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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 %
AR
926
Apeiron RIA
Texas
$268K +$1.64K +20 +0.6%
NCM
927
Nelson Capital Management
California
$267K +$267K +3,255 New
AWM
928
AllSquare Wealth Management
New York
$267K
LT
929
Legacy Trust
Michigan
$267K +$267K +3,250 New
GWM
930
Gray Wealth Management
Maine
$266K +$35.7K +435 +16%
CWM
931
Chicago Wealth Management
Illinois
$265K -$12.6M -152,872 -98%
AF
932
Arrow Financial
New York
$265K
PFA
933
Petra Financial Advisors
Colorado
$263K -$80.5K -980 -23%
GC
934
Grimes & Company
Massachusetts
$260K +$260K +3,160 New
SI
935
Shaker Investments
Ohio
$259K -$4.68K -57 -2%
WI
936
Wintrust Investments
Illinois
$259K +$259K +3,148 New
CCWM
937
Cassaday & Co Wealth Management
Virginia
$259K -$24.3M -296,079 -99%
SFG
938
Sunburst Financial Group
Alabama
$256K -$267K -3,249 -51%
SFG
939
SNS Financial Group
Minnesota
$253K
GSC
940
Grey Street Capital
Illinois
$253K +$253K +3,077 New
RBC
941
Romano Brothers & Co
Illinois
$251K
RC
942
Roundview Capital
New Jersey
$249K +$33.7K +410 +16%
SWA
943
Strata Wealth Advisors
Texas
$249K +$249K +3,028 New
WCWM
944
Willow Creek Wealth Management
California
$247K -$18.2K -221 -7%
SAMC
945
Spectrum Asset Management (California)
California
$246K
CPA
946
Cardiff Park Advisors
California
$246K
ATWA
947
Arbor Trust Wealth Advisors
Michigan
$244K
SCP
948
Silverleafe Capital Partners
Tennessee
$243K
LCGC
949
Legacy Capital Group California
California
$241K +$241K +2,939 New
HWM
950
HB Wealth Management
Georgia
$241K