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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.01B 24,800,146 -732,213 -3%
Morgan Stanley
2
Morgan Stanley
New York
$1.97B 24,291,406 -262,345 -1%
Bank of America
3
Bank of America
North Carolina
$1.35B 16,729,569 +1,132,397 +7%
BlackRock
4
BlackRock
New York
$1.17B 14,499,845 +3,213,510 +28%
BL
5
Balentine LLC
Georgia
$748M 9,242,041 +136,230 +1%
AssetMark Inc
6
AssetMark Inc
California
$638M 7,874,166 +6,751,373 +601%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$499M 6,169,988 +177,201 +3%
UBS Group
8
UBS Group
Switzerland
$488M 6,024,731 -1,366,428 -18%
Wells Fargo
9
Wells Fargo
California
$451M 5,574,052 -78,974 -1%
Charles Schwab
10
Charles Schwab
California
$448M 5,531,456 +939,567 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$445M 5,497,979 -203,640 -4%
LPL Financial
12
LPL Financial
California
$435M 5,371,390 -806,573 -13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$414M 5,114,732 +350,025 +7%
Truist Financial
14
Truist Financial
North Carolina
$400M 4,940,942 -522,401 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$310M 3,831,638 -212,448 -5%
PI
16
PineBridge Investments
New York
$309M 3,813,000 +30,000 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$298M 3,279,519 -1,438,063 -30%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$280M 3,461,578 +21,252 +0.6%
Osaic Holdings
19
Osaic Holdings
Arizona
$238M 2,940,470 +1,185,624 +68%
RJA
20
Raymond James & Associates
Florida
$221M 2,725,865 +482,687 +22%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$215M 2,650,258 -121,083 -4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$189M 2,338,669 -334,558 -13%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$145M 1,790,851 -57,895 -3%
Barclays
24
Barclays
United Kingdom
$138M 1,701,556 -3,336,910 -66%
US Bancorp
25
US Bancorp
Minnesota
$131M 1,618,590 -358,737 -18%