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iShares 1-3 Year Treasury Bond ETF

1,038 hedge funds and large institutions have $21B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 403 increasing their positions, 383 reducing their positions, and 84 closing their positions.

Holders
1,038
Holders Change
+46
Holders Change %
+4.64%
% of All Funds
17.95%
Holding in Top 10
150
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.94%
% of All Funds
2.59%
New
140
Increased
403
Reduced
383
Closed
84
Calls
$34.2M
Puts
$18.8M
Net Calls
+$15.4M
Net Calls Change
+$17.7M
Name Market Value Shares Shares
Change
Shares
Change %
OC
176
Oppenheimer & Co
New York
$11.8M 145,477 +5,089 +4%
FEM
177
Fulcrum Equity Management
Texas
$11.8M 145,248 +145,248 New
WCM
178
Wealthcare Capital Management
Virginia
$11.6M 143,154 +108,104 +308%
BRWA
179
B. Riley Wealth Advisors
Florida
$11.5M 141,538 +95,658 +208%
SFG
180
SevenBridge Financial Group
Pennsylvania
$11.2M 137,360 +122,943 +853%
HCM
181
Highview Capital Management
Illinois
$11.1M 136,689 +12,879 +10%
EIP
182
Easterly Investment Partners
Massachusetts
$11M 135,420
CWM
183
Chicago Wealth Management
Illinois
$11M 134,906 +134,906 New
GC
184
Guggenheim Capital
Illinois
$10.7M 132,165 -7,882 -6%
DWM
185
Dakota Wealth Management
Florida
$10.6M 130,985 +61,546 +89%
Fisher Asset Management
186
Fisher Asset Management
Washington
$10.4M 128,651 -2,764 -2%
SFS
187
Starfox Financial Services
Texas
$10.4M 128,116 -1,505 -1%
GJIC
188
Gamble Jones Investment Counsel
California
$10.3M 127,243 +7,950 +7%
IFS
189
Ifrah Financial Services
Arkansas
$10.3M 127,227 -3,752 -3%
JWM
190
Jackson Wealth Management
Florida
$10.3M 127,177 +63,140 +99%
HH
191
Hilltop Holdings
Texas
$10.3M 126,226 +30,877 +32%
SFP
192
Shepherd Financial Partners
Massachusetts
$10.2M 125,925 +27,657 +28%
CT
193
Cambridge Trust
Massachusetts
$10.1M 124,908 +18,066 +17%
SWRP
194
Summit Wealth & Retirement Planning
California
$10M 123,445 +118,729 +2,518%
AG
195
Ascent Group
Virginia
$9.93M 122,552 +9,198 +8%
IWS
196
Insight Wealth Strategies
California
$9.89M 119,449
BTI
197
Blue Trust Inc
Georgia
$9.67M 116,849 -18,921 -14%
CG
198
Colony Group
Massachusetts
$9.64M 118,710 +32,673 +38%
MW
199
MBL Wealth
North Carolina
$9.64M 118,643 +14,894 +14%
LIM
200
Leavell Investment Management
Alabama
$9.63M 118,517 -10,648 -8%