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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 %
SPC
101
Sigma Planning Corp
Michigan
$22.6M +$11.2M +129,269 +98%
EF
102
Empirical Finance
Pennsylvania
$22.5M +$22.5M +259,926 New
Fisher Asset Management
103
Fisher Asset Management
Washington
$22.5M -$219K -2,526 -1%
PFS
104
Prospera Financial Services
Texas
$22.2M +$20.8M +239,889 +1,498%
VFA
105
Voya Financial Advisors
Connecticut
$22M +$128K +1,472 +0.6%
3AM
106
3EDGE Asset Management
Florida
$21.3M -$28.6M -330,265 -57%
MWM
107
Moulton Wealth Management
Washington
$21M +$17.3M +199,731 +467%
LBD
108
Landsberg Bennett & Dubbaneh
Florida
$21M +$12.9M +148,623 +159%
TM
109
Titan Managers
Arizona
$20.8M +$496K +5,723 +2%
HH
110
Hilltop Holdings
Texas
$20.7M +$18.5M +213,285 +835%
AFIA
111
America First Investment Advisors
Nebraska
$20.5M -$1.36M -15,678 -6%
ACP
112
Aveo Capital Partners
Colorado
$19.3M +$17.2M +198,784 +813%
TF
113
TIAA FSB
Florida
$19M +$14M +161,914 +280%
CIAS
114
Capital Investment Advisory Services
North Carolina
$19M +$1.4M +16,174 +8%
NFG
115
Next Financial Group
Texas
$18.9M +$17.2M +198,601 +1,015%
CPO
116
Cerity Partners OCIO
New York
$18.7M -$471K -5,438 -2%
F
117
F3Logic
Minnesota
$18.3M +$18M +207,518 +6,592%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$18.1M +$4.88M +56,233 +37%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$17.3M +$17.3M +200,000 New
NA
120
NewEdge Advisors
Louisiana
$16.7M -$735K -8,484 -4%
WIP
121
Wellesley Investment Partners
Massachusetts
$16.2M +$16.2M +186,924 New
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$16M +$1.1M +12,650 +7%
B
123
Barings
North Carolina
$16M +$8.11M +93,523 +103%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$15.8M +$515K +5,940 +3%
ECM
125
Evergreen Capital Management
Washington
$15.7M +$2.96M +34,100 +23%
3 4
5
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