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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 %
BCMLT
976
Beacon Capital Management LLC (Tennessee)
Tennessee
$96.7K -$360K -4,434 -79%
FA
977
Fiduciary Alliance
South Carolina
$95.7K -$397K -4,899 -81%
TIM
978
Tortoise Investment Management
New York
$92K
MFC
979
Mechanics Financial Corp
Ohio
$91.8K -$307K -3,784 -77%
NIC
980
Northwest Investment Counselors
Oregon
$91.7K
TAM
981
Tucker Asset Management
Colorado
$91.5K -$89.5K -1,104 -49%
C
982
Covestor
United Kingdom
$90K -$4.69K -58 -5%
VNA
983
Valley National Advisers
Pennsylvania
$88K -$8.15K -100 -8%
CB
984
Centennial Bank
Arkansas
$86.2K +$25.9K +320 +43%
IFAM
985
Institutional & Family Asset Management
Colorado
$81.9K +$243 +3 +0.3%
TFA
986
Transamerica Financial Advisors
Florida
$80K -$14.7M -181,047 -99%
VWM
987
Venturi Wealth Management
Texas
$75.8K -$439K -5,417 -85%
DJSG
988
D.J. St. Germain
Massachusetts
$72.6K +$72.6K +895 New
FA
989
Faithward Advisors
Pennsylvania
$70.6K -$120K -1,479 -63%
FM
990
Family Management
New York
$69.4K -$18.2M -224,899 -100%
CT
991
Colonial Trust
South Carolina
$66.6K +$3.49K +43 +6%
FDCDDQ
992
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7K
HF
993
Halpern Financial
Virginia
$64.9K
WWP
994
WR Wealth Planners
Missouri
$56.9K +$22.1K +272 +63%
WP
995
WealthPLAN Partners
Nebraska
$54.6K +$3.16K +39 +6%
AIC
996
Archer Investment Corporation
Indiana
$54K -$41.8K -516 -44%
UFF
997
USA Financial Formulas
Michigan
$53.9K +$3.65K +45 +7%
CA
998
Centerpoint Advisors
Massachusetts
$53K -$33.1K -406 -38%
LC
999
Lindbrook Capital
California
$52.9K +$10.4K +128 +24%
GI
1000
Gradient Investments
Minnesota
$52.5K +$28.5K +351 +119%