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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.26B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
–
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.87%
New
50
Increased
120
Reduced
197
Closed
42
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$904K

Top Buyers

1
BlackRock
BlackRock
New York
+$304M
2
MAM
Meeder Asset Management
Ohio
+$29.8M
3
Ameriprise
Ameriprise
Minnesota
+$28.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$18.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$15.3M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$91.1M
2
SEI Investments
SEI Investments
Pennsylvania
-$80.9M
3
Morgan Stanley
Morgan Stanley
New York
-$80.8M
4
Wells Fargo
Wells Fargo
California
-$77.3M
5
AssetMark Inc
AssetMark Inc
California
-$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
326
Destination Wealth Management
California
$279K -$4.57K -54 -2%
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$277K -$35.6K -421 -11%
AWM
328
AllSquare Wealth Management
New York
$275K – – –
IWM
329
Integrated Wealth Management
California
$273K -$23.4K -277 -8%
CHP
330
Cable Hill Partners
Oregon
$271K -$51K -603 -16%
GC
331
Grimes & Company
Massachusetts
$269K -$36.3M -429,295 -99%
SIC
332
Shoker Investment Counsel
Ohio
$266K +$84 +1 +0%
CAM
333
Capstone Asset Management
Texas
$263K +$1.78K +21 +0.7%
Neuberger Berman Group
334
Neuberger Berman Group
New York
$254K +$51.1K +604 +25%
VNA
335
Valley National Advisers
Pennsylvania
$252K – – –
WSFS
336
Wilmington Savings Fund Society
Delaware
$243K – – –
EWM
337
Endurance Wealth Management
Rhode Island
$241K – – –
RFS
338
Rockefeller Financial Services
New York
$240K – – –
T
339
Thomaspartners
Massachusetts
$232K -$5.25K -62 -2%
DBIA
340
Dumont & Blake Investment Advisors
New Jersey
$232K – – –
FC
341
Forte Capital
New York
$232K – – –
CFMC
342
Curbstone Financial Management Corp
New Hampshire
$231K – – –
CWM
343
Cornerstone Wealth Management
Missouri
$228K +$26K +307 +13%
CAM
344
Concorde Asset Management
Michigan
$228K +$228K +2,695 New
FWM
345
FFT Wealth Management
Pennsylvania
$225K -$13.8K -163 -6%
KFA
346
Kelleher Financial Advisors
New York
$224K – – –
IIA
347
IPG Investment Advisors
California
$220K -$84.5K -1,000 -28%
BOS
348
Bingham Osborn & Scarborough
California
$217K – – –
CIA
349
Choate Investment Advisors
Massachusetts
$215K -$5.07K -60 -2%
BWM
350
BerganKDV Wealth Management
Minnesota
$208K +$208K +2,462 New
12 13
14
15 16