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iShares 1-3 Year Treasury Bond ETF

679 hedge funds and large institutions have $10.9B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,073% more call options, than puts

Call options by funds: $320M | Put options by funds: $10.1M

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

1% more funds holding

Funds holding: 675679 (+4)

9.14% less ownership

Funds ownership: 70.93%61.79% (-9.1%)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

25% less capital invested

Capital invested by funds: $14.6B → $10.9B (-$3.67B)

Holders
679
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
14.75%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
1.39%
New
72
Increased
277
Reduced
239
Closed
59
Calls
$320M
Puts
$10.1M
Net Calls
+$310M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
126
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.82M +$608K +7,225 +8%
GJIC
127
Gamble Jones Investment Counsel
California
$7.8M +$361K +4,291 +5%
DAS
128
Dynamic Advisor Solutions
Arizona
$7.72M -$7.92M -94,086 -51%
CFGS
129
Concourse Financial Group Securities
Alabama
$7.57M +$433K +5,140 +6%
CW
130
CreativeOne Wealth
Kansas
$7.22M +$7.17M +85,138 New
BWM
131
Baystate Wealth Management
Massachusetts
$7.21M +$133K +1,577 +2%
BI
132
Ballast Inc
Kentucky
$7.18M +$2.15M +25,480 +43%
LWM
133
Lenox Wealth Management
Ohio
$7.01M +$133K +1,577 +2%
LBD
134
Landsberg Bennett & Dubbaneh
Florida
$6.86M +$3.02M +35,905 +79%
EVM
135
Eaton Vance Management
Massachusetts
$6.67M +$189K +2,248 +3%
RFC
136
Regions Financial Corp
Alabama
$6.66M -$418K -4,969 -6%
WIA
137
World Investment Advisors
California
$6.61M -$1.96M -23,314 -23%
MCM
138
Maxim Capital Management
California
$6.57M -$178K -2,114 -3%
DF
139
Donoghue Forlines
Massachusetts
$6.55M -$218M -2,583,268 -97%
SIM
140
SSI Investment Management
California
$6.55M +$6.03M +71,574 +1,267%
BS
141
Banco Santander
Spain
$6.48M +$5.02M +59,581 +353%
FA
142
FDx Advisors
Illinois
$6.47M +$3.68M +43,717 +134%
SG Americas Securities
143
SG Americas Securities
New York
$6.41M +$2.55M +30,313 +67%
SCI
144
Stableford Capital II
Arizona
$6.4M +$983K +11,668 +18%
RIM
145
Rampart Investment Management
Connecticut
$6.32M +$2.84M +33,669 +82%
TWA
146
Tillar-Wenstrup Advisors
Ohio
$6.32M -$29.1K -346 -0.5%
PAG
147
Private Advisor Group
New Jersey
$6.28M -$2.45M -29,045 -28%
HFS
148
Howard Financial Services
Texas
$6.19M +$242K +2,871 +4%
LWM
149
Lyons Wealth Management
Florida
$6.04M +$120K +1,427 +2%
MPPLM
150
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.92M -$19.5K -232 -0.3%