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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

686 hedge funds and large institutions have $10.8B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+7
Holders Change %
+1.03%
% of All Funds
15.07%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.54%
New
77
Increased
271
Reduced
227
Closed
66
Calls
$31.4M
Puts
$475M
Net Calls
-$444M
Net Calls Change
-$754M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$57.4M
2
Wells Fargo
Wells Fargo
California
+$45.7M
3
AssetMark Inc
AssetMark Inc
California
+$43.1M
4
UBS Group
UBS Group
Switzerland
+$36.8M
5
Morgan Stanley
Morgan Stanley
New York
+$31.9M

Top Sellers

1
Jane Street
Jane Street
New York
-$182M
2
UCFA
United Capital Financial Advisors
Texas
-$103M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$98.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$68.9M
5
HCM
Howard Capital Management
Georgia
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
251
Leuthold Group
Minnesota
$2.58M +$709K +8,362 +38%
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$2.54M -$2.58M – –
DWM
253
Darwin Wealth Management
Florida
$2.54M -$98.8K -1,165 -4%
MWC
254
MKD Wealth Coaches
Michigan
$2.54M +$37.9K +447 +2%
PIMG
255
Patriot Investment Management Group
Tennessee
$2.53M – – –
SFA
256
Semmax Financial Advisors
North Carolina
$2.51M -$602K -7,094 -19%
EWF
257
Epstein & White Financial
California
$2.49M +$2.49M +29,327 New
PCM
258
Pointe Capital Management
Michigan
$2.48M +$233K +2,745 +10%
NFG
259
Next Financial Group
Texas
$2.47M -$1.32M -15,566 -35%
GLA
260
Good Life Advisors
Pennsylvania
$2.43M +$1.38M +16,305 +133%
Renaissance Technologies
261
Renaissance Technologies
New York
$2.29M -$1.98M -23,366 -46%
CCA
262
Checchi Capital Advisers
California
$2.28M +$175K +2,065 +8%
AA
263
Alesco Advisors
New York
$2.26M -$1.32M -15,583 -37%
LFAS
264
Level Four Advisory Services
Texas
$2.24M +$695K +8,190 +45%
MCP
265
Martin Capital Partners
Oregon
$2.22M +$77.2K +910 +4%
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.2M +$304K +3,583 +16%
OCM
267
Orser Capital Management
Texas
$2.18M – – –
FFS
268
Founders Financial Securities
Maryland
$2.14M +$91.7K +1,081 +4%
AWA
269
Arete Wealth Advisors
Illinois
$2.12M +$92.2K +1,087 +5%
EGA
270
Eagle Global Advisors
Texas
$2.1M +$2.1M +24,773 New
SFG
271
SevenBridge Financial Group
Pennsylvania
$2.1M +$2.1M +24,715 New
RFO
272
RiverGlades Family Offices
Florida
$2.05M – – –
AA
273
Ancora Advisors
Ohio
$2.02M +$768K +9,059 +61%
PA
274
Probity Advisors
Texas
$2.01M -$33K -389 -2%
OFW
275
Omnia Family Wealth
Florida
$2M +$1.35M +15,924 +209%
9 10
11
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