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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

534 hedge funds and large institutions have $7.84B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 194 increasing their positions, 191 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
12.24%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.85%
New
57
Increased
194
Reduced
191
Closed
39
Calls
$42.7M
Puts
$251M
Net Calls
-$209M
Net Calls Change
+$631M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$971M
2
BlackRock
BlackRock
New York
+$217M
3
Bank of America
Bank of America
North Carolina
+$214M
4
MLM
Mount Lucas Management
Pennsylvania
+$119M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$106M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$70.7M
2
VA
Valmark Advisers
Ohio
-$48.7M
3
DF
Donoghue Forlines
Massachusetts
-$28.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28M
5
ACM
AlphaStar Capital Management
North Carolina
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
326
Greenleaf Trust
Michigan
$499K +$499K +5,985 New
ACI
327
Alpha Cubed Investments
California
$497K -$223K -2,676 -31%
BFO
328
Biltmore Family Office
North Carolina
$495K +$495K +5,940 New
BFPW
329
BOK Financial Private Wealth
Colorado
$490K +$490K +5,872 New
CWM
330
Calamos Wealth Management
Illinois
$487K +$197K +2,366 +68%
BPC
331
Banque Pictet & Cie
Switzerland
$479K +$479K +5,745 New
CA
332
Commerzbank Aktiengesellschaft
Germany
$475K +$200K +2,400 +73%
DRS
333
Deane Retirement Strategies
Louisiana
$470K +$167 +2 +0%
FHC
334
First Heartland Consultants
Missouri
$466K -$33.9K -407 -7%
SWM
335
Sanctuary Wealth Management
Idaho
$464K -$250K -3,000 -35%
LP
336
LGL Partners
Pennsylvania
$459K -$315K -3,784 -41%
PWAG
337
Polaris Wealth Advisory Group
California
$459K -$13.8K -165 -3%
GA
338
GFS Advisors
Texas
$458K +$458K +5,490 New
CFMC
339
Curbstone Financial Management Corp
New Hampshire
$456K -$100K -1,200 -18%
FBC
340
Fairfield, Bush & Co
Connecticut
$454K – – –
PA
341
Pinnacle Associates
New York
$453K +$35K +420 +8%
BSAM
342
Blue Sky Asset Management
Colorado
$451K +$451K +5,412 New
Franklin Resources
343
Franklin Resources
California
$450K +$55K +660 +14%
AF
344
Arrow Financial
New York
$449K -$91.9K -1,100 -17%
LSAG
345
Lake Street Advisors Group
New Hampshire
$445K -$813K -9,737 -65%
AIM
346
Acropolis Investment Management
Missouri
$444K – – –
SRSA
347
S.R. Schill & Associates
Washington
$441K +$31.1K +373 +8%
PBO
348
Peoples Bank (Ohio)
Ohio
$440K – – –
MIC
349
Meridian Investment Counsel
California
$434K – – –
SGAM
350
Stephens Group Asset Management
Arkansas
$430K +$61.7K +741 +17%
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