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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+126
Holders Change %
+23.77%
% of All Funds
14.64%
Holding in Top 10
86
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+177.42%
% of All Funds
1.92%
New
183
Increased
230
Reduced
153
Closed
50
Calls
$28.4M
Puts
$221M
Net Calls
-$193M
Net Calls Change
-$107M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$743M
3
Bank of America
Bank of America
North Carolina
+$533M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$435M
5
CSIA
Charles Schwab Investment Advisory
California
+$386M

Top Sellers

1
BlackRock
BlackRock
New York
-$208M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$170M
3
MLM
Mount Lucas Management
Pennsylvania
-$86.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
5
VIM
VCU Investment Management
Virginia
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
426
TrinityPoint Wealth
Connecticut
$460K +$460K +5,500 New
ODIJL
427
One Day In July LLC
Vermont
$457K +$457K +5,469 New
FBC
428
Fairfield, Bush & Co
Connecticut
$456K – – –
AF
429
Arrow Financial
New York
$450K – – –
WT
430
Whittier Trust
California
$446K -$99.1K -1,185 -18%
HR
431
Howe & Rusling
New York
$446K +$417K +4,980 +1,423%
OIA
432
Optimum Investment Advisors
Illinois
$443K +$30K +358 +7%
PTC
433
Private Trust Company
Ohio
$442K +$442K +5,288 New
MIC
434
Meridian Investment Counsel
California
$435K – – –
BC
435
Burleson & Co
California
$430K -$53K -634 -11%
BIA
436
Barry Investment Advisors
Massachusetts
$428K +$1.51K +18 +0.4%
SP
437
Successful Portfolios
Florida
$427K – – –
CISOA
438
Capital Investment Services of America
Wisconsin
$415K +$415K +4,961 New
IC
439
Innealta Capital
Texas
$413K +$413K +4,945 New
LFS
440
Lutz Financial Services
Nebraska
$412K -$148K -1,769 -26%
Neuberger Berman Group
441
Neuberger Berman Group
New York
$409K -$3.71M -44,422 -90%
EAM
442
Evanson Asset Management
California
$406K +$836 +10 +0.2%
LP
443
LGL Partners
Pennsylvania
$406K +$1.75K +21 +0.4%
BFA
444
Bragg Financial Advisors
North Carolina
$405K – – –
CC
445
Courier Capital
New York
$404K – – –
AFG
446
Arkansas Financial Group
Arkansas
$399K -$174K -2,079 -30%
Franklin Resources
447
Franklin Resources
California
$396K – – –
WA
448
Winfield Associates
Ohio
$395K +$41.8K +500 +12%
MM
449
Meridian Management
Arkansas
$391K – – –
LPWM
450
Lake Point Wealth Management
Texas
$391K +$391K +4,681 New
16 17
18
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