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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 %
CAWM
976
Capital Advisors Wealth Management
Washington
$212K +$212K +2,617 New
VWM
977
Valley Wealth Managers
New Jersey
$212K -$7.47K -92 -3%
CIP
978
Capital Insight Partners
Arizona
$210K -$43.7K -538 -17%
PFBT
979
Parkside Financial Bank & Trust
Missouri
$210K -$90.5K -1,115 -30%
AMIM
980
Aull & Monroe Investment Management
Alabama
$209K
DTL
981
Dynamic Technology Lab
Singapore
$207K +$207K +2,552 New
SDWIA
982
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$205K +$205K +2,530 New
SWP
983
Semus Wealth Partners
Florida
$205K +$205K +2,527 New
TFS
984
Thoroughbred Financial Services
Tennessee
$204K +$204K +2,518 New
SFO
985
Stokes Family Office
Louisiana
$203K +$203K +2,501 New
BWP
986
Balboa Wealth Partners
Arizona
$203K -$64.5K -795 -24%
MFG
987
Magnus Financial Group
New York
$201K +$201K +2,479 New
DWA
988
Delos Wealth Advisors
Texas
$198K -$497K -6,122 -72%
ADL
989
Asset Dedication LLC
California
$192K -$12.8K -158 -6%
CT
990
Clearstead Trust
Maine
$192K +$66.5K +819 +53%
AIM
991
Anchor Investment Management
South Carolina
$192K -$658K -8,100 -77%
OHWP
992
Oak Harbor Wealth Partners
North Carolina
$191K
GFWA
993
Grey Fox Wealth Advisors
Delaware
$171K +$171K +2,111 New
MA
994
Montag & Associates
Georgia
$166K +$20K +246 +14%
BC
995
Bartlett & Co
Ohio
$164K -$71.9K -885 -30%
BCWM
996
Bartlett & Co Wealth Management
Ohio
$164K -$71.8K -885 -30%
TFA
997
Transamerica Financial Advisors
Florida
$152K -$28M -342,372 -99%
SWA
998
SOA Wealth Advisors
New York
$151K +$1.06K +13 +0.7%
CAM
999
Caprin Asset Management
Virginia
$150K +$150K +1,846 New
BONH
1000
Bank of New Hampshire
New Hampshire
$148K +$29K +358 +24%