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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+126
Holders Change %
+23.77%
% of All Funds
14.64%
Holding in Top 10
86
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+177.42%
% of All Funds
1.92%
New
183
Increased
230
Reduced
153
Closed
50
Calls
$28.4M
Puts
$221M
Net Calls
-$193M
Net Calls Change
-$107M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$743M
3
Bank of America
Bank of America
North Carolina
+$533M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$435M
5
CSIA
Charles Schwab Investment Advisory
California
+$386M

Top Sellers

1
BlackRock
BlackRock
New York
-$208M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$170M
3
MLM
Mount Lucas Management
Pennsylvania
-$86.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
5
VIM
VCU Investment Management
Virginia
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
551
Asset Dedication LLC
California
$168K +$56.1K +669 +50%
PFBT
552
Parkside Financial Bank & Trust
Missouri
$167K – – –
EWM
553
Endurance Wealth Management
Rhode Island
$164K +$63.5K +760 +63%
MIFH
554
Migdal Insurance & Financial Holdings
Israel
$156K – – –
WB
555
Webster Bank
Connecticut
$152K – – –
CAM
556
Cresset Asset Management
Illinois
$152K +$152K +1,815 New
1IA
557
1834 Investment Advisors
Wisconsin
$150K – – –
BWL
558
Bogart Wealth LLC
Virginia
$146K +$146K +1,750 New
WAM
559
Wealthspire Advisors (Maryland)
Maryland
$138K – – –
HT
560
Heritage Trust
Oklahoma
$138K – – –
TL
561
TrueWealth LLC
Georgia
$131K -$4.68K -56 -3%
LC
562
Lindbrook Capital
California
$130K +$130K +1,563 New
VNA
563
Valley National Advisers
Pennsylvania
$127K – – –
EWA
564
Evolution Wealth Advisors
Florida
$122K +$122K +1,455 New
FCMT
565
Founders Capital Management (Texas)
Texas
$121K -$70.9K -850 -37%
PCG
566
Private Capital Group
Connecticut
$107K +$103K +1,225 +2,356%
CTC
567
Central Trust Company
Missouri
$105K – – –
BWA
568
Burt Wealth Advisors
Maryland
$104K – – –
POIA
569
Pin Oak Investment Advisors
Texas
$90K -$40.3K -485 -31%
ST
570
Smithfield Trust
Pennsylvania
$90K – – –
DWM
571
Doyle Wealth Management
Florida
$89K +$89K +1,062 New
HI
572
Human Investing
Oregon
$87K +$87K +1,042 New
CB
573
Community Bank
New York
$85K – – –
IIM
574
Ipswich Investment Management
Massachusetts
$84K +$84K +1,000 New
MFW
575
Mosaic Family Wealth
Missouri
$83K +$50K +598 +151%
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