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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.5B 18,415,049 +3,259,505 +22%
Morgan Stanley
2
Morgan Stanley
New York
$1.39B 17,134,303 -4,057,367 -19%
Bank of America
3
Bank of America
North Carolina
$1.21B 14,930,436 -1,424,009 -9%
AssetMark Inc
4
AssetMark Inc
California
$998M 12,293,915 -2,585,002 -17%
BlackRock
5
BlackRock
New York
$762M 9,381,370 +193,275 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$734M 9,042,949 +395,026 +5%
BL
7
Balentine LLC
Georgia
$690M 8,497,025 +8,497,025 New
Ameriprise
8
Ameriprise
Minnesota
$622M 7,651,012 -627,248 -8%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$529M 6,517,816 +874,131 +15%
UBS Group
10
UBS Group
Switzerland
$508M 6,255,419 -116,473 -2%
Wells Fargo
11
Wells Fargo
California
$447M 5,504,490 +819,602 +17%
US Bancorp
12
US Bancorp
Minnesota
$441M 5,433,041 +1,990,350 +58%
RWM
13
Ritholtz Wealth Management
New York
$371M 4,563,961 +49,363 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$328M 4,036,117 +2,089,239 +107%
AllianceBernstein
15
AllianceBernstein
Tennessee
$325M 4,004,770 +355,551 +10%
Truist Financial
16
Truist Financial
North Carolina
$323M 3,980,664 +956,339 +32%
PI
17
PineBridge Investments
New York
$318M 3,913,000 -330,000 -8%
LPL Financial
18
LPL Financial
California
$299M 3,675,808 +599,332 +19%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$234M 2,883,318 +1,107,356 +62%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$225M 2,776,292 +391,067 +16%
RJA
21
Raymond James & Associates
Florida
$204M 2,510,580 +764,490 +44%
Charles Schwab
22
Charles Schwab
California
$194M 2,382,905 -46,132 -2%
CWP
23
Capital Wealth Planning
Florida
$187M 2,300,674 +2,275,780 +9,142%
Osaic Holdings
24
Osaic Holdings
Arizona
$178M 2,186,936 -98,197 -4%
Stifel Financial
25
Stifel Financial
Missouri
$171M 2,110,156 -92,578 -4%