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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 %
FA
1126
FDx Advisors
Illinois
– – -8,154 Closed
MPM
1127
MBB Public Markets
Illinois
– – -8,000 Closed
AWM
1128
Accurate Wealth Management
Florida
– – -7,616 Closed
B
1129
Bailard
California
– – -7,455 Closed
MWPCG
1130
Measured Wealth Private Client Group
New Hampshire
– – -6,642 Closed
RFO
1131
RiverGlades Family Offices
Florida
– – -6,050 Closed
LMKC
1132
L.M. Kohn & Company
Ohio
– – -5,494 Closed
SIM
1133
SSI Investment Management
California
– – -5,277 Closed
MHS
1134
M Holdings Securities
Oregon
– – -5,172 Closed
CFO
1135
CVA Family Office
Colorado
– – -5,141 Closed
W
1136
WorthPointe
California
– – -5,118 Closed
LSA
1137
Lion Street Advisors
Texas
– – -4,955 Closed
WIM
1138
WealthPlan Investment Management
Nebraska
– – -4,931 Closed
FA
1139
Fermata Advisors
California
– – -4,644 Closed
ACA
1140
Affinity Capital Advisors
California
– – -4,591 Closed
LWA
1141
Lineweaver Wealth Advisors
Ohio
– – -4,588 Closed
LAM
1142
LifePro Asset Management
California
– – -4,577 Closed
GWP
1143
Gateway Wealth Partners
Wisconsin
– – -4,576 Closed
AAS
1144
Ameritas Advisory Services
Nebraska
– – -4,088 Closed
LG
1145
Lane Generational
Massachusetts
– – -3,676 Closed
FNB
1146
Farmers National Bank
Kentucky
– – -3,602 Closed
CIA
1147
Cascade Investment Advisors
Oregon
– – -3,450 Closed
FHC
1148
First Heartland Consultants
Missouri
– – -3,348 Closed
LT
1149
Legacy Trust
Michigan
– – -3,250 Closed
PFA
1150
Petra Financial Advisors
Colorado
– – -3,200 Closed
44 45
46
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