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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 %
SWM
751
Sugarloaf Wealth Management
Georgia
$38K +$88 +1 +0.2%
SNT
752
Security National Trust
West Virginia
$37K – – –
CB
753
Community Bank
New York
$36K – – –
HWA
754
HHM Wealth Advisors
Tennessee
$35K +$35K +400 New
VRM
755
Vectors Research Management
New York
$33K -$12.2K -141 -27%
EW
756
Evoke Wealth
California
$31.2K +$31.2K +360 New
Northern Trust
757
Northern Trust
Illinois
$30K -$17.9K -20,158 -37%
TCOV
758
Trust Company of Vermont
Vermont
$30K +$21.3K +249 +244%
GSWM
759
Golden State Wealth Management
California
$30K +$30K +349 New
BWL
760
Bogart Wealth LLC
Virginia
$29K – – –
SIS
761
Sound Income Strategies
Florida
$29K +$8.79K +100 +43%
BCA
762
Bray Capital Advisors
Florida
$26K – – –
LDFR
763
Lehman & Derafelo Financial Resources
Pennsylvania
$26K – – –
SWA
764
Stratos Wealth Advisors
Ohio
$23K +$23K +265 New
VCP
765
Verus Capital Partners
Arizona
$22K -$1.89K -22 -8%
MA
766
MUFG Americas
New York
$21K -$9.09K -103 -30%
SCA
767
Stonebridge Capital Advisors
Minnesota
$20K – – –
TFA
768
Toth Financial Advisory
Virginia
$19K – – –
QCG
769
Quadrant Capital Group
Ohio
$17K – – –
SAM
770
S.A. Mason
Michigan
$17K – – –
BFC
771
Bedel Financial Consulting
Indiana
$17K +$8.01K +90 +89%
FCM
772
Firestone Capital Management
Florida
$16K – – –
CFFP
773
Center for Financial Planning
Michigan
$16K +$16K +189 New
NG
774
NWK Group
California
$15K – – –
BBA
775
Braun-Bostich & Associates
Pennsylvania
$14K – – –
29 30
31
32 33