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iShares 1-3 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
826
Hohimer Wealth Management
Washington
$250K +$250K +3,014 New
LWM
827
Lyell Wealth Management
California
$250K +$250K +3,025 New
SIA
828
Sage Investment Advisers
New York
$248K
TIA
829
Tiemann Investment Advisors
California
$248K
MA
830
MAS Advisors
Florida
$248K +$248K +3,000 New
NCM
831
Nelson Capital Management
California
$246K -$261K -3,149 -51%
ATWA
832
Arbor Trust Wealth Advisors
Michigan
$246K
PP
833
Pacifica Partners
Canada
$245K
KA
834
Kovack Advisors
Florida
$244K
NFG
835
Nadler Financial Group
Illinois
$243K
NWMG
836
National Wealth Management Group
Ohio
$243K
BCWM
837
Bartlett & Co Wealth Management
Ohio
$240K
BC
838
Bartlett & Co
Ohio
$240K
AF
839
Advisornet Financial
Minnesota
$238K -$29.4K -355 -11%
VWA
840
V Wealth Advisors
Kansas
$236K +$236K +2,850 New
NFP
841
Narus Financial Partners
Utah
$235K +$235K +2,840 New
LDFR
842
Lehman & Derafelo Financial Resources
Pennsylvania
$235K
CF
843
Clarity Financial
Texas
$234K -$70.3K -850 -23%
BCA
844
Bay Colony Advisors
Massachusetts
$233K -$2.07K -25 -0.9%
AGP
845
Autumn Glory Partners
Texas
$233K +$233K +2,814 New
RMDI
846
R.M. Davis Inc
Maine
$232K -$1.24K -15 -0.5%
LP
847
LGL Partners
Pennsylvania
$228K -$57.5K -695 -20%
HS
848
Horan Securities
United States
$226K +$83 +1 +0%
VWM
849
Valley Wealth Managers
New Jersey
$226K +$226K +2,732 New
BFC
850
Blue Fin Capital
Rhode Island
$220K +$220K +2,668 New