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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

418 hedge funds and large institutions have $5.89B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 135 increasing their positions, 164 reducing their positions, and 26 closing their positions.

Holders
418
Holders Change
+9
Holders Change %
+2.2%
% of All Funds
11.17%
Holding in Top 10
34
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.86%
% of All Funds
0.91%
New
41
Increased
135
Reduced
164
Closed
26
Calls
$264K
Puts
–
Net Calls
+$264K
Net Calls Change
+$264K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$492M
2
HIM
2
Hanlon Investment Management
New Jersey
$302M
3
Ameriprise
3
Ameriprise
Minnesota
$266M
4
AssetMark Inc
4
AssetMark Inc
California
$103M
5
BG
5
BlackRock Group
United Kingdom
$30M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$391M
2
MLM
2
Mount Lucas Management
Pennsylvania
$37.5M
3
UBS Group
3
UBS Group
Switzerland
$320M
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$103M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$3.68M 43,320 -7,329 -14%
BSW
127
Buckingham Strategic Wealth
Missouri
$3.61M 42,483 +7,549 +22%
DPI
128
Diversified Portfolios Inc
Michigan
$3.58M 42,140 -2,507 -6%
SLG
129
Stanley-Laman Group
Pennsylvania
$3.56M 41,909 -2,582 -6%
NAM
130
NTV Asset Management
West Virginia
$3.55M 41,800 -1,000 -2%
HCM
131
Hollencrest Capital Management
California
$3.54M 41,600 – –
HI
132
Horizon Investments
North Carolina
$3.52M 41,369 -485,117 -92%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$3.42M 40,280 +10,762 +36%
FCM
134
Firsthand Capital Management
California
$3.4M 40,000 +40,000 New
WPC
135
White Pine Capital
Minnesota
$3.38M 39,748 +1,300 +3%
ZF
136
Zhang Financial
Michigan
$3.37M 39,596 -52 -0.1%
HH
137
Hilltop Holdings
Texas
$3.3M 38,840 -1,581 -4%
IFAM
138
Institutional & Family Asset Management
Colorado
$3.26M 38,375 +2,147 +6%
SPL
139
Smart Portfolios LLC
Washington
$3.25M 38,184 -112,667 -75%
GIM
140
Goelzer Investment Management
Indiana
$3.08M 36,259 +1,382 +4%
BTS
141
BB&T Securities
Virginia
$2.99M 35,164 -10,379 -23%
AI
142
Atria Investments
North Carolina
$2.98M 34,994 -12,548 -26%
CI
143
Cambiar Investors
Colorado
$2.92M 34,386 +34,386 New
VSWA
144
Vontobel Swiss Wealth Advisors
Switzerland
$2.86M 33,682 -365 -1%
ECM
145
Exchange Capital Management
Michigan
$2.85M 33,531 +1,415 +4%
WP
146
WealthSource Partners
California
$2.84M 33,434 +15,681 +88%
TAT
147
TD Ameritrade Trust
Colorado
$2.83M 33,258 +725 +2%
CIC
148
Carnegie Investment Counsel
Ohio
$2.74M 32,292 -1,070 -3%
AWE
149
Avidian Wealth Enterprises
Texas
$2.67M 31,419 +5,198 +20%
Wolverine Trading
150
Wolverine Trading
Illinois
$2.67M 31,392 +31,392 New
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