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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 %
TFGT
726
TS Financial Group (TSFG)
Illinois
$71K -$87K -997 -55%
SSB
727
Sandy Spring Bank
Maryland
$70K – – –
ClearBridge Investments
728
ClearBridge Investments
New York
$67K -$260 -3 -0.4%
BAM
729
Bellevue Asset Management
Washington
$66K +$66K +758 New
ACA
730
Aptus Capital Advisors
Alabama
$66K +$66K +766 New
BFO
731
Biltmore Family Office
North Carolina
$64K -$618K -7,118 -91%
IA
732
Independence Advisors
Pennsylvania
$64K -$33.4K -386 -34%
CDIA
733
Capital Directions Investment Advisors
Georgia
$61K – – –
HI
734
Human Investing
Oregon
$60K -$11K -127 -16%
AA
735
Advisory Alpha
Michigan
$57.8K -$2.69K -31 -4%
BCWM
736
Bartlett & Co Wealth Management
Ohio
$56.3K +$56.3K +650 New
BC
737
Bartlett & Co
Ohio
$56K +$56K +650 New
BCM
738
Blume Capital Management
California
$54K -$69.6K -814 -56%
LWA
739
Lowe Wealth Advisors
Maryland
$54K – – –
CIA
740
Cascade Investment Advisors
Oregon
$52K -$8.67K -100 -14%
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$52K – – –
OC
742
Oakworth Capital
Alabama
$52K – – –
AF
743
Allworth Financial
California
$51K +$25.2K +294 +97%
FHA
744
First Horizon Advisors
Tennessee
$47K -$243K -2,835 -84%
VCS
745
Vaughan & Co Securities
New Jersey
$43.3K – – –
FWC
746
First Washington Corp
Washington
$43K – – –
SA
747
SRH Advisors
Kansas
$43K – – –
ME
748
McIlrath & Eck
Washington
$43K – – –
FHA
749
Flagship Harbor Advisors
Massachusetts
$41K -$451K -5,230 -92%
SIC
750
Salem Investment Counselors
North Carolina
$39K – – –
28 29
30
31 32