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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 %
CI Investments Inc
501
CI Investments Inc
Ontario, Canada
$290K +$290K +3,465 New
MWM
502
Modera Wealth Management
New Jersey
$284K – – –
BCA
503
Bay Colony Advisors
Massachusetts
$281K – – –
AAS
504
Avantax Advisory Services
Texas
$278K +$278K +3,325 New
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$276K +$276K +3,298 New
AWM
506
AllSquare Wealth Management
New York
$272K – – –
B
507
Bellecapital
Switzerland
$272K – – –
CF
508
Corrigan Financial
Rhode Island
$265K +$585 +7 +0.2%
PWMAG
509
Pinnacle Wealth Management Advisory Group
New Jersey
$260K +$260K +3,115 New
Principal Financial Group
510
Principal Financial Group
Iowa
$257K +$257K +3,068 New
MC
511
Moors & Cabot
Massachusetts
$256K – – –
CWM
512
Concentrum Wealth Management
California
$254K +$254K +3,040 New
ACI
513
Alpha Cubed Investments
California
$253K -$95.3K -1,141 -27%
WBG
514
Wharton Business Group
Pennsylvania
$253K +$253K +3,020 New
MIH
515
Meitav Investment House
Israel
$251K -$227K -2,717 -48%
SC
516
Solstein Capital
California
$251K +$251K +3,000 New
ICM
517
IMS Capital Management
Oregon
$251K +$251K +3,001 New
SPIA
518
Steward Partners Investment Advisory
New York
$245K -$33.8K -406 -12%
AIS
519
Accurate Investment Solutions
Pennsylvania
$245K +$11.4K +136 +5%
ACM
520
AlphaStar Capital Management
North Carolina
$242K -$78.8K -944 -25%
IAA
521
Independent Advisor Alliance
North Carolina
$240K +$240K +2,874 New
Rockefeller Capital Management
522
Rockefeller Capital Management
New York
$238K – – –
BOS
523
Bingham Osborn & Scarborough
California
$235K +$235K +2,809 New
AP
524
Appleton Partners
Massachusetts
$227K -$418 -5 -0.2%
FMP
525
Financial Management Professionals
Texas
$217K – – –
19 20
21
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