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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 %
NA
151
NewEdge Advisors
Louisiana
$14.4M -$492K -5,984 -3%
JWA
152
JFS Wealth Advisors
Pennsylvania
$14.1M +$639K +7,772 +5%
WCM
153
Wealthcare Capital Management
Virginia
$14M +$227K +2,759 +2%
CISOA
154
Capital Investment Services of America
Wisconsin
$13.9M -$401K -4,885 -3%
AWS
155
Atria Wealth Solutions
New York
$13.8M +$4.61M +56,147 +50%
BI
156
Ballast Inc
Kentucky
$13.7M +$6.32M +76,891 +85%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$13.4M +$1.19M +14,445 +10%
KAS
158
Kestra Advisory Services
Texas
$13.4M -$13.9M -169,655 -51%
GSWM
159
Greenup Street Wealth Management
Michigan
$13.4M +$13.4M +162,882 New
BMCM
160
Burns Matteson Capital Management
New York
$13.3M +$9.63M +117,218 +266%
VCM
161
Vivaldi Capital Management
Illinois
$12.8M +$9.32M +113,444 +269%
AWAU
162
Alliance Wealth Advisors (Utah)
Utah
$12.7M +$12.3M +149,430 +3,124%
EA
163
Efficient Advisors
Ohio
$12.6M -$676K -8,227 -5%
CT
164
Cambridge Trust
Massachusetts
$12.5M +$45.3K +551 +0.4%
IWC
165
Integrated Wealth Concepts
Massachusetts
$12.3M +$9.21M +112,112 +296%
OC
166
Oppenheimer & Co
New York
$12.3M +$2.09M +25,455 +20%
SMFG
167
Sumitomo Mitsui Financial Group
Japan
$12.2M +$1.86M +22,585 +18%
VAG
168
VisionPoint Advisory Group
Texas
$12.2M -$957K -11,607 -7%
CIM
169
Cambria Investment Management
California
$12.1M -$2.46M -29,919 -17%
AI
170
Atria Investments
North Carolina
$12.1M +$6.75M +82,117 +126%
Mirae Asset Global Investments
171
Mirae Asset Global Investments
South Korea
$12.1M -$7.11M -86,540 -37%
SAF
172
Smith Anglin Financial
Texas
$12M +$11.8M +143,693 +5,287%
LG
173
Leuthold Group
Minnesota
$11.9M +$2.12M +25,780 +22%
WWM
174
WJ Wealth Management
Arizona
$11.9M +$11.7M +141,906 +5,068%
GT
175
Glenview Trust
Kentucky
$11.9M -$620K -7,548 -5%