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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 %
LCH
551
Lee Capital Holdings
New York
$473K +$22.1K +255 +5%
Franklin Resources
552
Franklin Resources
California
$470K +$58.8K +678 +14%
WP
553
WealthSource Partners
California
$470K +$470K +5,418 New
AF
554
Advisornet Financial
Minnesota
$465K -$420K -4,840 -47%
BA
555
Bristlecone Advisors
Washington
$464K +$464K +5,358 New
NAM
556
North American Management
Massachusetts
$463K -$40.5K -467 -8%
SW
557
SteelPeak Wealth
California
$460K +$19.8K +229 +5%
FCA
558
FinTrust Capital Advisors
South Carolina
$456K +$430K +4,957 +1,631%
TW
559
Transform Wealth
Colorado
$448K +$239K +2,758 +115%
PWM
560
Perigon Wealth Management
California
$445K +$63.3K +730 +17%
EAM
561
Evanson Asset Management
California
$444K -$8.85K -102 -2%
JFA
562
JNBA Financial Advisors
Minnesota
$441K +$96.5K +1,113 +28%
SCP
563
Silverleafe Capital Partners
Tennessee
$437K +$87 +1 +0%
PTC
564
Private Trust Company
Ohio
$435K -$327K -3,771 -43%
SG
565
StoneX Group
New York
$434K +$91.3K +1,054 +27%
SP
566
Successful Portfolios
Florida
$431K – – –
AWA
567
ARS Wealth Advisors
Florida
$431K +$431K +4,975 New
AWS
568
Arkfeld Wealth Strategies
Nebraska
$429K -$260K -3,000 -38%
SGI
569
Swan Global Investments
Colorado
$425K -$147K -1,699 -26%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$421K +$421K +4,857 New
HIC
571
Holderness Investments Company
North Carolina
$420K +$420K +4,850 New
JCM
572
Jag Capital Management
Missouri
$418K -$218K -2,513 -34%
CCA
573
Clearwater Capital Advisors
Illinois
$416K -$34.8M -402,272 -99%
MWM
574
Modera Wealth Management
New Jersey
$415K +$121K +1,400 +41%
GCA
575
Guardian Capital Advisors
Ontario, Canada
$408K -$149K -2,450 -27%
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