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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 %
WCG
526
Wall Capital Group
Arizona
$232K -$1.63M -19,368 -88%
NPP
527
New Potomac Partners
Maryland
$232K -$64.7K -770 -22%
CTA
528
Chesley Taft & Associates
Illinois
$231K +$231K +2,745 New
CBFP
529
Cedar Brook Financial Partners
Ohio
$227K -$114K -1,357 -33%
CCM
530
Cribstone Capital Management
Maine
$227K -$89.8K -1,070 -28%
AP
531
Appleton Partners
Massachusetts
$227K -$1.52K -18 -0.7%
AIS
532
Accurate Investment Solutions
Pennsylvania
$226K -$20.5K -244 -8%
AAS
533
Avantax Advisory Services
Texas
$224K -$55.6K -661 -20%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$224K +$224K +2,658 New
BOS
535
Bingham Osborn & Scarborough
California
$222K -$13.9K -165 -6%
FMP
536
Financial Management Professionals
Texas
$219K – – –
CNB
537
Camden National Bank
Maine
$219K +$219K +2,607 New
BCA
538
Berman Capital Advisors
Georgia
$217K – – –
SS
539
Sunbelt Securities
Texas
$217K +$217K +2,576 New
EWM
540
Endurance Wealth Management
Rhode Island
$216K +$51.2K +610 +31%
IAA
541
Independent Advisor Alliance
North Carolina
$215K -$26.4K -314 -11%
EWM
542
Evercore Wealth Management
New York
$212K – – –
FFM
543
Fullerton Fund Management
Singapore
$211K +$211K +2,512 New
CCM
544
Chilton Capital Management
Texas
$210K – – –
HPWM
545
Highland Private Wealth Management
Washington
$210K – – –
LFA
546
Legend Financial Advisors
Pennsylvania
$210K +$210K +2,496 New
IWM
547
IHT Wealth Management
Illinois
$206K -$557K -6,609 -73%
PA
548
Parallel Advisors
California
$206K -$415K -4,918 -67%
SCA
549
Stonebridge Capital Advisors
Minnesota
$206K +$206K +2,447 New
KC
550
Kingfisher Capital
North Carolina
$205K +$759 +9 +0.4%
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