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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 %
ACP
651
Aviance Capital Partners
Florida
$240K +$240K +2,775 New
FHC
652
First Heartland Consultants
Missouri
$235K -$68.3K -788 -23%
FMP
653
Financial Management Professionals
Texas
$235K +$9.87K +114 +4%
PAS
654
Partnervest Advisory Services
California
$231K -$1.16M -13,392 -83%
FBC
655
Fairfield, Bush & Co
Connecticut
$231K -$241K -2,785 -51%
BFIM
656
Beese Fulmer Investment Management
Ohio
$229K -$86.6K -1,000 -27%
SA
657
Shilanski & Associates
Alaska
$229K +$229K +2,644 New
CBFP
658
Cedar Brook Financial Partners
Ohio
$228K +$228K +2,632 New
KLI
659
Kelman-Lazarov Inc
Tennessee
$226K -$6.41K -74 -3%
CWM
660
Concentrum Wealth Management
California
$225K – – –
BFA
661
Beacon Financial Advisory
Ohio
$225K +$693 +8 +0.3%
BCA
662
Berman Capital Advisors
Georgia
$224K – – –
SSW
663
Smith Shellnut Wilson
Mississippi
$224K +$198K +2,280 +760%
KF
664
Krilogy Financial
Missouri
$223K -$20.3K -234 -8%
PG
665
Patten Group
Tennessee
$220K +$220K +2,544 New
RCA
666
Rowland Carmichael Advisors
Arizona
$219K -$197K -2,273 -47%
WA
667
Waverly Advisors
Alabama
$219K +$219K +2,529 New
EWM
668
Endurance Wealth Management
Rhode Island
$218K – – –
BA
669
Ballast Advisors
Minnesota
$217K -$23.9K -275 -10%
CCM
670
Chilton Capital Management
Texas
$217K – – –
ATC
671
Argent Trust Co
Tennessee
$217K +$217K +2,502 New
SFA
672
Semmax Financial Advisors
North Carolina
$215K -$1.23M -14,114 -85%
Principal Financial Group
673
Principal Financial Group
Iowa
$213K -$78.3K -904 -27%
ICM
674
IMS Capital Management
Oregon
$212K – – –
ABC
675
Associated Banc-Corp
Wisconsin
$211K – – –
25 26
27
28 29