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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

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

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$638M
2
BlackRock
2
BlackRock
New York
$1.17B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$238M
4
Bank of America
4
Bank of America
North Carolina
$1.35B
5
Charles Schwab
5
Charles Schwab
California
$448M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$138M
2
Ameriprise
2
Ameriprise
Minnesota
$298M
3
UBS Group
3
UBS Group
Switzerland
$488M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
T
1101
TRUADVICE
Florida
– – -13,394 Closed
GPA
1102
Guidance Point Advisors
Massachusetts
– – -11,877 Closed
SCA
1103
STALEY CAPITAL ADVISERS
Pennsylvania
– – -11,525 Closed
CIAS
1104
CFS Investment Advisory Services
New Jersey
– – -9,253 Closed
WP
1105
WealthSource Partners
California
– – -9,050 Closed
B
1106
Barings
North Carolina
– – -8,944 Closed
BFAG
1107
Blackston Financial Advisory Group
Florida
– – -8,895 Closed
DCM
1108
DGS Capital Management
New Jersey
– – -8,752 Closed
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
– – -8,452 Closed
OAM
1110
Occidental Asset Management
California
– – -8,131 Closed
HHGC
1111
Hunting Hill Global Capital
New York
– – -7,500 Closed
CFAM
1112
Coury Firm Asset Management
Pennsylvania
– – -7,384 Closed
TI
1113
Trexquant Investment
Connecticut
– – -7,137 Closed
LWCFA
1114
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -7,080 Closed
LWM
1115
Lyell Wealth Management
California
– – -6,840 Closed
CGFA
1116
Colton Groome Financial Advisors
North Carolina
– – -6,712 Closed
WAG
1117
Wallace Advisory Group
California
– – -6,422 Closed
PFG
1118
PAX Financial Group
Texas
– – -6,397 Closed
S
1119
SimplyRich
California
– – -6,308 Closed
BIP
1120
Blueprint Investment Partners
North Carolina
– – -6,272 Closed
AF
1121
Affiance Financial
Minnesota
– – -6,196 Closed
OWA
1122
Outlook Wealth Advisors
Texas
– – -6,075 Closed
FSA
1123
Fort Sheridan Advisors
Illinois
– – -5,900 Closed
CPSAC
1124
Chas P. Smith & Associates (CPS)
Florida
– – -4,977 Closed
3LCM
1125
3D/L Capital Management
Connecticut
– – -4,878 Closed
43 44
45
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