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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 %
BAM
376
Brave Asset Management
New Jersey
$1.44M -$5.98K -69 -0.4%
CWA
377
Clarus Wealth Advisors
Arizona
$1.42M +$443K +5,115 +46%
CISOA
378
Capital Investment Services of America
Wisconsin
$1.41M – – –
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$1.41M +$28.7K +331 +2%
AGA
380
Arkos Global Advisors
Texas
$1.4M +$250K +2,888 +22%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$1.4M +$411K +4,746 +42%
PA
382
PFG Advisors
Arizona
$1.4M +$1.4M +16,108 New
DWM
383
Dakota Wealth Management
Florida
$1.4M +$172K +1,983 +14%
HPC
384
HM Payson & Co
Maine
$1.39M -$19.8K -229 -1%
WU
385
Wealthsimple US
New York
$1.34M +$1.34M +15,430 New
IFA
386
Interactive Financial Advisors
Illinois
$1.33M +$123K +1,421 +10%
FWIA
387
Fort Washington Investment Advisors
Ohio
$1.32M – – –
CG
388
Colony Group
Massachusetts
$1.31M – – –
BWM
389
BerganKDV Wealth Management
Minnesota
$1.27M -$565K -6,514 -31%
VCM
390
Virtue Capital Management
Tennessee
$1.26M -$82.8K -955 -6%
IHL
391
Investment House LLC
California
$1.26M +$129K +1,491 +11%
AIC
392
Ameritas Investment Company
Nebraska
$1.25M +$1.19M +13,744 +1,904%
GIM
393
Goelzer Investment Management
Indiana
$1.25M -$250K -2,880 -17%
SAM
394
Strategy Asset Managers
California
$1.21M +$365K +4,211 +43%
HW
395
Hancock Whitney
Mississippi
$1.21M -$820K -9,461 -40%
PCIG
396
Partners Capital Investment Group
Massachusetts
$1.21M +$258K +2,982 +27%
ECM
397
ETrade Capital Management
Virginia
$1.18M +$378K +4,364 +47%
CM
398
Cornerstone Management
Georgia
$1.17M +$263K +3,033 +29%
SJIC
399
St. James Investment Company
Texas
$1.16M +$499K +5,760 +76%
1WA
400
180 Wealth Advisors
Washington
$1.15M -$20.3K -234 -2%
14 15
16
17 18