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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 %
NWA
951
Navis Wealth Advisors
New York
$240K +$240K +2,920 New
BFA
952
Bragg Financial Advisors
North Carolina
$239K
GL
953
Graypoint LLC
New York
$237K +$237K +2,889 New
TFA
954
Triad Financial Advisors
North Carolina
$236K +$13.4K +163 +6%
CFP
955
Catalyst Financial Partners
Massachusetts
$235K +$235K +2,855 New
CIP
956
Capital Insight Partners
Arizona
$232K +$18.7K +228 +9%
WP
957
WealthSpring Partners
California
$231K +$657 +8 +0.3%
SC
958
Solstein Capital
California
$230K -$38.8K -472 -14%
LOPW
959
Live Oak Private Wealth
North Carolina
$228K -$2.18M -26,489 -91%
VWM
960
Valley Wealth Managers
New Jersey
$228K +$12.9K +157 +6%
AWA
961
Amplius Wealth Advisors
Pennsylvania
$227K +$227K +2,765 New
SW
962
SlateStone Wealth
Florida
$227K +$227K +2,767 New
MW
963
Marcum Wealth
Ohio
$227K -$242K -2,942 -52%
SCI
964
Stableford Capital II
Arizona
$225K +$225K +2,770 New
TA
965
TrueWealth Advisors
Alabama
$223K -$8.55K -104 -4%
SHWM
966
Silicon Hills Wealth Management
Texas
$220K -$1.05M -12,722 -83%
1IA
967
1834 Investment Advisors
Wisconsin
$217K +$217K +2,644 New
CTFG
968
Capstone Triton Financial Group
Oklahoma
$216K
HCM
969
Highview Capital Management
Illinois
$212K -$63.7K -775 -23%
AMIM
970
Aull & Monroe Investment Management
Alabama
$211K
WC
971
Westwind Capital
New Mexico
$208K +$208K +2,528 New
TFS
972
Thoroughbred Financial Services
Tennessee
$207K +$819 +10 +0.4%
SFO
973
Stokes Family Office
Louisiana
$205K
AIM
974
Anchor Investment Management
South Carolina
$205K +$11.6K +141 +6%
SW
975
SteelPeak Wealth
California
$202K +$202K +2,453 New