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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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.

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
1.74%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.07B
2
Barclays
2
Barclays
United Kingdom
$409M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M
4
Charles Schwab
4
Charles Schwab
California
$372M
5
Wealthfront Advisers
5
Wealthfront Advisers
California
$81.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$91M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.99B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$45.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$462M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1101
G2 Capital Management
Ohio
– – -92,590 Closed
EWA
1102
EverSource Wealth Advisors
Alabama
– – -69,543 Closed
SWG
1103
Summit Wealth Group
Vermont
– – -64,660 Closed
SPP
1104
Single Point Partners
Massachusetts
– – -47,841 Closed
CHAM
1105
Clear Harbor Asset Management
Connecticut
– – -43,009 Closed
CAM
1106
Cresset Asset Management
Illinois
– – -41,076 Closed
AIA
1107
Arrow Investment Advisors
Maryland
– – -39,268 Closed
DWA
1108
Dorsey Wright & Associates
California
– – -36,606 Closed
WA
1109
Wealth Alliance
New York
– – -30,238 Closed
XF
1110
XML Financial
Maryland
– – -28,865 Closed
CCMG
1111
Clark Capital Management Group
Pennsylvania
– – -27,353 Closed
CIBC Private Wealth Group
1112
CIBC Private Wealth Group
Georgia
– – -18,757 Closed
FW
1113
FirstPurpose Wealth
Utah
– – -18,346 Closed
KIM
1114
Karpus Investment Management
New York
– – -17,000 Closed
W
1115
Wealthquest
Ohio
– – -14,488 Closed
WCP
1116
Wick Capital Partners
Pennsylvania
– – -14,030 Closed
CWM
1117
CMH Wealth Management
New Hampshire
– – -13,232 Closed
IA
1118
IFG Advisory
Georgia
– – -12,302 Closed
MSAM
1119
Moloney Securities Asset Management
Missouri
– – -10,820 Closed
LCWP
1120
Legacy Capital Wealth Partners
Arkansas
– – -10,731 Closed
BEC
1121
Blue Edge Capital
Virginia
– – -10,139 Closed
BBP
1122
Banco BTG Pactual
Brazil
– – -9,875 Closed
CWA
1123
Canvas Wealth Advisors
Kansas
– – -9,815 Closed
AWMNH
1124
Arcadia Wealth Management (New Hampshire)
New Hampshire
– – -9,712 Closed
RCM
1125
Raleigh Capital Management
North Carolina
– – -9,294 Closed
43 44
45
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