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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 %
PP
851
Palladium Partners
Virginia
– -$250K -2,957 Closed
SIM
852
Stratos Investment Management
Ohio
– -$246K -2,904 Closed
CC
853
Cedar Capital
Illinois
– -$244K -2,879 Closed
JHCP
854
Jackson Hole Capital Partners
Oklahoma
– -$240K -2,832 Closed
CC
855
Cadinha & Co
Hawaii
– -$233K -2,754 Closed
Bank of Nova Scotia
856
Bank of Nova Scotia
Ontario, Canada
– -$230K -2,720 Closed
WWM
857
Windsor Wealth Management
Indiana
– -$223K -2,632 Closed
Koshinski Asset Management
858
Koshinski Asset Management
Illinois
– -$215K -2,543 Closed
MGIA
859
Moneta Group Investment Advisors
Missouri
– -$214K -2,529 Closed
SB
860
Simmons Bank
Arkansas
– -$214K -2,524 Closed
SMFS
861
Squar Milner Financial Services
California
– -$207K -2,449 Closed
1CM
862
1492 Capital Management
Wisconsin
– -$202K -2,388 Closed
RI
863
Ridgewood Investments
New Jersey
– -$200K -2,366 Closed
CBT
864
Capital Bank & Trust
California
– -$168K -1,980 Closed
PCA
865
Peddock Capital Advisors
Massachusetts
– -$71K -841 Closed
SFSG
866
Stearns Financial Services Group
North Carolina
– -$67K -798 Closed
EWA
867
Evolution Wealth Advisors
Florida
– -$56K -657 Closed
CAL
868
Capital Analysts LLC
Pennsylvania
– -$51K -599 Closed
IFWM
869
Institute for Wealth Management
Colorado
– -$49K -583 Closed
TRCT
870
Tower Research Capital (TRC)
New York
– -$44K -515 Closed
TA
871
TFG Advisers
Michigan
– -$35K -422 Closed
LAS
872
Lloyd Advisory Services
Georgia
– -$34K -402 Closed
AWM
873
Avondale Wealth Management
Texas
– -$29K -348 Closed
BRC
874
Bell Rock Capital
Delaware
– -$28K -334 Closed
BCM
875
Bourgeon Capital Management
Connecticut
– -$28K -328 Closed
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