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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
$2.27B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$910M
3
Bank of America
Bank of America
North Carolina
$1.57B
4
AllianceBernstein
AllianceBernstein
Tennessee
$435M
5
CSIA
Charles Schwab Investment Advisory
California
$386M

Top Sellers

1
BlackRock
BlackRock
New York
$588M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
3
MLM
Mount Lucas Management
Pennsylvania
$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$128M
5
VIM
VCU Investment Management
Virginia
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Merriman Wealth Management
Washington
$108M +$72.1M +862,572 +199%
PPA
27
Parametric Portfolio Associates
Washington
$108M +$666K +7,965 +0.6%
LPL Financial
28
LPL Financial
California
$99.9M +$32.4M +387,078 +48%
TPWA
29
TRUE Private Wealth Advisors
Oregon
$94.7M +$93.8M +1,121,685 +10,863%
FEM
30
Fulcrum Equity Management
Texas
$92.1M +$92.1M +1,101,073 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$84.7M +$11.2M +134,299 +15%
NA
32
Navellier & Associates
Nevada
$77.8M +$77.3M +924,547 +16,911%
AI
33
Atria Investments
North Carolina
$77.5M +$66.8M +798,603 +623%
Stifel Financial
34
Stifel Financial
Missouri
$77.1M +$13.2M +157,858 +21%
NR
35
Newfound Research
Massachusetts
$71.3M +$71.3M +852,064 New
VAM
36
Visionary Asset Management
Texas
$70.6M +$67.4M +805,474 +2,055%
PC
37
Premise Capital
Illinois
$69.1M +$61.2M +733,207 +772%
PI
38
PineBridge Investments
New York
$66.7M +$2.51M +30,000 +4%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$64.9M +$57.7M +690,249 +807%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$57M +$39.6M +473,703 +228%
TWM
41
Tanglewood Wealth Management
Texas
$54M -$179K -2,145 -0.3%
AG
42
Advisor Group
Arizona
$51.9M +$34.8M +416,239 +204%
DSN
43
D. Scott Neal
Kentucky
$47.6M +$33.8M +403,808 +244%
Citadel Advisors
44
Citadel Advisors
Florida
$43.9M +$43.7M +522,087 +17,467%
FFS
45
Founders Financial Securities
Maryland
$41.3M +$39.7M +474,680 +2,537%
SI
46
Stephens Inc
Arkansas
$39.6M -$1.39M -16,600 -3%
Millennium Management
47
Millennium Management
New York
$39.5M -$4.97M -59,430 -11%
GW
48
GW & Wade
Massachusetts
$39.4M +$22M +262,600 +126%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$38.8M +$22.7M +271,320 +141%
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$37.9M +$37.4M +447,714 +7,981%
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