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iShares 1-3 Year Treasury Bond ETF

523 hedge funds and large institutions have $6.15B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
+4
Holders Change %
+0.77%
% of All Funds
12%
Holding in Top 10
31
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.89%
% of All Funds
0.71%
New
65
Increased
166
Reduced
198
Closed
55
Calls
$886K
Puts
$841M
Net Calls
-$840M
Net Calls Change
-$843M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
101
Trilogy Capital
California
$5.29M +$5.29M +63,270 New
GIM
102
Goelzer Investment Management
Indiana
$5.15M -$267K -3,201 -5%
PAM
103
Peak Asset Management
Colorado
$5.12M -$1.36M -16,257 -21%
VAM
104
Visionary Asset Management
Texas
$4.91M +$4.91M +58,858 New
FPCP
105
Fort Point Capital Partners
California
$4.91M +$84.5K +1,011 +2%
SPC
106
Sigma Planning Corp
Michigan
$4.86M +$489K +5,848 +11%
FIM
107
Freedom Investment Management
Connecticut
$4.76M -$13M -155,201 -73%
BF
108
BOK Financial
Oklahoma
$4.35M +$47.9K +573 +1%
MWM
109
MinichMacGregor Wealth Management
New York
$4.27M +$599K +7,175 +16%
HPC
110
HM Payson & Co
Maine
$4.25M +$44.7K +535 +1%
WPC
111
White Pine Capital
Minnesota
$4.16M
JAM
112
Jolley Asset Management
North Carolina
$4M +$4M +47,905 New
SCA
113
STALEY CAPITAL ADVISERS
Pennsylvania
$3.93M -$25.1K -300 -0.6%
FIMG
114
Financial & Investment Management Group
Michigan
$3.9M +$363K +4,345 +10%
IIA
115
IPG Investment Advisors
California
$3.82M -$782K -9,360 -17%
CT
116
CPF Texas
Texas
$3.75M -$608K -7,277 -14%
FHB
117
First Hawaiian Bank
Hawaii
$3.75M -$816K -9,760 -18%
ASN
118
Advisory Services Network
Georgia
$3.67M -$980K -11,733 -21%
SWM
119
SigFig Wealth Management
California
$3.38M +$3.15M +37,685 +1,360%
BSW
120
Buckingham Strategic Wealth
Missouri
$3.38M +$267K +3,192 +9%
HWP
121
Hefty Wealth Partners
Indiana
$3.37M -$852K -10,191 -20%
FAIM
122
Financial Advocates Investment Management
Washington
$3.35M -$17K -204 -0.5%
FPS
123
Fieldpoint Private Securities
Connecticut
$3.33M +$1.03M +12,342 +45%
HFA
124
High Falls Advisors
New York
$3.32M +$595K +7,123 +22%
SCM
125
Stordahl Capital Management
Colorado
$3.32M -$1.39M -16,580 -29%