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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 %
CISOA
151
Capital Investment Services of America
Wisconsin
$14.1M 173,795 -34,874 -17%
NA
152
Navellier & Associates
Nevada
$13.9M 170,892 -9,519 -5%
WCM
153
Wealthcare Capital Management
Virginia
$13.6M 167,284 +24,130 +17%
Creative Planning
154
Creative Planning
Kansas
$13.6M 167,093 -9,971 -6%
PMG
155
Private Management Group
California
$13.4M 165,016 +155,952 +1,721%
JWA
156
JFS Wealth Advisors
Pennsylvania
$13.3M 163,726 +17,439 +12%
PAG
157
Private Advisor Group
New Jersey
$13.2M 442,781 +20,378 +5%
EWM
158
Executive Wealth Management
Michigan
$13.2M 162,057 +156,199 +2,666%
EA
159
Efficient Advisors
Ohio
$13.1M 161,801 -195,427 -55%
VAG
160
VisionPoint Advisory Group
Texas
$12.9M 159,116 +93,108 +141%
DBT
161
Dubuque Bank & Trust
Iowa
$12.7M 156,422 +5,713 +4%
BRWA
162
B. Riley Wealth Advisors
Florida
$12.7M 156,311 +14,773 +10%
CWM
163
Chicago Wealth Management
Illinois
$12.7M 156,102 +21,196 +16%
CFGS
164
Concourse Financial Group Securities
Alabama
$12.6M 155,207 -25,699 -14%
GCM
165
G2 Capital Management
Ohio
$12.6M 154,809 +131,954 +577%
DRS
166
Deane Retirement Strategies
Louisiana
$12.5M 154,077 +152,670 +10,851%
Financial Engines Advisors
167
Financial Engines Advisors
California
$12.4M 153,120 +102,959 +205%
GT
168
Glenview Trust
Kentucky
$12.4M 152,217 -23,075 -13%
CT
169
Cambridge Trust
Massachusetts
$12.3M 151,391 +26,483 +21%
SC
170
Scotia Capital
Ontario, Canada
$12.1M 149,179 -29,842 -17%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$12.1M 148,956 +71,065 +91%
Allianz Asset Management
172
Allianz Asset Management
Germany
$12M 147,680 -184,700 -56%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$11.8M 145,376 -99,653 -41%
BIP
174
Bouvel Investment Partners
Pennsylvania
$11.8M 145,329 -430 -0.3%
PAS
175
Park Avenue Securities
New York
$11.6M 142,356 +40,115 +39%
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