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iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.97%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Market Value Shares Shares
Change
Shares
Change %
CIA
1051
Cape Investment Advisory
Georgia
$3.24K 40
MFT
1052
Moisand Fitzgerald Tamayo
Florida
$3.24K 40 -74 -65%
BFP
1053
Briaud Financial Planning
Texas
$3K 42 -4,524 -99%
AW
1054
Avion Wealth
Texas
$3K 44
HCM
1055
Hollencrest Capital Management
California
$3K 37
PO
1056
Private Ocean
California
$2.51K 31
CPG
1057
Cornerstone Planning Group
New Jersey
$2.19K 27 +27 New
IF
1058
Integrity Financial
Wyoming
$1.62K 20
HWP
1059
Hibernia Wealth Partners
Louisiana
$1.38K 17 +17 New
KFS
1060
Kelly Financial Services
Massachusetts
$1.25K 15 -91,650 -100%
S
1061
SignatureFD
Georgia
$972 12
TAM
1062
Townsend Asset Management
North Carolina
$891 11 -11 -50%
AWA
1063
Authentikos Wealth Advisory
California
$486 6 +6 New
FWM
1064
Focused Wealth Management
New York
$405 5
MHR
1065
Matthew Hamilton Rosenberg
$405 5
SPWM
1066
Spartan Planning & Wealth Management
North Carolina
$324 4 +4 New
NRG
1067
Nemes Rush Group
Michigan
$243 3 +3 New
RA
1068
Rise Advisors
New York
$49 1 -252 -100%
GWANC
1069
Guardian Wealth Advisors (North Carolina)
North Carolina
$47 1
TAIM
1070
TD Ameritrade Investment Management
Nebraska
-1,170,500 Closed
Cerity Partners
1071
Cerity Partners
New York
-614,912 Closed
IAIM
1072
International Assets Investment Management
Florida
-395,986 Closed
CIM
1073
Confluence Investment Management
Missouri
-320,791 Closed
BC
1074
Brio Consultants
California
-252,999 Closed
MSWMA
1075
Market Street Wealth Management Advisors
Indiana
-158,114 Closed