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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

803 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
17.74%
Holding in Top 10
125
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+58.23%
% of All Funds
2.76%
New
135
Increased
325
Reduced
254
Closed
82
Calls
$36M
Puts
$164M
Net Calls
-$128M
Net Calls Change
+$382M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$459M
2
Morgan Stanley
Morgan Stanley
New York
+$422M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$383M
4
MLM
Mount Lucas Management
Pennsylvania
+$283M
5
UCFA
United Capital Financial Advisors
Texas
+$177M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
RBA
Richard Bernstein Advisors
New York
-$128M
3
LPL Financial
LPL Financial
California
-$60.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.8M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWS
501
Newport Wealth Strategies
California
$637K +$173K +2,000 +37%
CAM
502
Concorde Asset Management
Michigan
$635K +$635K +7,329 New
JWCA
503
J.W. Coons Advisors
Ohio
$634K +$634K +7,273 New
KA
504
Kovack Advisors
Florida
$630K -$1.91K -22 -0.3%
FA
505
Faithward Advisors
Pennsylvania
$627K -$4.4M -50,750 -88%
AIM
506
Acropolis Investment Management
Missouri
$627K – – –
TGAM
507
TBH Global Asset Management
Tennessee
$625K -$3.83M -44,124 -86%
MAA
508
Matrix Asset Advisors
New York
$624K +$10.4K +120 +2%
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$619K -$34.6K -399 -5%
FGAM
510
Financial Gravity Asset Management
Texas
$616K +$170K +1,970 +38%
BC
511
Brio Consultants
California
$615K +$160K +1,850 +35%
TVWM
512
Tower View Wealth Management
Wisconsin
$614K -$12.1K -140 -2%
FA
513
FCG Advisors
New Jersey
$598K +$112K +1,288 +23%
PCIA
514
Prime Capital Investment Advisors
Kansas
$598K +$445K +5,142 +292%
SIA
515
Strategic Investment Advisors
Michigan
$596K +$37.9K +437 +7%
SGAM
516
Stephens Group Asset Management
Arkansas
$589K -$44.9K -519 -7%
BOTW
517
Bank of the West
California
$587K -$672K -7,765 -53%
AF
518
Apexium Financial
Texas
$584K +$92.5K +1,067 +19%
KLC
519
Knowledge Leaders Capital
Colorado
$580K +$236K +2,727 +69%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$577K +$572K +6,604 +11,793%
GHA
521
GW Henssler & Associates
Georgia
$576K +$576K +6,641 New
CAMG
522
CWA Asset Management Group
Florida
$575K +$575K +6,630 New
FFBTD
523
First Financial Bank - Trust Division
Ohio
$574K -$293K -3,393 -34%
Neuberger Berman Group
524
Neuberger Berman Group
New York
$573K -$433 -5 -0.1%
ST
525
Spinnaker Trust
Maine
$570K – – –
19 20
21
22 23