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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
826
Savant Capital
Illinois
$432K +$432K +5,264 New
JPLA
827
Joseph P. Lucia & Associates
New York
$426K -$31.3K -381 -7%
MHS
828
M Holdings Securities
Oregon
$425K -$381K -4,640 -47%
IAS
829
IMA Advisory Services
Colorado
$424K
PCFFS
830
Pacific Center for Financial Services
California
$424K +$424K +5,156 New
AFG
831
Affinia Financial Group
Massachusetts
$423K -$211K -2,577 -33%
CFO
832
CVA Family Office
Colorado
$422K
W
833
WorthPointe
California
$420K -$472K -5,741 -53%
AGP
834
Autumn Glory Partners
Texas
$419K +$37.6K +458 +10%
FT
835
Fiduciary Trust
Massachusetts
$417K
PCM
836
Passive Capital Management
Maryland
$415K
AIM
837
Acropolis Investment Management
Missouri
$412K +$30.9K +376 +8%
MBTD
838
Mechanics Bank - Trust Department
California
$412K -$16.4K -200 -4%
BWAM
839
Boyd Watterson Asset Management
Ohio
$411K
AMG
840
Asset Management Group
Connecticut
$409K -$3.04K -37 -0.7%
WFA
841
Wellspring Financial Advisors
Ohio
$408K +$71K +864 +21%
LSA
842
Lion Street Advisors
Texas
$407K +$407K +4,955 New
WIM
843
WealthPlan Investment Management
Nebraska
$405K -$50.5K -615 -11%
APG
844
Abacus Planning Group
South Carolina
$405K -$26.9K -328 -6%
PA
845
Pinnacle Associates
New York
$404K +$150K +1,822 +59%
MFC
846
Mechanics Financial Corp
Ohio
$404K
SFG
847
Sovereign Financial Group
Connecticut
$403K -$10.1K -123 -2%
TWP
848
Tempus Wealth Planning
California
$401K -$22.4K -273 -5%
FUBT
849
First United Bank & Trust
Maryland
$401K -$90.9K -1,107 -18%
SFP
850
Strategic Financial Partners
Oregon
$400K -$6.49K -79 -2%