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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 %
KAS
151
Kestra Advisory Services
Texas
$11.9M 146,723 -2,833 -2%
AWM
152
Angeles Wealth Management
California
$11.9M 146,515 -1,815 -1%
ACA
153
Atlas Capital Advisors
Wyoming
$11.7M 144,945 +716 +0.5%
IAN
154
Integrated Advisors Network
Texas
$11.7M 144,173 +8,009 +6%
CFG
155
Carr Financial Group
Massachusetts
$11.4M 140,040 +61,915 +79%
SWM
156
Sanctuary Wealth Management
Idaho
$11.3M 140,097 +140,097 New
SR
157
Syntax Research
Florida
$11.3M 139,911 +139,911 New
SFS
158
Starfox Financial Services
Texas
$11.3M 138,909 +6,582 +5%
AA
159
Argent Advisors
Louisiana
$11.3M 139,305 +948 +0.7%
LHWM
160
Lake Hills Wealth Management
Texas
$11.1M 136,907 +105,776 +340%
OIA
161
OneDigital Investment Advisors
Kansas
$11.1M 136,708 -21,248 -13%
Fisher Asset Management
162
Fisher Asset Management
Washington
$11M 136,377 +10,061 +8%
WWM
163
WJ Wealth Management
Arizona
$10.9M 135,015 -43,913 -25%
PL
164
Parkwood LLC
Ohio
$10.9M 135,000 +40,000 +42%
PWAG
165
Polaris Wealth Advisory Group
California
$10.8M 133,795 +133,795 New
VHAM
166
Van Hulzen Asset Management
California
$10.8M 133,653 +296 +0.2%
MGAM
167
McGowan Group Asset Management
Texas
$10.8M 133,201 +117,252 +735%
CWM
168
Cabot Wealth Management
Massachusetts
$10.7M 132,362 +845 +0.6%
BWA
169
Beam Wealth Advisors
Louisiana
$10.6M 130,595 +1,741 +1%
AI
170
Atria Investments
North Carolina
$10.5M 130,096 +63,987 +97%
PWM
171
Perigon Wealth Management
California
$10.5M 130,094 -34,210 -21%
Lido Advisors
172
Lido Advisors
California
$10.5M 129,771 +115,946 +839%
GCA
173
Greenwood Capital Associates
South Carolina
$10.5M 129,602 +1,273 +1%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$10.4M 128,928 +16,208 +14%
ICG
175
InterOcean Capital Group
Tennessee
$10.4M 128,692 +97,738 +316%