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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

418 hedge funds and large institutions have $5.89B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 164 reducing their positions, and 26 closing their positions.

Holders
418
Holders Change
+9
Holders Change %
+2.2%
% of All Funds
11.17%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.91%
New
41
Increased
135
Reduced
164
Closed
26
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
+$264K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$492M
2
HIM
2
Hanlon Investment Management
New Jersey
$302M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
AssetMark Inc
4
AssetMark Inc
California
$103M
5
BG
5
BlackRock Group
United Kingdom
$30M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$391M
2
MLM
2
Mount Lucas Management
Pennsylvania
$37.5M
3
UBS Group
3
UBS Group
Switzerland
$320M
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
301
Wintrust Investments
Illinois
$332K 3,900 +3,900 New
FPCP
302
Fort Point Capital Partners
California
$329K 3,872 -7,034 -64%
EWM
303
Evercore Wealth Management
New York
$323K 3,795 -2,613 -41%
BA
304
Boston Advisors
Massachusetts
$323K 3,800 -2,300 -38%
LTI
305
Laffer Tengler Investments
Tennessee
$315K 3,707 – –
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$306K 3,593 -161 -4%
TF
307
Tompkins Financial
New York
$306K 3,601 – –
CL
308
Choreo LLC
Illinois
$301K 3,536 – –
CHP
309
Cable Hill Partners
Oregon
$287K 3,382 +3,382 New
AIS
310
Accurate Investment Solutions
Pennsylvania
$281K 3,309 -801 -19%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$279K 3,275 – –
AWM
312
AllSquare Wealth Management
New York
$276K 3,250 – –
AAM
313
American Asset Management
Florida
$272K 3,198 -13 -0.4%
DWM
314
Destination Wealth Management
California
$272K 3,204 +3,204 New
BWAM
315
Boyd Watterson Asset Management
Ohio
$271K 3,187 -2,436 -43%
CAM
316
Capstone Asset Management
Texas
$271K 3,187 -55 -2%
VWM
317
Venturi Wealth Management
Texas
$257K 3,020 – –
CWM
318
Cornerstone Wealth Management
Missouri
$256K 3,015 +3,015 New
VNA
319
Valley National Advisers
Pennsylvania
$254K 2,987 -1,640 -35%
SIC
320
Shoker Investment Counsel
Ohio
$253K 2,978 – –
PA
321
Pinnacle Associates
New York
$251K 2,954 -10 -0.3%
WI
322
WrapManager Inc
California
$247K 2,910 -386 -12%
GC
323
Grimes & Company
Massachusetts
$244K 2,875 -428,578 -99%
WSFS
324
Wilmington Savings Fund Society
Delaware
$244K 2,873 -135 -4%
EWM
325
Endurance Wealth Management
Rhode Island
$242K 2,852 – –
11 12
13
14 15