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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

675 hedge funds and large institutions have $14.6B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 214 increasing their positions, 263 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
+19
Holders Change %
+2.9%
% of All Funds
14.63%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.54%
New
97
Increased
214
Reduced
263
Closed
69
Calls
$33.9M
Puts
$7.66M
Net Calls
+$26.2M
Net Calls Change
+$219M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.65B
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$225M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$109M
4
3AM
3EDGE Asset Management
Florida
+$91.8M
5
Morgan Stanley
Morgan Stanley
New York
+$70.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$415M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$412M
3
CSIA
Charles Schwab Investment Advisory
California
-$386M
4
HI
Horizon Investments
North Carolina
-$263M
5
Ameriprise
Ameriprise
Minnesota
-$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
501
AllSquare Wealth Management
New York
$273K – – –
IWC
502
Integrated Wealth Concepts
Massachusetts
$272K +$57.8K +686 +27%
GRP
503
Global Retirement Partners
California
$271K -$2.47M -29,386 -90%
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$271K +$31.6K +375 +13%
PPP
505
Private Portfolio Partners
New Jersey
$270K +$270K +3,209 New
WP
506
WealthSource Partners
California
$268K -$357K -4,243 -57%
ACP
507
Aviance Capital Partners
Florida
$266K +$266K +3,167 New
FCBT
508
First Citizens Bank & Trust
North Carolina
$264K -$74.2K -882 -22%
BSB
509
Bangor Savings Bank
Maine
$263K -$1.49M -17,674 -85%
PWMAG
510
Pinnacle Wealth Management Advisory Group
New Jersey
$262K – – –
FHC
511
First Heartland Consultants
Missouri
$259K -$73.6K -875 -22%
PTC
512
Private Trust Company
Ohio
$258K -$186K -2,215 -42%
MC
513
Moors & Cabot
Massachusetts
$257K +$1.17K +14 +0.5%
ACI
514
Alpha Cubed Investments
California
$255K – – –
ST
515
Sentinel Trust
Texas
$255K +$40.6K +482 +19%
WBG
516
Wharton Business Group
Pennsylvania
$254K – – –
WCM
517
Weatherstone Capital Management
Colorado
$251K -$73.5K -874 -23%
VSWA
518
Vontobel Swiss Wealth Advisors
Switzerland
$250K -$1.57M -18,664 -86%
NFG
519
Nations Financial Group
Iowa
$247K -$81K -964 -25%
CWM
520
Concentrum Wealth Management
California
$247K -$9.1K -108 -4%
BW
521
Bison Wealth
Georgia
$242K +$242K +2,873 New
PFP
522
Pinnacle Financial Partners
Tennessee
$237K +$237K +2,823 New
UAS
523
United Asset Strategies
New York
$236K +$236K +2,809 New
CCM
524
Colorado Capital Management
Colorado
$234K -$90.4K -1,075 -28%
UR
525
USCA RIA
Texas
$234K +$234K +2,781 New
19 20
21
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