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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 %
SBWM
451
Sunflower Bank Wealth Management
Arizona
$834K -$94.9K -1,095 -10%
TCBWMS
452
Texas Capital Bank Wealth Management Services
Texas
$821K -$239K -2,754 -23%
UB
453
UMB Bank
Missouri
$819K +$271K +3,126 +49%
BHB
454
Bank Hapoalim BM
Israel
$806K -$747K – –
ANB
455
Amarillo National Bank
Texas
$806K +$43.2K +499 +6%
AC
456
Apella Capital
Connecticut
$800K +$800K +9,234 New
BS
457
Boenning & Scattergood
Pennsylvania
$798K +$404K +4,667 +103%
FI
458
FormulaFolio Investments
Michigan
$796K +$291K +3,354 +58%
MFG
459
Magnus Financial Group
New York
$793K +$793K +9,149 New
DC
460
Derby & Company
Massachusetts
$790K – – –
WIC
461
Woodmont Investment Counsel
Tennessee
$787K +$106K +1,221 +16%
W
462
WealthOne
New York
$778K +$331K +3,816 +74%
1832 Asset Management
463
1832 Asset Management
Ontario, Canada
$776K -$201K -2,306 -21%
JCM
464
Jacobi Capital Management
Pennsylvania
$776K -$1.73K -20 -0.2%
HIM
465
Hanlon Investment Management
New Jersey
$775K +$775K +8,947 New
CRWM
466
Castle Rock Wealth Management
California
$759K +$759K +8,757 New
BAM
467
Bruderman Asset Management
New York
$758K +$211K +2,436 +39%
SFG
468
Summit Financial Group
West Virginia
$748K +$140K +1,620 +23%
EPA
469
Element Pointe Advisors
Florida
$745K – – –
CMBA
470
C.M. Bidwell & Associates
Hawaii
$742K +$742K +8,560 New
BSG
471
Black Swift Group
Colorado
$741K +$741K +8,550 New
DI
472
Disciplined Investments
Oklahoma
$740K -$103K -1,191 -12%
FAAM
473
First Ascent Asset Management
Colorado
$738K -$3.3K -38 -0.4%
TFS
474
TrustCore Financial Services
Tennessee
$730K -$259K -2,988 -26%
SPL
475
Smart Portfolios LLC
Washington
$726K – – –
17 18
19
20 21