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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 %
DWA
901
Delap Wealth Advisory
Oregon
$243K -$43.3K -534 -15%
FUBT
902
First United Bank & Trust
Maryland
$242K -$154K -1,899 -39%
ATWA
903
Arbor Trust Wealth Advisors
Michigan
$240K
SCP
904
Silverleafe Capital Partners
Tennessee
$240K
NCM
905
Nelson Capital Management
California
$240K -$24.1K -297 -9%
TBWA
906
Three Bridge Wealth Advisors
California
$239K +$239K +2,953 New
HWM
907
HB Wealth Management
Georgia
$237K
AC
908
Avestar Capital
New York
$237K -$38.9K -480 -14%
BFA
909
Bragg Financial Advisors
North Carolina
$235K
TFA
910
Triad Financial Advisors
North Carolina
$235K +$1.95K +24 +0.8%
MF
911
Montis Financial
Massachusetts
$232K +$232K +2,859 New
ACG
912
Allen Capital Group
Nebraska
$230K -$85.1K -1,050 -27%
SFG
913
SNS Financial Group
Minnesota
$230K -$20.3K -250 -8%
MOS
914
MGO One Seven
Ohio
$229K -$3.91M -48,267 -94%
FFA
915
Farther Finance Advisors
California
$228K +$37.7K +465 +20%
SC
916
Solstein Capital
California
$227K
JIC
917
Joel Isaacson & Co
New York
$225K +$225K +2,779 New
EC
918
EdgeRock Capital
Colorado
$225K +$225K +2,771 New
WDC
919
Woodward Diversified Capital
California
$223K -$104K -1,282 -32%
PCM
920
Passive Capital Management
Maryland
$223K -$186K -2,296 -45%
C
921
Certuity
Florida
$223K +$223K +2,750 New
RSS
922
Rosenblum Silverman Sutton
California
$221K +$221K +2,730 New
SRG
923
SBB Research Group
Illinois
$221K +$221K +2,727 New
SHWM
924
Silicon Hills Wealth Management
Texas
$217K
GLA
925
Good Life Advisors
Pennsylvania
$214K -$154K -1,896 -42%