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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 %
SKK
601
Shepherd Kaplan Krochuk
Massachusetts
$347K +$347K +4,000 New
IAS
602
IMA Advisory Services
Colorado
$347K +$347K +4,000 New
GA
603
GFS Advisors
Texas
$342K +$342K +3,945 New
FANJ
604
Financial Architects (New Jersey)
New Jersey
$338K +$76.6K +885 +29%
FT
605
Fiduciary Trust
Massachusetts
$335K +$49.6K +572 +17%
IC
606
Innealta Capital
Texas
$327K +$327K +3,769 New
PA
607
Parallel Advisors
California
$326K -$90.4K -1,044 -22%
WWM
608
Western Wealth Management
Colorado
$325K +$2.94K +34 +0.9%
Lido Advisors
609
Lido Advisors
California
$323K -$34.8K -401 -10%
BSB
610
Bangor Savings Bank
Maine
$322K -$2.68K -31 -0.8%
TNB
611
TCF National Bank
South Dakota
$320K +$7.8K +90 +2%
CG
612
Caprock Group
Idaho
$319K -$19.6K -226 -6%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$319K +$251K +2,900 +372%
PWW
614
Pettyjohn Wood & White
Virginia
$318K -$76.2K -880 -19%
BB
615
Busey Bank
Illinois
$314K – – –
BFA
616
Bragg Financial Advisors
North Carolina
$313K +$80.1K +925 +34%
HR
617
Howe & Rusling
New York
$310K -$163K -1,880 -34%
OWP
618
Obermeyer Wealth Partners
Colorado
$306K – – –
ATPW
619
Ashton Thomas Private Wealth
Arizona
$306K +$14.8K +171 +5%
WAM
620
Weatherly Asset Management
California
$304K – – –
Nomura Asset Management
621
Nomura Asset Management
Japan
$303K +$303K +3,495 New
DRS
622
Deane Retirement Strategies
Louisiana
$302K -$30.3K -349 -9%
MIH
623
Meitav Investment House
Israel
$302K +$33.4K +385 +12%
LP
624
LGL Partners
Pennsylvania
$294K +$865 +10 +0.3%
BPA
625
Beacon Pointe Advisors
California
$291K -$85.8K -991 -23%
23 24
25
26 27