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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

530 hedge funds and large institutions have $8.69B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
12.14%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.71%
New
47
Increased
189
Reduced
201
Closed
48
Calls
$105M
Puts
$191M
Net Calls
-$85.3M
Net Calls Change
+$123M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$1.22B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$179M
3
VIM
VCU Investment Management
Virginia
$161M
4
AssetMark Inc
AssetMark Inc
California
$183M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B

Top Sellers

1
State Street
State Street
Massachusetts
$56.5M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$170M
3
ECM
Evergreen Capital Management
Washington
$10.5M
4
Bank of America
Bank of America
North Carolina
$1.03B
5
IA
IndexIQ Advisors
New York
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$40.7M +$5.72M +68,836 +16%
PSUF
27
People's United Financial
Connecticut
$38M +$1.31M +15,727 +4%
MWM
28
Merriman Wealth Management
Washington
$36.1M -$14.9M -179,287 -29%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$33.7M +$9.46M +113,843 +39%
EA
30
Efficient Advisors
Ohio
$33.7M -$521K -6,271 -2%
RVPG
31
Relative Value Partners Group
$33.4M +$16.3M +196,324 +95%
EWM
32
Empirical Wealth Management
Washington
$32.3M -$316K -3,800 -1%
SF
33
Synovus Financial
Georgia
$29.9M +$423K +5,086 +1%
SB
34
Suntrust Banks
Georgia
$28.3M +$126K +1,521 +0.4%
Goldman Sachs
35
Goldman Sachs
New York
$28M +$3.3M +39,734 +13%
CPO
36
Cerity Partners OCIO
New York
$25.7M +$3.26M +39,182 +15%
KeyBank National Association
37
KeyBank National Association
Ohio
$24.5M +$2.32M +27,954 +10%
BCI
38
Brinker Capital Investments
Pennsylvania
$24.3M +$12.2M +146,420 +100%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$23.5M +$4.77M +57,443 +25%
TCM
40
Twele Capital Management
Minnesota
$23.3M +$1.26M +15,170 +6%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.3M +$11.4M +136,805 +114%
AFIA
42
America First Investment Advisors
Nebraska
$20.9M -$533K -6,411 -2%
RJA
43
Raymond James & Associates
Florida
$20.8M -$296K -3,567 -1%
Fisher Asset Management
44
Fisher Asset Management
Washington
$20.5M -$462K -5,560 -2%
ZIM
45
Zacks Investment Management
Illinois
$20.1M -$1.55M -18,712 -7%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$20M +$9.01M +108,473 +82%
US Bancorp
47
US Bancorp
Minnesota
$19.4M -$212K -2,557 -1%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$19.2M -$1.46M -17,523 -7%
GW
49
GW & Wade
Massachusetts
$17.3M -$2.99M -36,043 -15%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$17.3M -$1.6M -19,308 -8%
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