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iShares 1-3 Year Treasury Bond ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.63B 20,028,074 +2,893,771 +17%
Bank of America
2
Bank of America
North Carolina
$1.46B 18,035,075 +3,104,639 +21%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24B 15,255,692 -3,159,357 -17%
AWA
4
Arete Wealth Advisors
Illinois
$900M 11,092 -1,654 -13%
BlackRock
5
BlackRock
New York
$732M 9,019,496 -361,874 -4%
UBS Group
6
UBS Group
Switzerland
$656M 8,080,170 +1,824,751 +29%
Ameriprise
7
Ameriprise
Minnesota
$654M 8,097,210 +446,198 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$641M 7,897,513 -1,145,436 -13%
BL
9
Balentine LLC
Georgia
$638M 7,857,001 -640,024 -8%
US Bancorp
10
US Bancorp
Minnesota
$515M 6,344,861 +911,820 +17%
Wells Fargo
11
Wells Fargo
California
$497M 6,121,737 +617,247 +11%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$432M 5,312,286 +1,641,694 +45%
Truist Financial
13
Truist Financial
North Carolina
$422M 5,203,721 +1,223,057 +31%
LPL Financial
14
LPL Financial
California
$406M 5,000,204 +1,324,396 +36%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$400M 4,923,885 +2,147,593 +77%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$368M 4,533,652 +497,535 +12%
PI
17
PineBridge Investments
New York
$334M 4,113,000 +200,000 +5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$319M 3,934,473 -2,583,343 -40%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$265M 3,262,390 +379,072 +13%
Stifel Financial
20
Stifel Financial
Missouri
$252M 3,105,284 +995,128 +47%
AllianceBernstein
21
AllianceBernstein
Tennessee
$220M 2,715,183 -1,289,587 -32%
RJA
22
Raymond James & Associates
Florida
$216M 2,665,491 +154,911 +6%
AssetMark Inc
23
AssetMark Inc
California
$201M 2,478,355 -9,815,560 -80%
Charles Schwab
24
Charles Schwab
California
$188M 2,320,464 -62,441 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$152M 1,870,485 -316,451 -14%