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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
$460M
2
Morgan Stanley
Morgan Stanley
New York
$1.08B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$703M
4
MLM
Mount Lucas Management
Pennsylvania
$305M
5
UCFA
United Capital Financial Advisors
Texas
$203M

Top Sellers

1
BlackRock
BlackRock
New York
$487M
2
RBA
Richard Bernstein Advisors
New York
$292M
3
LPL Financial
LPL Financial
California
$194M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$58.9M
5
TPWA
TRUE Private Wealth Advisors
Oregon
$45.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$32.8M +$3.37M +38,895 +11%
FAAS
77
First Allied Advisory Services
California
$32.8M +$14.5M +167,820 +80%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$32.1M +$10.1M +111,165 +46%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$32.1M +$12.2M +140,403 +61%
VCM
80
Vivaldi Capital Management
Illinois
$31.2M +$31.2M +360,076 New
FA
81
Freestate Advisors
Kansas
$31.1M +$28M +323,602 +924%
FIM
82
Freedom Investment Management
Connecticut
$30.8M -$2.39M -28,100 -7%
IF
83
Ironwood Financial
Arizona
$29.8M +$29.3M +338,056 +6,152%
CIA
84
Compass Ion Advisors
Pennsylvania
$29.7M +$29.7M +342,196 New
Lazard Asset Management
85
Lazard Asset Management
New York
$29.6M -$29.1M – –
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$29.6M +$18.3M +210,678 +161%
WAS
87
Winch Advisory Services
Wisconsin
$27.9M +$27.9M +322,264 New
GFPC
88
Global Financial Private Capital
Florida
$27.6M -$2.07M -23,872 -7%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$26.8M +$26.8M +309,735 New
VWM
90
Venturi Wealth Management
Texas
$26.3M +$18.1M +209,238 +222%
BIA
91
Barry Investment Advisors
Massachusetts
$26.1M +$210K +2,426 +0.8%
Mariner
92
Mariner
Kansas
$26M -$3.84M -44,352 -13%
HI
93
Horizon Investments
North Carolina
$25.6M +$22.4M +258,465 +695%
JIR
94
James Investment Research
Ohio
$25.3M -$17.1M -197,108 -40%
ZIM
95
Zacks Investment Management
Illinois
$24.8M +$174K +2,004 +0.7%
ACM
96
AlphaStar Capital Management
North Carolina
$23.2M +$23.2M +267,720 New
CIBC World Market
97
CIBC World Market
Ontario, Canada
$22.9M +$12.2M +140,500 +114%
Baird Financial Group
98
Baird Financial Group
Wisconsin
$22.9M +$1.67M +19,231 +8%
SS
99
Simplicity Solutions
Minnesota
$22.8M +$20.5M +235,965 +887%
CAN
100
Cetera Advisor Networks
California
$22.7M +$19.3M +222,513 +569%
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4
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