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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 %
DWM
676
Destination Wealth Management
California
$211K +$211K +2,438 New
LWP
677
Legacy Wealth Planning
Nevada
$210K -$29.1K -336 -12%
SSWM
678
Sheets Smith Wealth Management
North Carolina
$209K +$209K +2,417 New
BMCM
679
Bryn Mawr Capital Management
Pennsylvania
$207K -$56.9K -658 -22%
CLOS
680
Compagnie Lombard Odier SCmA
Switzerland
$204K – – –
EH
681
Equitable Holdings
New York
$203K -$46.4K -535 -19%
LFG
682
LifePlan Financial Group
Ohio
$200K +$64.9K +748 +48%
BW
683
Bison Wealth
Georgia
$192K -$7.43K -86 -4%
CAAS
684
Capital Asset Advisory Services
Michigan
$191K -$34.7K -400 -15%
NPP
685
New Potomac Partners
Maryland
$184K -$52.1K -600 -22%
HS
686
Horan Securities
United States
$184K +$184K +2,126 New
ADL
687
Asset Dedication LLC
California
$180K +$2.26K +26 +1%
EW
688
Element Wealth
Mississippi
$177K -$111K -1,288 -39%
1IA
689
1834 Investment Advisors
Wisconsin
$174K +$4.86K +56 +3%
AWA
690
Arkadios Wealth Advisors
Georgia
$174K -$274K -3,158 -61%
TL
691
TrueWealth LLC
Georgia
$169K – – –
WP
692
WealthShield Partners
North Carolina
$167K +$110K +1,278 +195%
TWA
693
TCI Wealth Advisors
Arizona
$166K +$166K +1,919 New
WB
694
Webster Bank
Connecticut
$158K – – –
WEC
695
Winslow Evans & Crocker
Massachusetts
$152K +$152K +1,738 New
WTC
696
WhitTier Trust Company
Nevada
$145K – – –
LC
697
Lindbrook Capital
California
$136K +$32.7K +377 +32%
PFGIA
698
Patriot Financial Group Insurance Agency
Massachusetts
$134K +$99.9K +1,152 +293%
GAM
699
Gemmer Asset Management
California
$133K – – –
S
700
SignatureFD
Georgia
$128K -$240K -2,769 -65%
26 27
28
29 30