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iShares 1-3 Year Treasury Bond ETF

679 hedge funds and large institutions have $10.9B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,073% more call options, than puts

Call options by funds: $320M | Put options by funds: $10.1M

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

1% more funds holding

Funds holding: 675679 (+4)

9.14% less ownership

Funds ownership: 70.93%61.79% (-9.1%)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

25% less capital invested

Capital invested by funds: $14.6B → $10.9B (-$3.67B)

Holders
679
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
14.75%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
1.39%
New
72
Increased
277
Reduced
239
Closed
59
Calls
$320M
Puts
$10.1M
Net Calls
+$310M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
376
Oliver Luxxe Assets
New Jersey
$732K -$4.46K -53 -0.6%
EPA
377
Element Pointe Advisors
Florida
$729K
AMG
378
Asset Management Group
Connecticut
$728K +$2.02K +24 +0.3%
BPWA
379
Beacon Pointe Wealth Advisors
California
$715K +$67.9K +806 +11%
BC
380
Brio Consultants
California
$707K +$264K +3,139 +60%
PFA
381
Pettinga Financial Advisors
Indiana
$702K +$17.3K +206 +3%
VAG
382
VisionPoint Advisory Group
Texas
$698K -$216K -2,563 -24%
RAM
383
Riggs Asset Management
Pennsylvania
$695K -$25K -297 -3%
GCAC
384
Guardian Capital Advisors (Canada)
Ontario, Canada
$668K +$109K +1,300 +20%
SJIC
385
St. James Investment Company
Texas
$667K -$15.2K -180 -2%
JCM
386
Jag Capital Management
Missouri
$663K +$5.05K +60 +0.8%
TIM
387
Tortoise Investment Management
New York
$661K +$152K +1,800 +30%
CAG
388
Crestwood Advisors Group
Massachusetts
$653K -$45.1K -536 -7%
TVWM
389
Tower View Wealth Management
Wisconsin
$647K -$15.4K -183 -2%
OFW
390
Omnia Family Wealth
Florida
$647K +$605K +7,186 +1,622%
IA
391
IFG Advisory
Georgia
$645K +$38.1K +453 +6%
ST
392
Spinnaker Trust
Maine
$642K -$1.09K -13 -0.2%
ST
393
Smithfield Trust
Pennsylvania
$637K +$245K +2,904 +63%
ISL
394
Ingalls & Snyder LLC
New York
$634K +$253K +3,000 +67%
GPA
395
Garrison Point Advisors
California
$623K +$71.6K +850 +13%
AF
396
Advisornet Financial
Minnesota
$616K +$223K +2,653 +57%
HCA
397
Harbour Capital Advisors
Virginia
$613K -$211K -2,500 -26%
OIA
398
OneDigital Investment Advisors
Kansas
$594K +$572K +6,791 +3,249%
WT
399
Whittier Trust
California
$591K +$124K +1,475 +27%
TCM
400
Towercrest Capital Management
Pennsylvania
$590K -$41.6K -494 -7%