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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 %
WPA
801
West Paces Advisors
Georgia
$3.9K +$2.08K +24 +114%
WIM
802
Westside Investment Management
California
$2.14K +$2.14K +24,690 New
AIC
803
Archer Investment Corporation
Indiana
$2K – – –
LPWM
804
Lake Point Wealth Management
Texas
$2K – – –
EPM
805
Elm Partners Management
Pennsylvania
$1K -$2.98M -23,812 -100%
MCM
806
McMillion Capital Management
North Carolina
$1K – – –
TAM
807
Townsend Asset Management
North Carolina
$1K +$1K +11 New
SI
808
Sprott Inc
Ontario, Canada
$460 -$356 -4,108 -44%
FTUS
809
Flow Traders U.S.
New York
– -$45.4M -536,140 Closed
OA
810
Oxbow Advisors
Texas
– -$30.5M -360,668 Closed
CM
811
Castleark Management
Illinois
– -$14.9M -176,500 Closed
AI
812
Atria Investments
North Carolina
– -$14.3M -169,555 Closed
KJHP
813
K.J. Harrison & Partners
Ontario, Canada
– -$10.8M -128,000 Closed
N
814
Natixis
France
– -$8.31M -98,217 Closed
BCI
815
Brinker Capital Investments
Pennsylvania
– -$7.89M -93,279 Closed
BI
816
Ballast Inc
Kentucky
– -$7.22M -85,264 Closed
OR
817
Olympiad Research
Connecticut
– -$5.48M -64,804 Closed
CFG
818
CKW Financial Group
Hawaii
– -$4.87M -57,525 Closed
RHP
819
Royal Harbor Partners
Texas
– -$4.32M -51,012 Closed
PAG
820
Private Advisory Group
Washington
– -$4.27M -50,464 Closed
Citadel Advisors
821
Citadel Advisors
Florida
– -$3.9M -46,107 Closed
SAS
822
Sage Advisory Services
Texas
– -$2.89M -34,152 Closed
Kovitz Investment Group Partners
823
Kovitz Investment Group Partners
Illinois
– -$2.76M -32,572 Closed
JWCA
824
J.W. Cole Advisors
Florida
– -$2.69M -31,834 Closed
IMC Chicago
825
IMC Chicago
Illinois
– -$2.54M -29,976 Closed
31 32
33
34 35