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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

803 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
17.74%
Holding in Top 10
125
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+58.23%
% of All Funds
2.76%
New
135
Increased
325
Reduced
254
Closed
82
Calls
$36M
Puts
$164M
Net Calls
-$128M
Net Calls Change
+$382M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$459M
2
Morgan Stanley
Morgan Stanley
New York
+$422M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$383M
4
MLM
Mount Lucas Management
Pennsylvania
+$283M
5
UCFA
United Capital Financial Advisors
Texas
+$177M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
RBA
Richard Bernstein Advisors
New York
-$128M
3
LPL Financial
LPL Financial
California
-$60.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.8M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
251
Kingsview Wealth Management
Oregon
$3.69M +$3.69M +42,555 New
SS
252
Sunbelt Securities
Texas
$3.63M +$3.23M +37,733 +810%
SCM
253
Stordahl Capital Management
Colorado
$3.61M -$796K -9,187 -18%
TFA
254
Tobias Financial Advisors
Florida
$3.58M +$3.58M +41,300 New
HWM
255
HighMark Wealth Management
Minnesota
$3.53M +$147K +1,698 +4%
LFAS
256
Level Four Advisory Services
Texas
$3.51M +$727K +8,397 +26%
M&T Bank
257
M&T Bank
New York
$3.51M +$3.51M +40,449 New
WANY
258
Wealthspire Advisors (New York)
New York
$3.48M +$177K +2,048 +5%
EDRH
259
Edmond de Rothschild Holding
Switzerland
$3.47M +$3.37M +38,892 +3,310%
DWM
260
Darwin Wealth Management
Florida
$3.43M +$826K +9,538 +32%
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.39M +$3.39M +39,068 New
FFC
262
Fure Financial Corporation
Minnesota
$3.36M +$417K +4,810 +14%
SWM
263
SigFig Wealth Management
California
$3.36M -$385K -4,445 -10%
BSW
264
Buckingham Strategic Wealth
Missouri
$3.35M -$1.89M -21,779 -36%
BC
265
Burleson & Co
California
$3.34M -$2.05M -23,651 -38%
UIA
266
UBP Investment Advisors
Switzerland
$3.28M -$423K -4,877 -11%
CB
267
Commerce Bank
Missouri
$3.27M -$2.05M -23,628 -38%
RAM
268
Riggs Asset Management
Pennsylvania
$3.25M -$879K -10,145 -21%
HB
269
Homrich & Berg
Georgia
$3.24M +$2.83M +32,674 +690%
PAM
270
Peak Asset Management
Colorado
$3.24M +$552K +6,369 +21%
DWA
271
Dorsey Wright & Associates
California
$3.22M +$3.22M +37,112 New
KWMG
272
King Wealth Management Group
Florida
$3.2M -$5.11K -59 -0.2%
MA
273
Mutual Advisors
Nebraska
$3.19M +$136K +1,566 +4%
SW
274
SVB Wealth
Massachusetts
$3.19M -$1.57M -18,079 -33%
SWP
275
Strategic Wealth Partners
Ohio
$3.18M – – –
9 10
11
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