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iShares 1-3 Year Treasury Bond ETF

686 hedge funds and large institutions have $10.8B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 227 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+7
Holders Change %
+1.03%
% of All Funds
15.07%
Holding in Top 10
70
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.38%
% of All Funds
1.54%
New
77
Increased
271
Reduced
227
Closed
66
Calls
$31.4M
Puts
$475M
Net Calls
-$444M
Net Calls Change
-$754M
Name Holding Trade Value Shares
Change
Shares
Change %
LFS
501
Lutz Financial Services
Nebraska
$336K -$61.6K -726 -15%
UR
502
USCA RIA
Texas
$328K +$24.1K +284 +8%
CNB
503
Camden National Bank
Maine
$327K +$72.7K +858 +29%
BSB
504
Bangor Savings Bank
Maine
$325K +$90.8K +1,070 +39%
DC
505
DeDora Capital
California
$320K
MFG
506
MidWestOne Financial Group
Iowa
$317K
JWS
507
Juncture Wealth Strategies
Arizona
$316K -$8.82K -104 -3%
BFA
508
Beaumont Financial Advisors
Massachusetts
$313K
SWRP
509
Summit Wealth & Retirement Planning
California
$312K +$17.2K +203 +6%
WWM
510
Windsor Wealth Management
Indiana
$310K -$2.71K -32 -0.9%
BFIM
511
Beese Fulmer Investment Management
Ohio
$309K
BB
512
Busey Bank
Illinois
$307K
CAAS
513
Capital Asset Advisory Services
Michigan
$303K +$303K +3,570 New
WAM
514
Weatherly Asset Management
California
$298K
F
515
F3Logic
Minnesota
$297K -$33.2K -390 -10%
PCM
516
Prelude Capital Management
New York
$297K +$297K +3,504 New
AFG
517
Arkansas Financial Group
Arkansas
$292K
MWM
518
Modera Wealth Management
New Jersey
$288K
LP
519
LGL Partners
Pennsylvania
$285K -$138K -1,626 -33%
NFG
520
Nations Financial Group
Iowa
$285K +$28.8K +339 +11%
RIA
521
Regal Investment Advisors
Michigan
$281K -$73.7K -868 -21%
CBB
522
Citizens Business Bank
California
$281K
WP
523
WealthSource Partners
California
$280K -$36.9K -434 -12%
CF
524
Corrigan Financial
Rhode Island
$277K +$509 +6 +0.2%
AWM
525
AllSquare Wealth Management
New York
$276K