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iShares 1-3 Year Treasury Bond ETF

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.74%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.07B 25,532,359 +10,066,797 +65%
Morgan Stanley
2
Morgan Stanley
New York
$1.99B 24,553,751 -3,695,751 -13%
Bank of America
3
Bank of America
North Carolina
$1.26B 15,597,172 -159,958 -1%
BlackRock
4
BlackRock
New York
$915M 11,286,335 +408,702 +4%
BL
5
Balentine LLC
Georgia
$738M 9,105,811 +50,292 +0.6%
UBS Group
6
UBS Group
Switzerland
$599M 7,391,159 -544,950 -7%
LPL Financial
7
LPL Financial
California
$501M 6,177,963 -42,982 -0.7%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$488M 5,992,787 +381,183 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$462M 5,701,619 -1,437,700 -20%
Wells Fargo
10
Wells Fargo
California
$458M 5,653,026 -210,917 -4%
Truist Financial
11
Truist Financial
North Carolina
$443M 5,463,343 -335,503 -6%
Barclays
12
Barclays
United Kingdom
$409M 5,038,466 +2,685,922 +114%
Ameriprise
13
Ameriprise
Minnesota
$389M 4,717,582 -886,106 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$386M 4,764,707 +85,888 +2%
Charles Schwab
15
Charles Schwab
California
$372M 4,591,889 +2,310,537 +101%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$328M 4,044,086 -162,469 -4%
PI
17
PineBridge Investments
New York
$307M 3,783,000 -480,000 -11%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$279M 3,440,326 -108,115 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$225M 2,771,341 +2,320,147 +514%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$217M 2,673,227 -365,405 -12%
RJA
21
Raymond James & Associates
Florida
$182M 2,243,178 -343,628 -13%
Stifel Financial
22
Stifel Financial
Missouri
$168M 2,068,099 -520,076 -20%
US Bancorp
23
US Bancorp
Minnesota
$160M 1,977,327 -893,889 -31%
PWPCM
24
Perella Weinberg Partners Capital Management
New York
$150M 1,848,746 -103,615 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$142M 1,754,846 -599,849 -25%