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iShares 1-3 Year Treasury Bond ETF

1,038 hedge funds and large institutions have $21B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 403 increasing their positions, 383 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+46
Holders Change %
+4.64%
% of All Funds
17.95%
Holding in Top 10
150
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.94%
% of All Funds
2.59%
New
140
Increased
403
Reduced
383
Closed
84
Calls
$34.2M
Puts
$18.8M
Net Calls
+$15.4M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
901
Ategra Capital Management
Virginia
$236K -$38.9K -479 -14%
BFA
902
Bragg Financial Advisors
North Carolina
$235K -$106K -1,308 -31%
VWA
903
V Wealth Advisors
Kansas
$234K +$1.95K +24 +0.8%
FA
904
Faithward Advisors
Pennsylvania
$234K +$43.5K +537 +23%
MFG
905
Merit Financial Group
Georgia
$233K +$233K +2,872 New
LDFR
906
Lehman & Derafelo Financial Resources
Pennsylvania
$231K
NFP
907
Narus Financial Partners
Utah
$231K
RMDI
908
R.M. Davis Inc
Maine
$227K
HS
909
Horan Securities
United States
$222K
WCWM
910
Willow Creek Wealth Management
California
$222K +$222K +2,731 New
TI
911
Tidal Investments
Wisconsin
$222K +$222K +2,736 New
MFA
912
Mayflower Financial Advisors
Massachusetts
$221K -$118K -1,454 -35%
TA
913
TrueWealth Advisors
Alabama
$220K +$15.1K +186 +7%
HWM
914
Hohimer Wealth Management
Washington
$219K -$26.3K -323 -11%
VWM
915
Valley Wealth Managers
New Jersey
$219K -$2.02K -25 -0.9%
WAM
916
Weatherly Asset Management
California
$217K -$67.5K -833 -24%
BJL
917
Brighton Jones LLC
Washington
$216K +$216K +2,659 New
GIA
918
Gladstone Institutional Advisory
Florida
$213K -$348K -4,283 -62%
RG
919
Retirement Group
California
$211K -$212K -2,614 -50%
NCM
920
Nelson Capital Management
California
$209K -$32.1K -395 -13%
AMIM
921
Aull & Monroe Investment Management
Alabama
$209K
ADBIC
922
A.D. Beadell Investment Counsel
Wisconsin
$209K +$209K +2,580 New
TCM
923
Triumph Capital Management
Colorado
$207K -$99.3K -1,224 -32%
MAM
924
MMA Asset Management
Pennsylvania
$206K +$206K +2,531 New
SBH
925
Segall Bryant & Hamill
Illinois
$206K +$206K +2,557 New