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iShares 1-3 Year Treasury Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$14.8M 182,996 -15,541 -8%
AWM
127
Axxcess Wealth Management
California
$14.7M 181,355 +69,337 +62%
WCM
128
Wealthcare Capital Management
Virginia
$14.4M 178,132 +3,322 +2%
IWC
129
Integrated Wealth Concepts
Massachusetts
$14.3M 177,016 -160,290 -48%
VAG
130
VisionPoint Advisory Group
Texas
$14.3M 176,180 +33,365 +23%
SPC
131
Sigma Planning Corp
Michigan
$14.1M 173,980 -24,651 -12%
JIR
132
James Investment Research
Ohio
$14M 172,564 -4,160 -2%
GG
133
GenWealth Group
New Jersey
$13.8M 170,956 +170,956 New
BI
134
Ballast Inc
Kentucky
$13.7M 169,532 +1,179 +0.7%
BG
135
Benedetti & Gucer
Georgia
$13.7M 169,248 +32,307 +24%
AWAU
136
Alliance Wealth Advisors (Utah)
Utah
$13.7M 169,129 +169,129 New
EWM
137
Executive Wealth Management
Michigan
$13.6M 167,953 -3,426 -2%
LG
138
Leuthold Group
Minnesota
$13.5M 166,893 -1,192 -0.7%
DBT
139
Dubuque Bank & Trust
Iowa
$13.4M 165,441 -6,897 -4%
CISOA
140
Capital Investment Services of America
Wisconsin
$13.3M 164,380 -2,175 -1%
OC
141
Oppenheimer & Co
New York
$13.2M 163,267 +10,352 +7%
BMCM
142
Burns Matteson Capital Management
New York
$13.2M 162,414 +122,630 +308%
AWM
143
AE Wealth Management
Kansas
$13.1M 161,709 -41,206 -20%
Jane Street
144
Jane Street
New York
$12.9M 159,501 +117,701 +282%
VCM
145
Vivaldi Capital Management
Illinois
$12.8M 158,570 +11,320 +8%
RC
146
Rovin Capital
Arizona
$12.5M 154,814 +115,127 +290%
AA
147
Acorns Advisers
California
$12.4M 152,828 +6,442 +4%
Envestnet Portfolio Solutions
148
Envestnet Portfolio Solutions
Illinois
$12.1M 149,938 +149,938 New
SAF
149
Smith Anglin Financial
Texas
$12M 148,060 +2,028 +1%
GC
150
Guggenheim Capital
Illinois
$12M 147,969 +21,983 +17%