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iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
126
DFPG Investments
Utah
$18.3M +$17.4M +212,268 +1,923%
RSWM
127
Robertson Stephens Wealth Management
California
$17.5M +$17.5M +212,743 New
PCP
128
Proficio Capital Partners
Massachusetts
$17.5M +$9.8M +119,235 +128%
AWM
129
AE Wealth Management
Kansas
$17.2M -$5.23M -63,625 -23%
BHWA
130
Beacon Harbor Wealth Advisors
Virginia
$17.1M +$648K +7,883 +4%
GM
131
GeoWealth Management
Illinois
$17.1M +$16.7M +203,706 +5,280%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$16.9M +$111K +1,349 +0.7%
B
133
Barings
North Carolina
$16.6M -$3.02M -36,738 -15%
AP
134
Atwood & Palmer
Missouri
$16.6M +$164K +2,000 +1%
DAS
135
Dynamic Advisor Solutions
Arizona
$16.5M +$5.98M +72,780 +57%
KPWG
136
KFA Private Wealth Group
Virginia
$16M +$299K +3,636 +2%
KWILP
137
Kiwi Wealth Investments Limited Partnership
New Zealand
$15.9M +$15.9M +193,858 New
Creative Planning
138
Creative Planning
Kansas
$15.6M +$1.89M +22,970 +14%
JIR
139
James Investment Research
Ohio
$15.4M +$251K +3,053 +2%
QC
140
Quent Capital
New York
$15.2M +$65.2K +794 +0.4%
RA
141
Rational Advisors
New York
$15.1M -$5.28M -64,253 -26%
GPWA
142
Great Point Wealth Advisors
Massachusetts
$15.1M -$538K -6,548 -3%
TFA
143
Transamerica Financial Advisors
Florida
$15M +$14.8M +180,171 +9,681%
KFAA
144
Klaas Financial Asset Advisors
Illinois
$14.8M +$477K +5,801 +3%
PMG
145
Private Management Group
California
$14.7M +$1.15M +13,959 +8%
MW
146
MBL Wealth
North Carolina
$14.7M +$4.33M +52,729 +42%
DBT
147
Dubuque Bank & Trust
Iowa
$14.6M +$1.71M +20,863 +13%
DF
148
Donoghue Forlines
Massachusetts
$14.6M +$4.52M +54,975 +45%
RCM
149
Rain Capital Management
Oregon
$14.5M +$6.39M +77,811 +79%
EWM
150
Executive Wealth Management
Michigan
$14.5M +$1.17M +14,266 +9%