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iShares 1-3 Year Treasury Bond ETF

1,108 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 426 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
+70
Holders Change %
+6.74%
% of All Funds
17.88%
Holding in Top 10
138
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8%
% of All Funds
2.23%
New
183
Increased
411
Reduced
426
Closed
96
Calls
$27.6M
Puts
$10.7M
Net Calls
+$16.9M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
926
Highview Capital Management
Illinois
$273K -$10.8M -133,328 -98%
EHC
927
Everett Harris & Co
California
$266K -$14.4K -178 -5%
SC
928
Solstein Capital
California
$265K -$448K -5,525 -63%
MWPCG
929
Measured Wealth Private Client Group
New Hampshire
$265K -$825K -10,166 -76%
AWM
930
AllSquare Wealth Management
New York
$264K
AR
931
Apeiron RIA
Texas
$263K +$3.73K +46 +1%
ADBIC
932
A.D. Beadell Investment Counsel
Wisconsin
$263K +$54K +667 +26%
WCWM
933
Willow Creek Wealth Management
California
$262K +$40.1K +493 +18%
AF
934
Arrow Financial
New York
$262K +$81.2K +1,000 +45%
LI
935
LVZ Inc
Michigan
$262K +$262K +3,224 New
SI
936
Shaker Investments
Ohio
$261K
IWA
937
Icon Wealth Advisors
Texas
$259K -$315K -3,884 -55%
MKA
938
M. Kulyk & Associates
Georgia
$256K +$3.08K +38 +1%
AF
939
Allworth Financial
California
$256K +$61.9K +763 +32%
GIA
940
Gladstone Institutional Advisory
Florida
$256K +$43.2K +532 +20%
LWM
941
Lyell Wealth Management
California
$254K -$5.03K -62 -2%
FPCP
942
Fort Point Capital Partners
California
$253K -$56.1K -691 -18%
BHPW
943
Beverly Hills Private Wealth
California
$252K +$252K +3,108 New
PA
944
Pinnacle Associates
New York
$251K -$81.8K -1,008 -25%
SFG
945
SNS Financial Group
Minnesota
$250K -$22.9K -282 -8%
OAP
946
One Advisory Partners
Kansas
$249K
RBC
947
Romano Brothers & Co
Illinois
$248K +$248K +3,050 New
MWM
948
MorganRosel Wealth Management
Colorado
$246K +$246K +3,035 New
SAMC
949
Spectrum Asset Management (California)
California
$244K
CPA
950
Cardiff Park Advisors
California
$244K