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iShares 1-3 Year Treasury Bond ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.61B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+14
Holders Change %
+3.35%
% of All Funds
10.82%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
0.93%
New
67
Increased
150
Reduced
141
Closed
44
Calls
–
Puts
$296K
Net Calls
-$296K
Net Calls Change
-$560K

Top Buyers

1
FI
FormulaFolio Investments
Michigan
$160M
2
Bank of America
Bank of America
North Carolina
$743M
3
HA
Hays Advisory
Tennessee
$64.9M
4
IA
IndexIQ Advisors
New York
$80.2M
5
JFA
JNBA Financial Advisors
Minnesota
$51.7M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$85.5M
2
HIM
Hanlon Investment Management
New Jersey
$0
3
CC
Capital Counsel
New York
$15.3M
4
GB
Gunma Bank
Japan
$0
5
Wells Fargo
Wells Fargo
California
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
126
North Star Investment Management
Illinois
$3.61M +$3.42M +40,521 +1,826%
GLA
127
Great Lakes Advisors
Illinois
$3.59M -$75.6K -895 -2%
NAM
128
NTV Asset Management
West Virginia
$3.57M +$42.2K +500 +1%
MWM
129
MinichMacGregor Wealth Management
New York
$3.52M -$226K -2,675 -6%
HCM
130
Hollencrest Capital Management
California
$3.51M – – –
AWM
131
Avior Wealth Management
Nebraska
$3.47M -$193K -2,284 -5%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$3.44M +$3.44M +40,682 New
Comerica Bank
133
Comerica Bank
Texas
$3.42M +$842K +9,963 +33%
HH
134
Hilltop Holdings
Texas
$3.38M +$97.2K +1,151 +3%
GIM
135
Goelzer Investment Management
Indiana
$3.36M +$300K +3,549 +10%
TNBTD
136
Trustmark National Bank Trust Department
Mississippi
$3.35M -$375K -4,436 -10%
SHIM
137
Stone House Investment Management
Pennsylvania
$3.32M +$3.32M +39,356 New
WPC
138
White Pine Capital
Minnesota
$3.32M -$37.2K -440 -1%
ZF
139
Zhang Financial
Michigan
$3.31M -$33.3K -394 -1%
IFAM
140
Institutional & Family Asset Management
Colorado
$3.28M +$37.5K +444 +1%
CI
141
Cambiar Investors
Colorado
$3.21M +$307K +3,631 +11%
SLG
142
Stanley-Laman Group
Pennsylvania
$3.2M -$339K -4,015 -10%
SPL
143
Smart Portfolios LLC
Washington
$3.17M -$57.9K -685 -2%
BRWA
144
B. Riley Wealth Advisors
Florida
$3.1M +$2.59M +30,697 +512%
Luther King Capital Management (LKCM)
145
Luther King Capital Management (LKCM)
Texas
$3.06M -$1.5M -17,780 -33%
DPI
146
Diversified Portfolios Inc
Michigan
$3.01M -$547K -6,476 -15%
BTS
147
BB&T Securities
Virginia
$2.99M – – –
AWE
148
Avidian Wealth Enterprises
Texas
$2.97M +$321K +3,795 +12%
AWA
149
AmeriServ Wealth Advisors
Pennsylvania
$2.94M -$1.92M -22,704 -39%
TAT
150
TD Ameritrade Trust
Colorado
$2.83M +$20.3K +240 +0.7%
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