K
AWA
803
Arkadios Wealth Advisors
Georgia
$414K -$52.3K -645 -11%
ITB
804
Idaho Trust Bank
Idaho
$413K +$413K +5,088 New
WCFA
805
Walkner Condon Financial Advisors
Wisconsin
$412K -$249K -3,071 -38%
PCFFS
806
Pacific Center for Financial Services
California
$410K -$8.11K -100 -2%
AIM
807
Acropolis Investment Management
Missouri
$407K
AMG
808
Asset Management Group
Connecticut
$407K +$2.76K +34 +0.7%
BWAM
809
Boyd Watterson Asset Management
Ohio
$405K
CPSAC
810
Chas P. Smith & Associates (CPS)
Florida
$404K -$31.1M -382,854 -99%
FMP
811
Financial Management Professionals
Texas
$403K +$18.9K +233 +5%
TCA
812
Transcend Capital Advisors
New Jersey
$398K +$398K +4,913 New
3LCM
813
3D/L Capital Management
Connecticut
$395K -$1.5M -18,516 -79%
CP
814
Castleview Partners
Texas
$395K +$14.2K +175 +4%
SFP
815
Strategic Financial Partners
Oregon
$395K +$81 +1 +0%
BF
816
BOK Financial
Oklahoma
$394K
APG
817
Abacus Planning Group
South Carolina
$392K -$7.38K -91 -2%
PA
818
Pinnacle Associates
New York
$387K -$11.4K -140 -3%
TWP
819
Tempus Wealth Planning
California
$386K -$9.89K -122 -2%
CFP
820
Catalyst Financial Partners
Massachusetts
$384K +$152K +1,880 +66%
RWP
821
RWA Wealth Partners
Massachusetts
$384K +$87.9K +1,084 +30%
NA
822
Navellier & Associates
Nevada
$381K +$381K +4,698 New
WF
823
Wayfinding Financial
Washington
$380K +$24.3K +300 +7%
CAG
824
Crestwood Advisors Group
Massachusetts
$379K -$436K -5,374 -53%
DI
825
Disciplined Investments
Oklahoma
$374K -$914K -11,272 -71%