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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
$460M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$703M
4
MLM
Mount Lucas Management
Pennsylvania
$305M
5
UCFA
United Capital Financial Advisors
Texas
$203M

Top Sellers

1
BlackRock
BlackRock
New York
$487M
2
RBA
Richard Bernstein Advisors
New York
$292M
3
LPL Financial
LPL Financial
California
$194M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$58.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$59.7M -$3.58M -41,296 -6%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$58.9M -$48.8M -563,022 -45%
TWM
53
Tanglewood Wealth Management
Texas
$58.7M +$58.7M +677,090 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$57.4M +$15.7M +180,902 +38%
KeyBank National Association
55
KeyBank National Association
Ohio
$50.1M -$477K -5,502 -0.9%
SF
56
Synovus Financial
Georgia
$47.3M +$24.3M +280,753 +106%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$47M +$8.53M +98,407 +22%
TPWA
58
TRUE Private Wealth Advisors
Oregon
$45.1M -$47.7M -550,663 -51%
NCM
59
Niemann Capital Management
Nevada
$44.4M +$44.4M +512,854 New
MML Investors Services
60
MML Investors Services
Massachusetts
$43.9M +$15.7M +181,606 +56%
GW
61
GW & Wade
Massachusetts
$43.6M +$8.57M +98,899 +24%
RVPG
62
Relative Value Partners Group
$43.1M -$14.2M -163,494 -25%
DIP
63
DT Investment Partners
Pennsylvania
$41.5M -$1.4M -16,139 -3%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$40.6M +$29M +334,980 +251%
Citigroup
65
Citigroup
New York
$39.8M +$25.1M +289,952 +171%
AWM
66
AE Wealth Management
Kansas
$39.7M +$23.2M +267,341 +140%
BFA
67
Beaumont Financial Advisors
Massachusetts
$39.6M +$39.3M +453,501 +12,807%
COF
68
Capital One Financial
Virginia
$39.3M +$39.3M +452,972 New
EA
69
Efficient Advisors
Ohio
$39.1M -$433K -4,999 -1%
UOMF
70
University of Massachusetts Foundation
Massachusetts
$38M +$38M +438,700 New
TF
71
Trek Financial
Arizona
$37.9M +$24.8M +286,008 +189%
PSUF
72
People's United Financial
Connecticut
$35.1M -$10.7M -123,672 -23%
FIG
73
FundX Investment Group
California
$34.9M +$34.9M +403,100 New
TCM
74
Tuttle Capital Management
Connecticut
$33.7M -$21.8M -250,971 -39%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$33.2M +$10.2M +117,584 +44%
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