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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 %
CWA
126
Core Wealth Advisors
Florida
$15.2M 187,210 +50,927 +37%
MW
127
MBL Wealth
North Carolina
$15.2M 187,004 +8,302 +5%
KFAA
128
Klaas Financial Asset Advisors
Illinois
$14.9M 183,943 +3,678 +2%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$14.7M 180,807 +166,007 +1,122%
WWM
130
WJ Wealth Management
Arizona
$14.5M 178,928 +34,222 +24%
JIR
131
James Investment Research
Ohio
$14.3M 176,724 -11,222 -6%
JWA
132
JFS Wealth Advisors
Pennsylvania
$14.3M 176,269 +4,771 +3%
WCM
133
Wealthcare Capital Management
Virginia
$14.2M 174,810 +4,767 +3%
DBT
134
Dubuque Bank & Trust
Iowa
$14M 172,338 -4,947 -3%
EWM
135
Executive Wealth Management
Michigan
$13.9M 171,379 -4,944 -3%
AWS
136
Atria Wealth Solutions
New York
$13.9M 170,854 +3,463 +2%
BI
137
Ballast Inc
Kentucky
$13.7M 168,353 +1,076 +0.6%
LG
138
Leuthold Group
Minnesota
$13.6M 168,085 +23,110 +16%
CISOA
139
Capital Investment Services of America
Wisconsin
$13.5M 166,555 -2,355 -1%
MLM
140
Mount Lucas Management
Pennsylvania
$13.5M 166,334 -256,068 -61%
PWM
141
Perigon Wealth Management
California
$13.3M 164,304 +43,366 +36%
Mirae Asset Global Investments
142
Mirae Asset Global Investments
South Korea
$13.2M 162,756 +15,750 +11%
AFA
143
Atlas Financial Advisors
California
$13M 160,218 +160,218 New
PMG
144
Private Management Group
California
$12.9M 159,374 -19,601 -11%
MSWMA
145
Market Street Wealth Management Advisors
Indiana
$12.8M 158,114 +28,086 +22%
LF
146
Lee Financial
Texas
$12.8M 158,019 -141,377 -47%
OIA
147
OneDigital Investment Advisors
Kansas
$12.8M 157,956 -108,313 -41%
SMFG
148
Sumitomo Mitsui Financial Group
Japan
$12.6M 154,867 +6,896 +5%
BW
149
Bison Wealth
Georgia
$12.4M 153,512 +153,512 New
OC
150
Oppenheimer & Co
New York
$12.4M 152,915 +3,081 +2%
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