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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 %
WPC
276
White Pine Capital
Minnesota
$3.16M +$5.37K +62 +0.2%
EGA
277
Eagle Global Advisors
Texas
$3.15M +$81.1K +936 +3%
TNBTD
278
Trustmark National Bank Trust Department
Mississippi
$3.12M +$475K +5,477 +18%
OFG
279
OmniStar Financial Group
North Carolina
$3.09M +$966K +11,145 +46%
ZF
280
Zhang Financial
Michigan
$3.07M +$116K +1,336 +4%
WIA
281
World Investment Advisors
California
$3.04M -$521K -6,014 -15%
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$1.43M +16,451 +89%
Deutsche Bank
283
Deutsche Bank
Germany
$2.97M -$4.35M -50,155 -59%
SCA
284
STALEY CAPITAL ADVISERS
Pennsylvania
$2.94M – – –
AIS
285
American Investment Services
Massachusetts
$2.93M -$11.6M -134,281 -80%
HIA
286
Harbor Investment Advisory
Maryland
$2.89M +$161K +1,860 +6%
DBT
287
Dubuque Bank & Trust
Iowa
$2.88M +$1.1M +12,712 +62%
BRWM
288
B. Riley Wealth Management
Tennessee
$2.82M +$1.17M +13,532 +71%
WDL
289
Well Done LLC
Michigan
$2.78M +$2.4M +27,674 +629%
WA
290
WESPAC Advisors
California
$2.76M +$86.7K +1,000 +3%
LWAC
291
Laurel Wealth Advisors (California)
California
$2.75M +$2.54M +29,312 +1,190%
FHB
292
First Hawaiian Bank
Hawaii
$2.72M +$91.3K +1,053 +3%
CCM
293
Canal Capital Management
Virginia
$2.67M +$2.32M +26,798 +670%
WI
294
WrapManager Inc
California
$2.66M +$2.66M +30,684 New
WCM
295
Wealthcare Capital Management
Virginia
$2.65M +$652K +7,523 +33%
SFG
296
SevenBridge Financial Group
Pennsylvania
$2.63M +$54.6K +630 +2%
HFS
297
Howard Financial Services
Texas
$2.63M -$1.73M -19,992 -40%
Luther King Capital Management (LKCM)
298
Luther King Capital Management (LKCM)
Texas
$2.63M -$2.56M – –
SFSIG
299
San Francisco Sentry Investment Group
California
$2.59M +$685K +7,908 +36%
IFO
300
Independent Family Office
New York
$2.57M -$30.8K -355 -1%
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