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iShares 1-3 Year Treasury Bond ETF

686 hedge funds and large institutions have $10.8B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+7
Holders Change %
+1.03%
% of All Funds
15.07%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.54%
New
77
Increased
271
Reduced
227
Closed
66
Calls
$31.4M
Puts
$475M
Net Calls
-$444M
Net Calls Change
-$754M
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
401
Asset Management Group
Connecticut
$706K -$22.9K -270 -3%
DIM
402
Delta Investment Management
California
$704K +$704K +8,310 New
SFG
403
Summit Financial Group
West Virginia
$700K -$270K -3,180 -28%
SGAM
404
Stephens Group Asset Management
Arkansas
$696K +$178K +2,098 +34%
AAS
405
Avantax Advisory Services
Texas
$696K +$268K +3,155 +63%
TI
406
TTP Investments
California
$688K +$688K +8,111 New
CAG
407
Crestwood Advisors Group
Massachusetts
$681K +$28.2K +333 +4%
VAG
408
VisionPoint Advisory Group
Texas
$676K -$24.1K -284 -3%
WIC
409
Woodmont Investment Counsel
Tennessee
$668K +$301K +3,550 +82%
SJIC
410
St. James Investment Company
Texas
$667K
IF
411
Ironwood Financial
Arizona
$656K -$341K -4,022 -34%
JCM
412
Jag Capital Management
Missouri
$646K -$17.7K -209 -3%
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
$642K +$337K +3,979 +110%
TJHA
414
Thomas J. Herzfeld Advisors
Florida
$635K -$910K -10,719 -59%
ISL
415
Ingalls & Snyder LLC
New York
$634K
TVWM
416
Tower View Wealth Management
Wisconsin
$625K -$22.8K -269 -4%
HCA
417
Harbour Capital Advisors
Virginia
$613K
TCM
418
Towercrest Capital Management
Pennsylvania
$608K +$17.1K +202 +3%
WT
419
Whittier Trust
California
$606K +$15.3K +180 +3%
AIM
420
Acropolis Investment Management
Missouri
$603K +$82.3K +970 +16%
SFS
421
Sowell Financial Services
Arkansas
$591K +$591K +6,964 New
PP
422
PrairieView Partners
Minnesota
$589K +$589K +6,948 New
BHWM
423
Bar Harbor Wealth Management
New Hampshire
$576K +$312K +3,680 +118%
PFA
424
Pettinga Financial Advisors
Indiana
$572K -$129K -1,526 -18%
BC
425
Brio Consultants
California
$569K -$138K -1,626 -20%