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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 %
SSWM
526
Smith Salley Wealth Management
North Carolina
$569K +$183K +2,109 +47%
Walleye Trading
527
Walleye Trading
New York
$566K +$566K +6,527 New
LS
528
Leelyn Smith
Illinois
$563K +$563K +1,132 New
NFG
529
Nations Financial Group
Iowa
$561K +$267K +3,080 +91%
TM
530
Tiger Management
New York
$555K – – –
MPPLM
531
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$550K +$94.5K +851 +21%
HAS
532
HBW Advisory Services
California
$544K +$544K +6,276 New
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$540K – – –
SP
534
Symmetry Partners
Connecticut
$540K +$177K +2,037 +49%
APWM
535
Atlas Private Wealth Management
New York
$537K -$6.07K -70 -1%
SCI
536
Stableford Capital II
Arizona
$528K -$5.86M -67,632 -92%
IFAM
537
Institutional & Family Asset Management
Colorado
$524K -$563K -6,498 -52%
BCP
538
Blackhawk Capital Partners
Wisconsin
$521K -$263K -3,114 -34%
WT
539
Whittier Trust
California
$513K -$106K -1,227 -17%
PP
540
PrairieView Partners
Minnesota
$512K -$49.9K -576 -9%
CGA
541
Crescent Grove Advisors
Illinois
$510K +$510K +5,883 New
TFCP
542
Twin Focus Capital Partners
Massachusetts
$500K -$156K -1,803 -24%
MBTD
543
Mechanics Bank - Trust Department
California
$496K +$15.6K +180 +3%
WI
544
Wintrust Investments
Illinois
$495K +$45.1K +520 +10%
MIC
545
Meridian Investment Counsel
California
$492K – – –
SIM
546
SSI Investment Management
California
$488K – – –
MOS
547
MGO One Seven
Ohio
$481K +$481K +5,552 New
SFI
548
SPC Financial Inc
Maryland
$474K +$13.9K +160 +3%
LSA
549
Lion Street Advisors
Texas
$474K +$474K +5,473 New
SFG
550
Sowa Financial Group
Rhode Island
$473K +$14.6K +169 +3%
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