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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 %
JPLA
776
Joseph P. Lucia & Associates
New York
$14K +$14K +156 New
MFT
777
Moisand Fitzgerald Tamayo
Florida
$13K +$89 +1 +0.7%
CAC
778
Certified Advisory Corp
Florida
$13K +$1.64K +19 +14%
DAC
779
Dividend Assets Capital
South Carolina
$13K +$13K +148 New
PO
780
Private Ocean
California
$12K +$12K +142 New
JGIA
781
Jackson Grant Investment Advisers
Connecticut
$11K +$88 +1 +0.8%
KPW
782
Kore Private Wealth
New York
$10K – – –
GI
783
Gradient Investments
Minnesota
$9K +$5.42K +65 +151%
SC
784
Stratford Consulting
Texas
$8K – – –
HB
785
Horizon Bancorp
Indiana
$8K – – –
LFG
786
Larson Financial Group
Missouri
$8K +$6.72K +79 +527%
BMM
787
Berkshire Money Management
Massachusetts
$8K +$8K +94 New
PMFA
788
Plante Moran Financial Advisors
Michigan
$7K +$7K +80 New
NC
789
NewSquare Capital
Pennsylvania
$6K -$12.4M -134,634 -100%
SC
790
Sawyer & Company
Massachusetts
$6K – – –
AIA
791
Armor Investment Advisors
North Carolina
$6K – – –
SL
792
Savior LLC
Massachusetts
$6K +$6K +71 New
WQ
793
Wealth Quarterback
New Jersey
$5.29K – – –
POIA
794
Pin Oak Investment Advisors
Texas
$5K -$14.4K -176 -74%
APC
795
Aspire Private Capital
North Carolina
$5K -$1.34K -15 -21%
FCT
796
Family Capital Trust
Massachusetts
$5K – – –
ED
797
Exane Derivatives
France
$4.07K – – –
NSB
798
Norway Savings Bank
Maine
$4K – – –
AWM
799
Atticus Wealth Management
Florida
$4K +$4K +46 New
SQA
800
Simon Quick Advisors
New Jersey
$4K +$4K +47 New
30 31
32
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