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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+126
Holders Change %
+23.77%
% of All Funds
14.64%
Holding in Top 10
86
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+177.42%
% of All Funds
1.92%
New
183
Increased
230
Reduced
153
Closed
50
Calls
$28.4M
Puts
$221M
Net Calls
-$193M
Net Calls Change
-$107M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.27B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$910M
3
Bank of America
Bank of America
North Carolina
$1.57B
4
AllianceBernstein
AllianceBernstein
Tennessee
$435M
5
CSIA
Charles Schwab Investment Advisory
California
$386M

Top Sellers

1
BlackRock
BlackRock
New York
$588M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$0
3
MLM
Mount Lucas Management
Pennsylvania
$158M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$128M
5
VIM
VCU Investment Management
Virginia
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
101
Biltmore Wealth Management
Arizona
$11.3M +$546K +6,533 +5%
BL
102
BFSG LLC
California
$11.3M +$11.3M +134,734 New
CC
103
Cypress Capital
Tennessee
$11.1M +$11.1M +132,732 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$11.1M -$4.57M -54,657 -29%
SPC
105
Sigma Planning Corp
Michigan
$11M +$6.13M +73,333 +125%
DAS
106
Dynamic Advisor Solutions
Arizona
$11M +$11M +131,799 New
NC
107
NewSquare Capital
Pennsylvania
$11M +$11M +131,446 New
TC
108
Telemus Capital
Michigan
$11M -$1.24M -14,790 -10%
SCA
109
Snowden Capital Advisors
New York
$10.8M +$3.7M +44,283 +52%
AIS
110
American Investment Services
Massachusetts
$10.6M +$9.16M +109,587 +659%
TCPWM
111
Traverso Chambers Private Wealth Management
California
$10.5M +$10.5M +126,061 New
F
112
F3Logic
Minnesota
$10.4M +$10.4M +124,231 New
TM
113
Titan Managers
Arizona
$10.1M +$10.1M +121,340 New
RFC
114
Regions Financial Corp
Alabama
$10M +$6.05M +72,307 +153%
FIM
115
Freedom Investment Management
Connecticut
$9.91M +$5.5M +65,746 +125%
ECM
116
Evergreen Capital Management
Washington
$9.91M -$617K -7,378 -6%
SC
117
Scotia Capital
Ontario, Canada
$9.84M +$1.43M +17,161 +17%
Betterment LLC
118
Betterment LLC
New York
$9.72M +$5.57M +66,622 +134%
TSS
119
Two Sigma Securities
New York
$9.6M +$7.2M +86,089 +299%
Lazard Asset Management
120
Lazard Asset Management
New York
$9.21M – – –
VFA
121
Voya Financial Advisors
Connecticut
$9.08M +$184K +2,207 +2%
CI
122
CX Institutional
Indiana
$9M +$1.99M +23,847 +28%
MPPLM
123
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.56M +$1.91M +22,787 +29%
WS
124
Wela Strategies
Georgia
$8.4M +$185K +2,211 +2%
OMC
125
Old Mission Capital
Illinois
$8.36M +$7.33M +87,600 +706%
3 4
5
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