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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

1,108 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 426 reducing their positions, and 96 closing their positions.

Holders
1,108
Holders Change
+70
Holders Change %
+6.74%
% of All Funds
17.88%
Holding in Top 10
138
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-8%
% of All Funds
2.23%
New
183
Increased
411
Reduced
426
Closed
96
Calls
$27.6M
Puts
$10.7M
Net Calls
+$16.9M
Net Calls Change
+$1.56M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.46B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.63B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$400M
4
UBS Group
4
UBS Group
Switzerland
$656M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$432M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$201M
2
RWM
2
Ritholtz Wealth Management
New York
$111M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$319M
5
B
5
Bailard
California
$861K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$18.1M 222,935 -4,073 -2%
BC
127
Brio Consultants
California
$18.1M 222,386 +29,847 +16%
PI
128
PFS Investments
Georgia
$18M 221,176 -248,331 -53%
MSCM
129
McElhenny Sheffield Capital Management
Texas
$17.8M 219,651 -23,295 -10%
CFC
130
Client First Capital
California
$17.8M 219,462 -126,876 -37%
GSC
131
G&S Capital
Colorado
$17.7M 217,831 +30,259 +16%
GJIC
132
Gamble Jones Investment Counsel
California
$17.5M 216,055 +88,812 +70%
WJA
133
Willis Johnson & Associates
Texas
$17.5M 215,816 +1,203 +0.6%
SPC
134
Sigma Planning Corp
Michigan
$17.4M 213,825 -5,641 -3%
IA
135
IFP Advisors
Florida
$17.3M 208,305 +16,077 +8%
PWM
136
Pacific Wealth Management
California
$17.2M 211,945 +1,063 +0.5%
BWM
137
BerganKDV Wealth Management
Minnesota
$16.9M 208,206 +186,640 +865%
Mariner
138
Mariner
Kansas
$16.9M 207,786 +7,010 +3%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$16.6M 204,926 +19,417 +10%
AFIA
140
America First Investment Advisors
Nebraska
$16.4M 202,510 +167,825 +484%
BHWA
141
Beacon Harbor Wealth Advisors
Virginia
$16.3M 200,357 +200,357 New
AP
142
Atwood & Palmer
Missouri
$16.2M 199,655 +19,475 +11%
KPWG
143
KFA Private Wealth Group
Virginia
$15.5M 191,372 +6,647 +4%
GPWA
144
Great Point Wealth Advisors
Massachusetts
$15.5M 190,495 +23,149 +14%
First Trust Advisors
145
First Trust Advisors
Illinois
$15.4M 190,027 +3,424 +2%
GCA
146
Greenwood Capital Associates
South Carolina
$15.2M 186,818 +46 +0%
JIR
147
James Investment Research
Ohio
$15M 184,893 -14,926 -7%
QC
148
Quent Capital
New York
$15M 184,621 -13,105 -7%
CIM
149
Cambria Investment Management
California
$14.4M 177,572 -140,346 -44%
KFAA
150
Klaas Financial Asset Advisors
Illinois
$14.2M 174,464 +14,307 +9%
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