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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 %
DP
826
Denver PWM
Colorado
– -$2.48M -29,246 Closed
HT
827
HAP Trading
New York
– -$1.36M -16,100 Closed
RIA
828
Realta Investment Advisors
Delaware
– -$1.08M -12,685 Closed
FSC
829
Full Sail Capital
Oklahoma
– -$1.04M -12,301 Closed
VWM
830
Vigilare Wealth Management
Arizona
– -$843K -9,922 Closed
IAA
831
Independent Advisor Alliance
North Carolina
– -$798K -9,424 Closed
PAS
832
Park Avenue Securities
New York
– -$765K -9,042 Closed
NS
833
NewDay Solutions
New Hampshire
– -$633K -7,484 Closed
I
834
IberiaBank
Louisiana
– -$586K -6,921 Closed
HCA
835
Harbour Capital Advisors
Virginia
– -$578K -6,830 Closed
BHWM
836
Bar Harbor Wealth Management
New Hampshire
– -$533K -6,298 Closed
PFA
837
Pettinga Financial Advisors
Indiana
– -$524K -6,188 Closed
GT
838
Greenleaf Trust
Michigan
– -$507K -5,985 Closed
AWMS
839
Advocacy Wealth Management Services
Georgia
– -$506K -5,984 Closed
GAG
840
GM Advisory Group
New York
– -$423K -5,000 Closed
EWF
841
Epstein & White Financial
California
– -$412K -4,894 Closed
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
– -$359K -4,240 Closed
AIA
843
Avalon Investment & Advisory
Texas
– -$355K -4,200 Closed
TPA
844
Trivium Point Advisory
Connecticut
– -$328K -3,873 Closed
MFG
845
MidWestOne Financial Group
Iowa
– -$315K -3,730 Closed
JWS
846
Juncture Wealth Strategies
Arizona
– -$315K -3,726 Closed
PFA
847
Professional Financial Advisors
Nebraska
– -$268K -3,162 Closed
PVH
848
Psagot Value Holdings
Israel
– -$265K -3,130 Closed
RIA
849
Regal Investment Advisors
Michigan
– -$262K -3,099 Closed
IA
850
IFG Advisory
Georgia
– -$253K -2,991 Closed
32 33
34
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